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iShares 7-10 Year Treasury Bond ETF

688 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, 225 increasing their positions, 217 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 68

32% more capital invested

Capital invested by funds: $10.5B → $13.8B (+$3.35B)

20% more funds holding in top 10

Funds holding in top 10: 5060 (+10)

12% more funds holding

Funds holding: 614688 (+74)

2.43% more ownership

Funds ownership: 75.92%78.35% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 217

26% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.81B

Holders
688
Holders Change
+74
Holders Change %
+12.05%
% 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
0.92%
New
155
Increased
225
Reduced
217
Closed
68
Calls
$1.34B
Puts
$1.81B
Net Calls
-$462M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$113M +$16.2M +141,040 +17%
HCM
27
Hilton Capital Management
New York
$113M +$66.2M +576,189 +143%
AWM
28
AE Wealth Management
Kansas
$86.4M +$65.9M +573,549 +322%
AIA
29
Ally Invest Advisors
North Carolina
$85.9M +$6.42M +55,881 +8%
Parallax Volatility Advisers
30
Parallax Volatility Advisers
California
$78M +$76.8M +667,763 +6,359%
CWM
31
Congress Wealth Management
Massachusetts
$76M +$76M +661,119 New
Osaic Holdings
32
Osaic Holdings
Arizona
$75M +$14.3M +124,128 +24%
HF
33
HRT Financial
New York
$72.5M +$1.24M +10,810 +2%
AAG
34
Avalon Advisory Group
Pennsylvania
$71.4M -$6.67M -58,066 -9%
BWL
35
Beacon Wealthcare LLC
North Carolina
$66M -$1.23M -10,667 -2%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$63.5M +$36.4M +316,695 +135%
Victory Capital Management
37
Victory Capital Management
Texas
$58.5M
MD
38
Money Design
Japan
$54.8M +$7.34M +63,842 +15%
CCM
39
Coldstream Capital Management
Washington
$54.7M -$11M -95,978 -17%
PWAG
40
Polaris Wealth Advisory Group
California
$52.7M +$52.7M +458,413 New
Stifel Financial
41
Stifel Financial
Missouri
$50.8M +$12.2M +106,485 +32%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$50.8M +$21.9M +190,565 +76%
MSAM
43
Moloney Securities Asset Management
Missouri
$49.9M +$49.8M +433,643 New
CIM
44
Confluence Investment Management
Missouri
$49.7M +$669K +5,822 +1%
Citigroup
45
Citigroup
New York
$48.7M +$35.9M +312,007 +280%
IA
46
IFP Advisors
Florida
$47.1M +$26.6M +231,179 +130%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$43.5M +$3.18M +27,705 +8%
Barclays
48
Barclays
United Kingdom
$41.8M +$6.58M +57,257 +19%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$41.5M -$1.09M -9,515 -3%
PI
50
PFS Investments
Georgia
$41.1M +$24.7M +214,662 +150%