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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
WCM
451
Windham Capital Management
Massachusetts
$275K +$27.5K +235 +11%
C1AG
452
Client 1st Advisory Group
Florida
$274K -$133K -1,134 -32%
LBA
453
Lowell Blake & Associates
Massachusetts
$274K
BHTS
454
Bar Harbor Trust Services
Maine
$274K +$43.6K +373 +19%
SI
455
Stephens Inc
Arkansas
$272K -$67.9K -581 -20%
FIM
456
Fernwood Investment Management
Massachusetts
$272K +$276K +2,360 New
BBNA
457
Bremer Bank National Association
Minnesota
$271K
RWP
458
RWA Wealth Partners
Massachusetts
$271K
BS
459
Boenning & Scattergood
Pennsylvania
$270K +$10.2K +87 +4%
PAM
460
Palisade Asset Management
Minnesota
$269K +$273K +2,332 New
CIAS
461
Capital Investment Advisory Services
North Carolina
$268K -$36.8K -315 -12%
T
462
TNF
Montana
$268K +$271K +2,314 New
BB
463
Busey Bank
Illinois
$268K +$272K +2,327 New
SWA
464
Stratos Wealth Advisors
Ohio
$264K -$298K -2,546 -53%
OWA
465
One Wealth Advisors
California
$264K +$268K +2,294 New
HCC
466
Hirtle Callaghan & Co
Pennsylvania
$259K
SCM
467
Stordahl Capital Management
Colorado
$258K
CWS
468
Cypress Wealth Services
California
$255K +$259K +2,213 New
WWM
469
Wolff Wiese Magana
California
$254K +$17.4K +149 +7%
DJSG
470
D.J. St. Germain
Massachusetts
$249K -$306K -2,615 -55%
OIA
471
Optimum Investment Advisors
Illinois
$248K -$15.6K -133 -6%
SCM
472
SCS Capital Management
Massachusetts
$247K -$409K -3,501 -62%
SFP
473
Sandbox Financial Partners
Maryland
$246K -$67K -573 -21%
IDA
474
Intelligence Driven Advisers
California
$245K -$345K -2,953 -58%
EDRH
475
Edmond de Rothschild Holding
Switzerland
$245K