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iShares 7-10 Year Treasury Bond ETF

614 hedge funds and large institutions have $10.5B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 229 increasing their positions, 214 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 67

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

7% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 214

3% more capital invested

Capital invested by funds: $10.2B → $10.5B (+$308M)

0.78% more ownership

Funds ownership: 75.14%75.92% (+0.78%)

0% more funds holding

Funds holding: 614614 (0)

42% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.75B

Holders
614
Holders Change
Holders Change %
0%
% of All Funds
10.75%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
77
Increased
229
Reduced
214
Closed
67
Calls
$1.01B
Puts
$1.75B
Net Calls
-$741M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
326
Ashton Thomas Private Wealth
Arizona
$909K +$210K +1,800 +30%
BIA
327
Biondo Investment Advisors
Pennsylvania
$903K +$22.6K +193 +3%
CSWG
328
Cardinal Strategic Wealth Guidance
Kentucky
$882K +$895K +7,656 New
RVM
329
Robinson Value Management
Texas
$863K +$16.4K +140 +2%
FWP
330
FAS Wealth Partners
Kansas
$824K -$170K -1,456 -17%
SWM
331
Spire Wealth Management
Virginia
$822K -$28.5K -244 -3%
AIFAIM
332
American Institute for Advanced Investment Management
Arizona
$815K -$5.85K -50 -0.7%
GT
333
Greenleaf Trust
Michigan
$770K
HNB
334
Huntington National Bank
Ohio
$769K
HWA
335
HCR Wealth Advisors
California
$769K +$222K +1,900 +40%
CFG
336
Citizens Financial Group
Rhode Island
$768K -$105K -900 -12%
W
337
WealthOne
New York
$762K +$38.5K +329 +5%
EH
338
Equitable Holdings
New York
$739K -$117K -1,003 -14%
Axa
339
Axa
France
$735K +$746K +6,383 New
SWP
340
Summit Wealth Partners
Florida
$731K +$585 +5 +0.1%
MAM
341
Madison Asset Management
Wisconsin
$729K +$740K +6,328 New
SGCA
342
Steel Grove Capital Advisors
Tennessee
$719K -$249K -2,128 -25%
NFG
343
Next Financial Group
Texas
$717K -$282K -2,413 -28%
PP
344
Patron Partners
Texas
$717K +$48.5K +415 +7%
PWM
345
Perigon Wealth Management
California
$707K +$86.6K +741 +14%
BCA
346
Bay Colony Advisors
Massachusetts
$706K +$100K +859 +16%
CB
347
Community Bank
New York
$680K -$17.5K -150 -2%
RC
348
Rinet Company
Massachusetts
$678K -$189K -1,616 -22%
SCA
349
Snowden Capital Advisors
New York
$678K +$59.5K +509 +9%
RSWM
350
Robertson Stephens Wealth Management
California
$675K -$69.7K -596 -9%