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iShares 7-10 Year Treasury Bond ETF

800 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 329 increasing their positions, 269 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
12.62%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.53%
New
118
Increased
329
Reduced
269
Closed
91
Calls
$303M
Puts
$463M
Net Calls
-$160M
Net Calls Change
-$256M
Name Holding Trade Value Shares
Change
Shares
Change %
WMS
451
Wealth Management Solutions
Pennsylvania
$1.02M -$1.23M -12,750 -55%
KTC
452
Kistler-Tiffany Companies
Pennsylvania
$1.02M +$1.02M +10,572 New
EGA
453
Eagle Global Advisors
Texas
$1.01M -$20.5K -212 -2%
FFA
454
Fortune Financial Advisors
Kansas
$1.01M +$1.01M +10,453 New
BIA
455
Biondo Investment Advisors
Pennsylvania
$1M -$13K -135 -1%
CWS
456
Cypress Wealth Services
California
$1M +$528K +5,461 +111%
AB
457
Atlas Brown
Kentucky
$995K -$4.73K -49 -0.5%
KCM
458
Kornitzer Capital Management
Kansas
$986K +$18.6K +193 +2%
DWM
459
Dakota Wealth Management
Florida
$983K +$209K +2,166 +27%
CPW
460
Catalyst Private Wealth
California
$971K +$430K +4,451 +79%
CAWM
461
Capital Advisors Wealth Management
Washington
$968K -$48.3K -500 -5%
WA
462
Win Advisors
Florida
$964K
KJHP
463
K.J. Harrison & Partners
Ontario, Canada
$963K
JF
464
Joule Financial
Kentucky
$961K +$113K +1,167 +13%
EH
465
Equitable Holdings
New York
$945K +$315K +3,264 +50%
HPM
466
Hoxton Planning & Management
West Virginia
$934K +$621K +6,433 +199%
TW
467
TrinityPoint Wealth
Connecticut
$933K +$933K +9,655 New
FPAS
468
Focus Partners Advisor Solutions
Missouri
$924K +$924K +9,566 New
SS
469
Sunbelt Securities
Texas
$904K +$530K +5,488 +142%
GIM
470
Goelzer Investment Management
Indiana
$898K +$23.1K +239 +3%
SS
471
Simplicity Solutions
Minnesota
$896K -$3.94M -40,749 -81%
BWAM
472
Boyd Watterson Asset Management
Ohio
$884K +$144K +1,490 +19%
CSPIA
473
Cary Street Partners Investment Advisory
Virginia
$881K +$171K +1,766 +24%
Parallax Volatility Advisers
474
Parallax Volatility Advisers
California
$877K -$4.57M -47,290 -84%
FCBT
475
First Citizens Bank & Trust
North Carolina
$863K +$246K +2,545 +40%