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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 %
AI
501
Arrien Investments
Idaho
$592K +$30K +327 +5%
FCAM
502
First Citizens Asset Management
North Carolina
$592K +$65.1K +711 +12%
WSTAM
503
Wilbanks Smith & Thomas Asset Management
Virginia
$577K -$110K -1,202 -16%
CSIA
504
Charles Schwab Investment Advisory
California
$567K -$16.7K -182 -3%
Franklin Resources
505
Franklin Resources
California
$565K -$82.5K -901 -13%
OPWM
506
Oxinas Partners Wealth Management
Indiana
$562K +$37.7K +412 +7%
BA
507
BCM Advisors
Louisiana
$560K +$560K +6,085 New
TWP
508
Tower Wealth Partners
Pennsylvania
$550K +$3.66K +40 +0.7%
ITB
509
Idaho Trust Bank
Idaho
$545K +$334K +3,644 +158%
CWM
510
Congress Wealth Management
Massachusetts
$538K -$458 -5 -0.1%
EA
511
Eudaimonia Advisors
Tennessee
$535K -$80.7K -881 -13%
FIA
512
Foundations Investment Advisors
Arizona
$533K +$329K +3,591 +161%
DAS
513
Dynamic Advisor Solutions
Arizona
$533K -$1.68M -18,315 -76%
PPWM
514
Paragon Private Wealth Management
Kentucky
$530K +$191K +2,090 +57%
PWM
515
Prentice Wealth Management
New York
$523K +$7.14K +78 +1%
HNB
516
Huntington National Bank
Ohio
$521K -$480K
FT
517
Fiduciary Trust
Massachusetts
$519K -$24.5K -268 -5%
AFS
518
Access Financial Services
Minnesota
$514K
AAM
519
Ameraudi Asset Management
New York
$506K -$6.23K -68 -1%
KFAA
520
Klaas Financial Asset Advisors
Illinois
$504K -$23.7K -259 -4%
SAM
521
Strategy Asset Managers
California
$502K +$7.51K +82 +2%
BWAM
522
Boyd Watterson Asset Management
Ohio
$500K -$338K -3,693 -40%
WA
523
Wealthstar Advisors
Texas
$500K +$19.6K +214 +4%
4WM
524
4J Wealth Management
Virginia
$495K +$24.5K +268 +5%
AFA
525
American Financial Advisors
Georgia
$494K -$43.1K -470 -8%