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iShares 7-10 Year Treasury Bond ETF

792 hedge funds and large institutions have $24.3B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 311 increasing their positions, 281 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-8
Holders Change %
-1%
% of All Funds
12.63%
Holding in Top 10
91
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.19%
% of All Funds
1.45%
New
104
Increased
311
Reduced
281
Closed
102
Calls
$453M
Puts
$320M
Net Calls
+$132M
Net Calls Change
+$293M
Name Holding Trade Value Shares
Change
Shares
Change %
UAS
376
United Asset Strategies
New York
$1.78M +$61.7K +674 +4%
ACM
377
Advance Capital Management
Michigan
$1.78M +$273K +2,980 +18%
CCB
378
Country Club Bank
Missouri
$1.71M +$1.71M +18,654 New
BTWM
379
Baker Tilly Wealth Management
Wisconsin
$1.71M -$441K -4,813 -21%
EWA
380
Exencial Wealth Advisors
Oklahoma
$1.69M -$300K -3,273 -15%
FAG
381
Fortitude Advisory Group
Washington
$1.69M +$1.47K +16 +0.1%
PMAM
382
Picton Mahoney Asset Management
Ontario, Canada
$1.68M
GC
383
Guidance Capital
Kentucky
$1.67M +$5.84K +65 +0.4%
TW
384
TrinityPoint Wealth
Connecticut
$1.66M +$778K +8,494 +88%
SIGI
385
Susquehanna International Group (Ireland)
Ireland
$1.65M +$1.65M +18,007 New
CG
386
Colony Group
Massachusetts
$1.58M -$34.7K -379 -2%
DC
387
Davenport & Co
Virginia
$1.57M +$40.9K +447 +3%
PWM
388
Perigon Wealth Management
California
$1.57M +$328K +3,581 +26%
HW
389
Hamilton Wealth
California
$1.48M +$368K +4,022 +33%
MPPLM
390
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.48M -$20.6K -225 -1%
NFP
391
Narus Financial Partners
Utah
$1.47M -$5.31K -58 -0.4%
IWM
392
IHT Wealth Management
Illinois
$1.42M +$347K +3,785 +32%
P
393
Pitcairn
Pennsylvania
$1.39M +$1.39M +15,153 New
JWCA
394
J.W. Coons Advisors
Ohio
$1.37M +$140K +1,525 +11%
NL
395
NWAM LLC
Washington
$1.36M -$609K -6,646 -31%
LPT
396
Legacy Private Trust
Wisconsin
$1.34M -$60.1K -656 -4%
SCM
397
Stordahl Capital Management
Colorado
$1.33M -$749K -8,180 -36%
BC
398
Bowman & Company
Wisconsin
$1.32M +$80.9K +884 +7%
SCM
399
SevenOneSeven Capital Management
Pennsylvania
$1.31M -$17K -187 -1%
BFG
400
Beacon Financial Group
Texas
$1.31M