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iShares 7-10 Year Treasury Bond ETF

792 hedge funds and large institutions have $24.3B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 311 increasing their positions, 281 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-8
Holders Change %
-1%
% of All Funds
12.63%
Holding in Top 10
91
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.19%
% of All Funds
1.45%
New
104
Increased
311
Reduced
281
Closed
102
Calls
$453M
Puts
$320M
Net Calls
+$132M
Net Calls Change
+$293M
Name Holding Trade Value Shares
Change
Shares
Change %
NPP
451
New Potomac Partners
Maryland
$896K +$896K +9,783 New
CSPIA
452
Cary Street Partners Investment Advisory
Virginia
$893K +$57.7K +630 +7%
SS
453
Simplicity Solutions
Minnesota
$889K +$40K +437 +5%
BCV
454
Banque Cantonale Vaudoise
Switzerland
$888K +$311K +3,400 +54%
BOM
455
Bank of Marin
California
$885K +$78K +852 +10%
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$857K -$439K -4,788 -34%
MSWMA
457
Market Street Wealth Management Advisors
Indiana
$852K -$432K -4,719 -34%
CF
458
Clarity Financial
Texas
$846K +$41K +448 +5%
WF
459
Warner Financial
Maryland
$846K +$156K +1,704 +23%
CBFP
460
Cedar Brook Financial Partners
Ohio
$839K +$647K +7,069 +338%
FIA
461
FNY Investment Advisers
New York
$833K +$833K +9,100 New
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$830K +$181K +1,980 +28%
RC
463
Roundview Capital
New Jersey
$828K +$828K +9,038 New
TIA
464
Traphagen Investment Advisors
New Jersey
$820K -$369K -4,027 -31%
MG
465
Mather Group
Illinois
$813K -$556K -6,072 -41%
AG
466
Ascent Group
Virginia
$799K +$155K +1,697 +24%
HIM
467
Hanlon Investment Management
New Jersey
$799K -$12.2K -133 -2%
HCM
468
Howard Capital Management
Georgia
$789K -$205K -2,237 -21%
AI
469
AXS Investments
New York
$780K +$25.2K +275 +3%
FW
470
FirstPurpose Wealth
Utah
$771K +$108K +1,180 +16%
CIM
471
Cambria Investment Management
California
$771K
CB
472
Community Bank
New York
$769K -$33.7K -368 -4%
SCA
473
Snowden Capital Advisors
New York
$768K -$46.9K -512 -6%
VC
474
Vicus Capital
Pennsylvania
$758K -$50.3K -549 -6%
WC
475
Waterloo Capital
Texas
$754K -$690K -7,536 -48%