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iShares 7-10 Year Treasury Bond ETF

614 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, 214 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 67

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

7% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 214

3% more capital invested

Capital invested by funds: $10.2B → $10.5B (+$308M)

0.78% more ownership

Funds ownership: 75.14%75.92% (+0.78%)

0% more funds holding

Funds holding: 614614 (0)

42% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.75B

Holders
614
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
214
Closed
67
Calls
$1.01B
Puts
$1.75B
Net Calls
-$741M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
401
Sadoff Investment Management
Wisconsin
$422K -$117K -1,000 -21%
MA
402
Mutual Advisors
Nebraska
$422K -$69.7K -596 -14%
BA
403
Bellwether Advisors
Nebraska
$421K
FIA
404
Foundations Investment Advisors
Arizona
$417K -$11K -94 -3%
SFG
405
Summit Financial Group
West Virginia
$416K
FCBT
406
First Citizens Bank & Trust
North Carolina
$413K +$419K +3,586 New
AA
407
Advisory Alpha
Michigan
$411K +$135K +1,156 +48%
OBWG
408
Onyx Bridge Wealth Group
New York
$407K +$48.6K +416 +13%
EE
409
EWG Elevate
California
$400K
HWMA
410
Heritage Wealth Management (Arizona)
Arizona
$399K -$22.1K -189 -5%
JMFC
411
J.M. Forbes & Co
Massachusetts
$394K -$10.6K -91 -3%
TRCT
412
Tower Research Capital (TRC)
New York
$386K -$91.1K -779 -19%
BA
413
Bridge Advisory
California
$386K -$51.3K -439 -12%
CIAS
414
CFS Investment Advisory Services
New Jersey
$384K +$389K +3,331 New
EWM
415
Evercore Wealth Management
New York
$382K +$108K +925 +39%
AC
416
Apella Capital
Connecticut
$376K -$31.5K -269 -8%
IFG
417
Independent Financial Group
California
$374K -$51.8K -443 -12%
PA
418
PFG Advisors
Arizona
$372K -$155K -1,323 -29%
CAG
419
Csenge Advisory Group
Florida
$369K -$4.21K -36 -1%
TA
420
TFG Advisers
Michigan
$368K -$7.25K -62 -2%
GM
421
GeoWealth Management
Illinois
$367K -$366K -3,127 -49%
AWM
422
Avior Wealth Management
Nebraska
$358K +$23.7K +203 +7%
MHR
423
Matthew Hamilton Rosenberg
$357K +$362K +3,098 New
CFB
424
Cullen/Frost Bankers
Texas
$351K
PG
425
Patten Group
Tennessee
$346K -$34.5K -295 -9%