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iShares 7-10 Year Treasury Bond ETF

688 hedge funds and large institutions have $13.8B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 225 increasing their positions, 217 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 68

32% more capital invested

Capital invested by funds: $10.5B → $13.8B (+$3.35B)

20% more funds holding in top 10

Funds holding in top 10: 5060 (+10)

12% more funds holding

Funds holding: 614688 (+74)

2.43% more ownership

Funds ownership: 75.92%78.35% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 217

26% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.81B

Holders
688
Holders Change
+74
Holders Change %
+12.05%
% of All Funds
10.59%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.92%
New
155
Increased
225
Reduced
217
Closed
68
Calls
$1.34B
Puts
$1.81B
Net Calls
-$462M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Change in
Stake
SRG
351
SBB Research Group
Illinois
$1.02M +$1.02M +8,907 New
BIA
352
Biondo Investment Advisors
Pennsylvania
$1.01M +$110K +960 +12%
ETIA
353
Epic Trust Investment Advisors
Washington
$1.01M +$1.01M +8,765 New
WCM
354
Windham Capital Management
Massachusetts
$984K +$709K +6,169 +258%
CCA
355
Checchi Capital Advisers
California
$981K +$29.9K +260 +3%
FAT
356
First American Trust
California
$977K -$37.6K -327 -4%
JWCA
357
J.W. Cole Advisors
Florida
$973K +$973K +8,462 New
RA
358
RFG Advisory
Alabama
$964K +$54.8K +477 +6%
Bessemer Group
359
Bessemer Group
New Jersey
$962K
IFG
360
Independent Financial Group
California
$926K +$553K +4,808 +148%
TFCP
361
Twin Focus Capital Partners
Massachusetts
$920K -$11.5K -100 -1%
MHR
362
Matthew Hamilton Rosenberg
$919K +$562K +4,891 +158%
ANB
363
Amarillo National Bank
Texas
$916K
PSUF
364
People's United Financial
Connecticut
$910K
AA
365
Argent Advisors
Louisiana
$898K -$54.1K -471 -6%
MCWS
366
McKinley Carter Wealth Services
West Virginia
$895K -$298K -2,591 -25%
HWA
367
HCR Wealth Advisors
California
$894K +$126K +1,100 +16%
ASN
368
Advisory Services Network
Georgia
$887K -$2.16M -18,819 -71%
IA
369
Inspire Advisors
Idaho
$884K -$188K -1,634 -18%
EGA
370
Eagle Global Advisors
Texas
$881K -$76.4K -665 -8%
CA
371
Cambridge Advisors
Nebraska
$868K -$60.5K -526 -7%
FT
372
Fiduciary Trust
Massachusetts
$856K -$54.7K -476 -6%
UCFA
373
United Capital Financial Advisors
Texas
$853K -$249K -2,162 -23%
RVM
374
Robinson Value Management
Texas
$839K -$21.8K -190 -3%
SWM
375
Spire Wealth Management
Virginia
$823K +$3.1K +27 +0.4%