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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
VA
501
Valmark Advisers
Ohio
$310K +$23.1K +201 +8%
EE
502
EWG Elevate
California
$308K -$91.4K -795 -23%
NAMM
503
NorthStar Asset Management (Massachusetts)
Massachusetts
$308K
CAMG
504
CWA Asset Management Group
Florida
$304K -$230 -2 -0.1%
PG
505
Patten Group
Tennessee
$303K -$41.8K -364 -12%
MFW
506
Meristem Family Wealth
Minnesota
$301K
SIM
507
Sadoff Investment Management
Wisconsin
$300K -$121K -1,050 -29%
MIH
508
Meitav Investment House
Israel
$294K -$50.8K -442 -15%
PA
509
Parallel Advisors
California
$294K -$14.4K -125 -5%
TC
510
Truvestments Capital
Florida
$290K +$2.3K +20 +0.8%
SSCA
511
South Shore Capital Advisors
Massachusetts
$289K
CSPAM
512
Cary Street Partners Asset Management
Virginia
$287K +$287K +2,495 New
DWM
513
Destination Wealth Management
California
$284K
FS
514
Ferguson Shapiro
Georgia
$279K -$14.3M -124,760 -98%
RW
515
Rede Wealth
Virginia
$276K -$4.02K -35 -1%
WIA
516
World Investment Advisors
California
$272K +$284K +2,469 New
BS
517
Boenning & Scattergood
Pennsylvania
$270K
BBNA
518
Bremer Bank National Association
Minnesota
$270K
RWP
519
RWA Wealth Partners
Massachusetts
$270K
WF
520
Welch & Forbes
Massachusetts
$270K +$269K +2,338 New
BB
521
Busey Bank
Illinois
$268K
DWM
522
Drive Wealth Management
Utah
$268K +$267K +2,327 New
AC
523
Anson Capital
Georgia
$266K +$265K +2,306 New
WWM
524
Wolff Wiese Magana
California
$263K +$9.66K +84 +4%
T
525
TNF
Montana
$261K