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iShares 7-10 Year Treasury Bond ETF

780 hedge funds and large institutions have $26.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 315 increasing their positions, 226 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+54
Holders Change %
+7.44%
% of All Funds
12.48%
Holding in Top 10
99
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.86%
% of All Funds
1.58%
New
151
Increased
315
Reduced
226
Closed
78
Calls
$554M
Puts
$458M
Net Calls
+$95.8M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
401
Beacon Financial Group
Texas
$1.31M +$1.31M +13,187 New
WA
402
WBH Advisory
Maryland
$1.31M +$1.31M +13,179 New
William Blair & Company
403
William Blair & Company
Illinois
$1.3M +$388K +3,911 +42%
JWCA
404
J.W. Coons Advisors
Ohio
$1.29M -$11.4K -115 -0.9%
CTA
405
Chesley Taft & Associates
Illinois
$1.28M +$19.8K +200 +2%
YWM
406
Yoder Wealth Management
California
$1.28M +$1.28M +12,880 New
CCM
407
Ciovacco Capital Management
Georgia
$1.28M -$107K -1,078 -8%
SWP
408
Stratos Wealth Partners
Ohio
$1.27M +$505K +5,090 +66%
FLA
409
Financial Life Advisors
Texas
$1.24M +$934K +9,421 +301%
JSL
410
JT Stratford LLC
Georgia
$1.22M +$247K +2,491 +25%
WIP
411
WealthCare Investment Partners
Rhode Island
$1.21M +$1.21M +12,183 New
CIA
412
Choate Investment Advisors
Massachusetts
$1.15M
CAAS
413
Capital Asset Advisory Services
Michigan
$1.15M -$367K -3,698 -24%
BWM
414
Brickley Wealth Management
California
$1.15M
AAS
415
Ameritas Advisory Services
Nebraska
$1.15M -$1.48M -14,954 -56%
CWM
416
Congress Wealth Management
Massachusetts
$1.14M -$482K -4,867 -30%
BA
417
BCM Advisors
Louisiana
$1.13M +$732K +7,444 +182%
SI
418
Stephens Inc
Arkansas
$1.08M -$14.6K -147 -1%
HI
419
Hudock Inc
Pennsylvania
$1.08M -$103K -1,043 -9%
HCM
420
Howard Capital Management
Georgia
$1.07M +$1.07M +10,820 New
EGA
421
Eagle Global Advisors
Texas
$1.06M +$17.3K +175 +2%
BIA
422
Biondo Investment Advisors
Pennsylvania
$1.04M -$6.94K -70 -0.7%
CAWM
423
Capital Advisors Wealth Management
Washington
$1.04M +$1.04M +10,519 New
T
424
TCWP
Ohio
$1.04M -$600K -6,051 -37%
HS
425
Horan Securities
United States
$1.04M -$40.2K -406 -4%