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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 %
USCWA
351
U.S. Capital Wealth Advisors
Texas
$2.06M +$461K +4,648 +29%
FAG
352
Fortitude Advisory Group
Washington
$2.06M +$259K +2,615 +14%
GC
353
Guggenheim Capital
Illinois
$2.05M
RWPA
354
Richard W. Paul & Associates
Michigan
$2.05M +$2.05M +20,648 New
IFO
355
Independent Family Office
New York
$2.04M +$9.91K +100 +0.5%
TFF
356
The Family Firm
Maryland
$2.04M +$182K +1,834 +10%
GSWM
357
Greenup Street Wealth Management
Michigan
$2M +$36.1K +364 +2%
CI
358
CX Institutional
Indiana
$2M +$180K +1,808 +10%
CWG
359
Cornerstone Wealth Group
North Carolina
$1.99M +$361K +3,643 +22%
BCI
360
Brinker Capital Investments
Pennsylvania
$1.97M -$947K -9,551 -32%
OPS
361
Orion Portfolio Solutions
Nebraska
$1.97M +$1.03M +10,422 +110%
CFA
362
Camarda Financial Advisors
Florida
$1.88M +$76.2K +769 +4%
SCM
363
Stordahl Capital Management
Colorado
$1.86M -$811K -8,186 -30%
FHA
364
Flagship Harbor Advisors
Massachusetts
$1.85M +$1.85M +18,648 New
EDRH
365
Edmond de Rothschild Holding
Switzerland
$1.82M -$42.9K -433 -2%
PMAM
366
Picton Mahoney Asset Management
Ontario, Canada
$1.82M
LIM
367
Leavell Investment Management
Alabama
$1.8M -$262K -2,648 -13%
ACM
368
Ascendant Capital Management
California
$1.78M +$1.78M +18,000 New
BS
369
Banco Santander
Spain
$1.74M +$218K +2,195 +14%
NFP
370
Narus Financial Partners
Utah
$1.7M -$19K -192 -1%
QAM
371
Q3 Asset Management
Michigan
$1.7M +$1.7M +17,199 New
IWA
372
Intercontinental Wealth Advisors
Texas
$1.67M +$1.67M +16,881 New
SWA
373
Stratos Wealth Advisors
Ohio
$1.65M -$2.22M -22,421 -57%
HI
374
Harbour Investments
Wisconsin
$1.62M +$1.26M +12,663 +340%
TIAM2
375
Tru Independence Asset Management 2
Oregon
$1.62M +$1.62M +16,368 New