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iShares 7-10 Year Treasury Bond ETF

780 hedge funds and large institutions have $26.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 315 increasing their positions, 226 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+54
Holders Change %
+7.44%
% of All Funds
12.48%
Holding in Top 10
99
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.86%
% of All Funds
1.58%
New
151
Increased
315
Reduced
226
Closed
78
Calls
$554M
Puts
$458M
Net Calls
+$95.8M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
301
Fullerton Fund Management
Singapore
$2.89M -$3.45M -34,795 -54%
TC
302
TAP Consulting
Missouri
$2.86M +$2.86M +28,891 New
BRWA
303
B. Riley Wealth Advisors
Florida
$2.82M +$1.92M +19,395 +213%
LG
304
Leuthold Group
Minnesota
$2.82M +$1.41M +14,267 +101%
TAIM
305
TD Ameritrade Investment Management
Nebraska
$2.81M -$118K -1,189 -4%
WAG
306
Wallace Advisory Group
California
$2.81M +$92.7K +935 +3%
CCM
307
Crabel Capital Management
California
$2.8M -$701K -7,075 -20%
1832 Asset Management
308
1832 Asset Management
Ontario, Canada
$2.7M +$180K +1,815 +7%
Luther King Capital Management (LKCM)
309
Luther King Capital Management (LKCM)
Texas
$2.68M -$2.59M
CW
310
CreativeOne Wealth
Kansas
$2.67M +$2.34M +23,610 +707%
DWA
311
Dorsey Wright & Associates
California
$2.62M +$1.04M +10,494 +66%
LFAS
312
Level Four Advisory Services
Texas
$2.59M +$191K +1,929 +8%
TA
313
TFB Advisors
Kansas
$2.56M +$2.56M +25,782 New
FA
314
Forefront Analytics
Pennsylvania
$2.54M -$59.3K -598 -2%
VCM
315
Vision Capital Management
Oregon
$2.53M -$15.1K -152 -0.6%
PAMS
316
Pictet Asset Management (Switzerland)
Switzerland
$2.53M -$1.75M -17,645 -41%
WFA
317
Wellspring Financial Advisors
Ohio
$2.51M -$117K -1,180 -4%
MOS
318
MGO One Seven
Ohio
$2.51M +$1.94M +19,573 +340%
BFIC
319
Bedell Frazier Investment Counselling
California
$2.49M -$1.46M -14,704 -37%
ACI
320
Alpha Cubed Investments
California
$2.48M -$1.39M -14,003 -36%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$2.46M -$4.6M -46,390 -65%
DWM
322
Drive Wealth Management
Utah
$2.45M +$2.23M +22,468 +1,020%
IAIM
323
Industrial Alliance Investment Management
Quebec, Canada
$2.44M
CC
324
Cypress Capital
Tennessee
$2.43M -$61.2K -617 -2%
PWMAG
325
Pinnacle Wealth Management Advisory Group
New Jersey
$2.39M +$2.17M +21,893 +1,003%