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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 %
CB
451
Community Bank
New York
$868K -$3.47K -35 -0.4%
SCA
452
Snowden Capital Advisors
New York
$867K +$218K +2,203 +34%
VC
453
Vicus Capital
Pennsylvania
$867K +$867K +8,743 New
OHWP
454
Oak Harbor Wealth Partners
North Carolina
$866K +$736K +7,430 +567%
AWE
455
Avidian Wealth Enterprises
Texas
$862K +$130K +1,309 +18%
HWA
456
HCR Wealth Advisors
California
$855K
FA
457
FDx Advisors
Illinois
$854K
LWM
458
Lyell Wealth Management
California
$853K -$319K -3,220 -27%
AFS
459
Access Financial Services
Minnesota
$846K -$116K -1,171 -12%
PWM
460
Perigon Wealth Management
California
$845K +$272K +2,740 +47%
CIM
461
Cambria Investment Management
California
$836K -$261K -2,636 -24%
ASFA
462
All Season Financial Advisors
Colorado
$832K -$1.8M -18,206 -68%
PCIA
463
Prime Capital Investment Advisors
Kansas
$825K +$143K +1,445 +21%
Vontobel Holding
464
Vontobel Holding
Switzerland
$824K +$824K +8,313 New
MSFS
465
Main Street Financial Solutions
Pennsylvania
$824K -$27.2K -274 -3%
CFG
466
Carr Financial Group
Massachusetts
$806K +$806K +8,130 New
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$804K -$45.1K -455 -5%
DWM
468
Dakota Wealth Management
Florida
$794K +$38.4K +387 +5%
BWAM
469
Boyd Watterson Asset Management
Ohio
$759K +$266K +2,685 +54%
LPT
470
Legacy Private Trust
Wisconsin
$759K +$5.45K +55 +0.7%
NL
471
NKCFO LLC
Illinois
$743K
CSPIA
472
Cary Street Partners Investment Advisory
Virginia
$729K -$41.8K -422 -5%
ANB
473
Amarillo National Bank
Texas
$728K
FW
474
FirstPurpose Wealth
Utah
$717K +$117K +1,176 +19%
M&T Bank
475
M&T Bank
New York
$711K +$2.38K +24 +0.3%