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iShares 7-10 Year Treasury Bond ETF

686 hedge funds and large institutions have $13.8B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 224 increasing their positions, 216 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+74
Holders Change %
+12.09%
% of All Funds
10.59%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.93%
New
155
Increased
224
Reduced
216
Closed
68
Calls
$1.34B
Puts
$1.81B
Net Calls
-$462M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
451
Laidlaw Wealth Management
New York
$463K +$463K +4,028 New
CWS
452
Cypress Wealth Services
California
$457K +$202K +1,760 +80%
SI
453
SimpliFi Inc
California
$456K +$32.8K +285 +8%
SPIA
454
Steward Partners Investment Advisory
New York
$452K -$52.9K -460 -10%
SIC
455
Salem Investment Counselors
North Carolina
$449K +$449K +3,907 New
M&T Bank
456
M&T Bank
New York
$443K -$66.1K -575 -13%
BA
457
Ballast Advisors
Minnesota
$443K
ACM
458
AlphaStar Capital Management
North Carolina
$441K -$25.3K -225 -5%
LAS
459
Lloyd Advisory Services
Georgia
$441K +$438K +3,808 +14,646%
QC
460
QCM Cayman
Texas
$440K +$240K +2,087 +120%
KC
461
Kinloch Capital
Virginia
$434K -$12.5K -109 -3%
VCA
462
Verdence Capital Advisors
Maryland
$432K
LSPW
463
Lake Street Private Wealth
Illinois
$424K +$424K +3,687 New
SW
464
SVB Wealth
Massachusetts
$419K -$105K -913 -20%
CPWMP
465
Cardinal Point Wealth Management Partners
California
$419K +$419K +3,646 New
BA
466
Bellwether Advisors
Nebraska
$416K -$4.83K -42 -1%
SFG
467
Summit Financial Group
West Virginia
$416K
UB
468
UMB Bank
Missouri
$416K +$416K +3,615 New
DAS
469
Dynamic Advisor Solutions
Arizona
$416K +$416K +3,620 New
FFS
470
Founders Financial Securities
Maryland
$414K +$414K +3,602 New
CAM
471
Cresset Asset Management
Illinois
$413K +$413K +3,587 New
EH
472
Equitable Holdings
New York
$411K -$326K -2,838 -44%
PA
473
Prism Advisors
California
$410K +$99.9K +868 +32%
OBWG
474
Onyx Bridge Wealth Group
New York
$402K -$2.62K -23 -0.6%
EDRH
475
Edmond de Rothschild Holding
Switzerland
$399K +$155K +1,347 +63%