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iShares 7-10 Year Treasury Bond ETF

905 hedge funds and large institutions have $24.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 309 increasing their positions, 305 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+113
Holders Change %
+14.27%
% of All Funds
13.27%
Holding in Top 10
103
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.19%
% of All Funds
1.51%
New
214
Increased
309
Reduced
305
Closed
83
Calls
$1.12B
Puts
$843M
Net Calls
+$275M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Shares
Change %
BBVA
301
Banco Bilbao Vizcaya Argentaria
Spain
$3.78M -$4.9M -50,881 -56%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$3.77M +$919K +9,533 +32%
GWM
303
Geneos Wealth Management
Colorado
$3.76M -$363K -3,768 -9%
GM
304
GeoWealth Management
Illinois
$3.76M +$1.83M +19,020 +95%
1832 Asset Management
305
1832 Asset Management
Ontario, Canada
$3.71M +$70.7K +733 +2%
RIS
306
Retirement Income Solutions
Michigan
$3.69M -$813K -8,437 -18%
AA
307
Advisory Alpha
Michigan
$3.68M +$1.6M +16,569 +77%
FAIM
308
Financial Advocates Investment Management
Washington
$3.66M +$3.49M +72,804 +2,025%
SAS
309
Sage Advisory Services
Texas
$3.65M -$51.4K -533 -1%
FAM
310
Forte Asset Management
New York
$3.61M +$3.61M +37,474 New
WCM
311
Weaver Capital Management
Georgia
$3.6M +$3.6M +37,343 New
ANTB
312
AMG National Trust Bank
Colorado
$3.59M +$3.59M +37,200 New
Creative Planning
313
Creative Planning
Kansas
$3.58M -$20.3K -211 -0.6%
FIM
314
Freedom Investment Management
Connecticut
$3.51M -$1.12M -11,606 -24%
BWCS
315
Beirne Wealth Consulting Services
Connecticut
$3.5M +$2.4M +24,865 +218%
MAM
316
Meeder Asset Management
Ohio
$3.5M +$689K +7,149 +25%
PP
317
Prudential plc
United Kingdom
$3.49M +$1.21M +12,585 +53%
MLM
318
Mount Lucas Management
Pennsylvania
$3.49M +$3.49M +36,184 New
BAWC
319
Boyce & Associates Wealth Consulting
Texas
$3.42M +$1.45M +15,015 +73%
VA
320
Vident Advisory
Georgia
$3.4M -$540K -5,605 -14%
PFS
321
Prospera Financial Services
Texas
$3.37M +$1.15M +11,885 +51%
JIR
322
James Investment Research
Ohio
$3.34M -$5.6M -58,079 -63%
BMCM
323
Black Maple Capital Management
Wisconsin
$3.33M -$1.69M -17,500 -34%
CKAIS
324
Christensen King & Associates Investment Services
Washington
$3.27M +$3.27M +33,947 New
SF
325
Summit Financial
New Jersey
$3.25M -$132K -1,368 -4%