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iShares 7-10 Year Treasury Bond ETF

893 hedge funds and large institutions have $24.4B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 379 increasing their positions, 299 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
-12
Holders Change %
-1.33%
% of All Funds
12.95%
Holding in Top 10
95
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.77%
% of All Funds
1.38%
New
109
Increased
379
Reduced
299
Closed
105
Calls
$1.73B
Puts
$1.52B
Net Calls
+$213M
Net Calls Change
-$62.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
376
TCP Asset Management
Ohio
$2.35M -$345K -3,643 -13%
SW
377
Simplicity Wealth
New Jersey
$2.34M +$1.26M +13,339 +117%
LPT
378
Legacy Private Trust
Wisconsin
$2.31M -$292K -3,087 -11%
IFO
379
Independent Family Office
New York
$2.3M +$26.5K +280 +1%
TVAMP
380
Tennessee Valley Asset Management Partners
Tennessee
$2.28M -$2.21M -23,380 -49%
CCM
381
Canal Capital Management
Virginia
$2.27M -$15.5M -164,081 -87%
BMCM
382
Burns Matteson Capital Management
New York
$2.26M +$2.26M +23,906 New
CCWA
383
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.25M -$10.1K -107 -0.4%
MLM
384
Mount Lucas Management
Pennsylvania
$2.23M -$1.19M -12,613 -35%
RVM
385
Robinson Value Management
Texas
$2.18M +$167K +1,760 +8%
HCM
386
Hollencrest Capital Management
California
$2.14M -$51.1K -540 -2%
WAG
387
Wallace Advisory Group
California
$2.11M -$407K -4,219 -16%
AIG
388
American International Group
New York
$2.09M
Kovitz Investment Group Partners
389
Kovitz Investment Group Partners
Illinois
$2.09M +$2.09M +22,061 New
PCM
390
Penserra Capital Management
California
$2.04M +$2.04M +21,600 New
MIFH
391
Migdal Insurance & Financial Holdings
Israel
$2.04M -$1.72M -18,153 -46%
SAG
392
Spotlight Asset Group
Illinois
$2.04M +$33.2K +351 +2%
IF
393
Intrua Financial
Texas
$2.03M +$2.03M +21,445 New
TFF
394
The Family Firm
Maryland
$2.03M +$9.18K +97 +0.5%
CWM
395
Circle Wealth Management
New Jersey
$2M -$186K -1,966 -9%
LAM
396
Lewis Asset Management
California
$1.99M +$124K +1,315 +7%
AWM
397
Apollon Wealth Management
South Carolina
$1.97M -$66.8K -706 -3%
FCT
398
First Community Trust
Iowa
$1.9M
FL
399
FreeGulliver LLC
Louisiana
$1.9M +$1.9M +20,038 New
CS
400
Credit Suisse
Switzerland
$1.89M +$1.47M +15,499 +348%