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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
Simplex Trading
376
Simplex Trading
Illinois
$810K +$810K +7,047 New
FAIM
377
Financial Advocates Investment Management
Washington
$803K +$390K +3,392 +80%
BCA
378
Bay Colony Advisors
Massachusetts
$795K +$90.5K +787 +13%
SS
379
Sunbelt Securities
Texas
$783K +$812K +7,062 New
HNB
380
Huntington National Bank
Ohio
$769K -$589K -5,123 Closed
GT
381
Greenleaf Trust
Michigan
$769K
CFG
382
Citizens Financial Group
Rhode Island
$766K
PCM
383
Prelude Capital Management
New York
$765K +$227K +1,973 +42%
MWM
384
Modera Wealth Management
New Jersey
$757K +$757K +6,586 New
Koshinski Asset Management
385
Koshinski Asset Management
Illinois
$751K +$137K +1,196 +22%
VWM
386
Venturi Wealth Management
Texas
$750K -$270K -2,351 -26%
SFO
387
Stokes Family Office
Louisiana
$730K +$730K +6,351 New
SWP
388
Summit Wealth Partners
Florida
$718K -$11.6K -101 -2%
N
389
Nuveen
North Carolina
$712K +$708K +6,157 New
FWP
390
FAS Wealth Partners
Kansas
$700K -$123K -1,067 -15%
PP
391
Patron Partners
Texas
$699K -$18K -157 -3%
PWM
392
Perigon Wealth Management
California
$695K -$11.3K -98 -2%
VCWA
393
Vanguard Capital Wealth Advisors
Colorado
$689K -$51.7K -450 -7%
NWMG
394
National Wealth Management Group
Ohio
$684K +$684K +5,946 New
EWA
395
EP Wealth Advisors
California
$683K -$1.13M -9,840 -62%
AIA
396
Acute Investment Advisory
Arizona
$680K +$679K +5,909 New
CB
397
Community Bank
New York
$679K
TCBWMS
398
Texas Capital Bank Wealth Management Services
Texas
$678K +$678K +5,898 New
AIFAIM
399
American Institute for Advanced Investment Management
Arizona
$670K -$144K -1,250 -18%
IP
400
Ignite Planners
California
$665K +$683K +5,942 New