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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 %
CM
426
Columbus Macro
Pennsylvania
$1.03M +$331K +3,349 +47%
MSCM
427
McElhenny Sheffield Capital Management
Texas
$1.03M -$362K -3,655 -26%
AB
428
Atlas Brown
Kentucky
$1.03M +$3.57K +36 +0.3%
ACA
429
Aptus Capital Advisors
Alabama
$1.02M +$777K +7,841 +323%
IMC Chicago
430
IMC Chicago
Illinois
$1.02M +$1.02M +10,257 New
FA
431
Faithward Advisors
Pennsylvania
$1.02M +$162K +1,617 +19%
T
432
TRUADVICE
Florida
$1.01M +$1.01M +10,101 New
CWA
433
Clarus Wealth Advisors
Arizona
$997K +$997K +9,921 New
CCWA
434
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$995K -$226K -2,277 -18%
KCM
435
Kornitzer Capital Management
Kansas
$993K +$20.8K +210 +2%
KJHP
436
K.J. Harrison & Partners
Ontario, Canada
$991K
IWP
437
Icon Wealth Partners
Texas
$976K +$976K +9,842 New
GI
438
Glovista Investments
New Jersey
$974K -$9.87M -99,633 -91%
OC
439
Oppenheimer & Co
New York
$973K +$146K +1,468 +18%
PP
440
Pacifica Partners
Canada
$965K +$28K +280 +3%
CBFP
441
Cedar Brook Financial Partners
Ohio
$921K +$921K +9,297 New
RFC
442
Regions Financial Corp
Alabama
$918K -$21.8K -220 -2%
CSIA
443
Charles Schwab Investment Advisory
California
$914K +$172K +1,739 +23%
GIM
444
Goelzer Investment Management
Indiana
$897K +$228K +2,299 +34%
SI
445
SimpliFi Inc
California
$897K +$499K +5,032 +125%
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$890K
TWC
447
TD Waterhouse Canada
Ontario, Canada
$886K +$331K +3,187 +60%
OMC
448
Old Mission Capital
Illinois
$883K -$8.54M -86,204 -91%
SPIA
449
Steward Partners Investment Advisory
New York
$873K -$4.06M -40,996 -82%
JF
450
Joule Financial
Kentucky
$870K +$111K +1,118 +15%