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iShares 7-10 Year Treasury Bond ETF

612 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, 213 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
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
213
Closed
67
Calls
$1.01B
Puts
$1.75B
Net Calls
-$741M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Shares
Change %
OPWM
376
Oakwell Private Wealth Management
Texas
$538K -$322K -2,796 -37%
SW
377
SVB Wealth
Massachusetts
$525K +$13K +113 +3%
NWM
378
Northwest Wealth Management
Iowa
$515K +$193K +1,680 +60%
M&T Bank
379
M&T Bank
New York
$510K -$217K -1,887 -30%
RB
380
Renasant Bank
Mississippi
$510K -$6.81K -59 -1%
RA
381
Rational Advisors
New York
$508K +$493K +4,284 +3,347%
SPIA
382
Steward Partners Investment Advisory
New York
$506K -$93.6K -812 -16%
Franklin Resources
383
Franklin Resources
California
$506K +$26.8K +233 +6%
VIP
384
Viewpoint Investment Partners
Alberta, Canada
$504K +$66.3K +576 +15%
PGFC
385
Peapack-Gladstone Financial Corp
New Jersey
$502K +$502K +4,353 New
AWM
386
Altium Wealth Management
New York
$498K +$28K +243 +6%
FHB
387
First Hawaiian Bank
Hawaii
$494K
FAIM
388
Financial Advocates Investment Management
Washington
$489K +$116K +1,009 +31%
SWP
389
Stratos Wealth Partners
Ohio
$481K +$15K +130 +3%
PWMAG
390
Pinnacle Wealth Management Advisory Group
New Jersey
$479K +$236K +2,048 +97%
ACM
391
AlphaStar Capital Management
North Carolina
$471K +$471K +4,147 New
DI
392
Diligent Investors
California
$470K
CA
393
Continuum Advisory
Idaho
$458K +$241K +2,092 +111%
BRWM
394
B. Riley Wealth Management
Tennessee
$453K +$453K +3,933 New
KC
395
Kinloch Capital
Virginia
$448K +$85.4K +741 +24%
BA
396
Ballast Advisors
Minnesota
$444K +$103K +896 +30%
PAM
397
Peak Asset Management
Colorado
$443K -$173K -1,500 -28%
VCA
398
Verdence Capital Advisors
Maryland
$433K +$11.5K +100 +3%
JCM
399
Jacobi Capital Management
Pennsylvania
$425K +$26.5K +230 +7%
SI
400
SimpliFi Inc
California
$424K -$76.1K -660 -15%