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iShares 7-10 Year Treasury Bond ETF

499 hedge funds and large institutions have $12.6B invested in iShares 7-10 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 199 increasing their positions, 145 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 41

37% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 145

35% more funds holding in top 10

Funds holding in top 10: 4966 (+17)

31% more capital invested

Capital invested by funds: $9.61B → $12.6B (+$2.97B)

11% more funds holding

Funds holding: 448499 (+51)

1.14% less ownership

Funds ownership: 75.52%74.37% (-1.1%)

81% less call options, than puts

Call options by funds: $536M | Put options by funds: $2.88B

Holders
499
Holders Change
+51
Holders Change %
+11.38%
% of All Funds
10.84%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.43%
New
98
Increased
199
Reduced
145
Closed
41
Calls
$536M
Puts
$2.88B
Net Calls
-$2.34B
Net Calls Change
-$557M
Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
451
Lake Point Wealth Management
Texas
$26K
BCA
452
Bray Capital Advisors
Florida
$25K
TWA
453
TCI Wealth Advisors
Arizona
$25K
CHC
454
City Holding Co
West Virginia
$24K
SFG
455
SevenBridge Financial Group
Pennsylvania
$23K
SCA
456
Stonebridge Capital Advisors
Minnesota
$23K +$22K +205 New
BHWM
457
Bay Harbor Wealth Management
Maryland
$21K +$20.7K +193 New
TC
458
Trust Company
Kansas
$20K
CAGAS
459
Capital Advisory Group Advisory Services
Minnesota
$20K +$19.8K +185 New
TCOV
460
Trust Company of Vermont
Vermont
$18K
VCM
461
Vigilant Capital Management
Maine
$17K +$16.1K +150 New
HCM
462
Hilton Capital Management
New York
$17K +$16.6K +155 New
GI
463
Gradient Investments
Minnesota
$16K +$7.72K +72 +94%
ETI
464
Enterprise Trust & Investment
California
$16K +$15.9K +148 New
SAM
465
Shamrock Asset Management
Texas
$15K -$337K -3,140 -96%
ACA
466
Atlas Capital Advisors
Wyoming
$13.5K +$13.2K +123 New
PCIG
467
Partners Capital Investment Group
Massachusetts
$13K +$107 +1 +0.9%
TF
468
TimeScale Financial
Massachusetts
$13K +$12.6K +118 New
IFAM
469
Institutional & Family Asset Management
Colorado
$12K
VFA
470
Valeo Financial Advisors
Indiana
$11K +$11.1K +104 New
HPC
471
HM Payson & Co
Maine
$10K +$9.32K +87 New
SWP
472
Strategic Wealth Partners
Ohio
$10K +$10.4K +97 New
WA
473
WestEnd Advisors
North Carolina
$9.35K +$2.68K +25 +42%
PCM
474
Princeton Capital Management
New Jersey
$9K
HWM
475
Holloway Wealth Management
Florida
$8K