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iShares 7-10 Year Treasury Bond ETF

933 hedge funds and large institutions have $30.1B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 428 increasing their positions, 257 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+37
Holders Change %
+4.13%
% of All Funds
13.5%
Holding in Top 10
101
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.48%
% of All Funds
1.46%
New
141
Increased
428
Reduced
257
Closed
91
Calls
$1.29B
Puts
$1.37B
Net Calls
-$79.3M
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
26
Wealthcare Capital Management
Virginia
$181M +$2.49M +25,390 +1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$180M +$8.3M +84,552 +5%
Wells Fargo
28
Wells Fargo
California
$179M -$25.1M -255,772 -12%
AllianceBernstein
29
AllianceBernstein
Tennessee
$177M +$12.1M +122,991 +7%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$161M -$10.4M -106,059 -6%
Truist Financial
31
Truist Financial
North Carolina
$149M -$7.4M -75,387 -5%
Goldman Sachs
32
Goldman Sachs
New York
$145M +$63.6M +648,347 +78%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$144M +$14.8M +151,093 +12%
CCM
34
Coldstream Capital Management
Washington
$139M +$9.27M +94,478 +7%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$112M +$96.5M +984,731 +608%
WA
36
WestEnd Advisors
North Carolina
$111M -$5.81M -59,197 -5%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$111M +$108M +1,104,874 +4,713%
Citigroup
38
Citigroup
New York
$110M -$11M -112,485 -9%
JHCM
39
Juniper Hill Capital Management
California
$108M
Stifel Financial
40
Stifel Financial
Missouri
$107M +$1.47M +15,031 +1%
PCIG
41
Partners Capital Investment Group
Massachusetts
$103M +$1.31M +13,331 +1%
HPG
42
Harvest Portfolios Group
Ontario, Canada
$93.9M +$50.7M +516,428 +117%
Victory Capital Management
43
Victory Capital Management
Texas
$90M +$1.59M +16,168 +2%
3AM
44
3EDGE Asset Management
Florida
$85.5M +$7.53M +76,776 +10%
AIA
45
Ally Invest Advisors
North Carolina
$80.2M +$1.83M +18,625 +2%
EFI
46
EHP Funds Inc
Canada
$78.6M +$78.6M +801,200 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$77.3M +$13.5M +137,910 +21%
Cerity Partners
48
Cerity Partners
New York
$76M +$780K +7,946 +1%
AAG
49
Avalon Advisory Group
Pennsylvania
$75.5M +$1.57M +16,006 +2%
SMFG
50
Sumitomo Mitsui Financial Group
Japan
$69.9M +$1.95M +19,844 +3%