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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 %
SRG
476
SBB Research Group
Illinois
$749K +$824 +9 +0.1%
RFC
477
Regions Financial Corp
Alabama
$748K -$8.98K -98 -1%
SOS
478
Silver Oak Securities
Tennessee
$747K -$1.09M -11,856 -59%
HWA
479
HCR Wealth Advisors
California
$740K
FWM
480
Forza Wealth Management
Florida
$730K +$247K +2,700 +51%
SC
481
Solstein Capital
California
$720K
FA
482
FDx Advisors
Illinois
$712K +$15K +164 +2%
HWP
483
Heritage Wealth Partners
Ohio
$709K -$555K -6,060 -44%
RBFC
484
Roman Butler Fullerton & Co
Missouri
$707K +$49.6K +544 +8%
AWM
485
Apollon Wealth Management
South Carolina
$699K -$1.41M -15,351 -67%
TPW
486
Transatlantique Private Wealth
New York
$693K +$693K +7,571 New
BG
487
Benedetti & Gucer
Georgia
$693K +$693K +7,566 New
PVI
488
Pine Valley Investments
New Jersey
$686K +$686K +7,489 New
ANB
489
Amarillo National Bank
Texas
$679K
HFA
490
High Falls Advisors
New York
$673K -$142K -1,547 -17%
MWM
491
Moulton Wealth Management
Washington
$667K -$3.9M -42,733 -85%
YWM
492
Yoder Wealth Management
California
$661K -$16.2K -177 -2%
LWM
493
Lyell Wealth Management
California
$660K -$77.9K -850 -11%
CAWM
494
Capital Advisors Wealth Management
Washington
$657K -$260K -2,842 -28%
AWM
495
Avaii Wealth Management
Wisconsin
$631K +$48.9K +534 +8%
AWE
496
Avidian Wealth Enterprises
Texas
$630K -$388K -4,238 -38%
CA
497
Cambridge Advisors
Nebraska
$629K
PMG
498
ProVise Management Group
Florida
$628K -$885K -9,665 -58%
SWP
499
Stratos Wealth Partners
Ohio
$626K +$133K +1,450 +27%
WCP
500
Wick Capital Partners
Pennsylvania
$616K +$616K +6,724 New