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iShares 7-10 Year Treasury Bond ETF

905 hedge funds and large institutions have $24.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 309 increasing their positions, 305 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+113
Holders Change %
+14.27%
% of All Funds
13.27%
Holding in Top 10
103
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.19%
% of All Funds
1.51%
New
214
Increased
309
Reduced
305
Closed
83
Calls
$1.12B
Puts
$843M
Net Calls
+$275M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Shares
Change %
RVM
401
Robinson Value Management
Texas
$2.05M +$44.3K +460 +2%
CAM
402
Crestone Asset Management
Colorado
$2.05M +$2.05M +21,220 New
BRWA
403
B. Riley Wealth Advisors
Florida
$2.01M +$1.54M +15,979 +328%
WP
404
WealthShield Partners
North Carolina
$2M +$1.98M +20,556 +8,747%
P
405
Pitcairn
Pennsylvania
$1.99M +$531K +5,509 +36%
MOS
406
MGO One Seven
Ohio
$1.96M +$32.8K +340 +2%
SAG
407
Spotlight Asset Group
Illinois
$1.94M
BA
408
Ballew Advisors
Mississippi
$1.93M -$2.46M -25,756 -56%
LAM
409
Lewis Asset Management
California
$1.9M +$1.9M +19,711 New
SFS
410
Sowell Financial Services
Arkansas
$1.89M +$1.89M +19,560 New
BWM
411
Biltmore Wealth Management
Arizona
$1.88M -$312K -3,235 -14%
GS
412
GTS Securities
New York
$1.8M +$1.8M +18,652 New
CWM
413
Certus Wealth Management
California
$1.79M +$453K +4,699 +34%
PMAM
414
Picton Mahoney Asset Management
Ontario, Canada
$1.77M
BTWM
415
Baker Tilly Wealth Management
Wisconsin
$1.74M -$52.1K -541 -3%
EWMCB
416
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.71M -$1.3M -13,466 -43%
WCM
417
Winthrop Capital Management
Indiana
$1.7M +$1.7M +17,674 New
SOS
418
Silver Oak Securities
Tennessee
$1.69M +$906K +9,403 +115%
GSWM
419
Greenup Street Wealth Management
Michigan
$1.66M -$328K -3,405 -17%
LIM
420
Leavell Investment Management
Alabama
$1.66M -$342K -3,550 -17%
MSFS
421
Main Street Financial Solutions
Pennsylvania
$1.65M -$1.72M -17,851 -51%
SAM
422
SignalPoint Asset Management
Missouri
$1.65M -$350K -3,634 -18%
RG
423
Rathbones Group
United Kingdom
$1.61M +$1.28M +13,313 +387%
HH
424
Hilltop Holdings
Texas
$1.61M -$3.05M -31,671 -65%
SCA
425
Snowden Capital Advisors
New York
$1.58M +$773K +8,021 +96%