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iShares 7-10 Year Treasury Bond ETF

780 hedge funds and large institutions have $26.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 315 increasing their positions, 226 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+54
Holders Change %
+7.44%
% of All Funds
12.48%
Holding in Top 10
99
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.86%
% of All Funds
1.58%
New
151
Increased
315
Reduced
226
Closed
78
Calls
$554M
Puts
$458M
Net Calls
+$95.8M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Shares
Change %
BWCS
526
Beirne Wealth Consulting Services
Connecticut
$512K +$512K +5,161 New
WIM
527
Westside Investment Management
California
$505K +$396 +4 +0.1%
LJAC
528
L.J. Altfest & Co
New York
$497K -$69.2K -698 -12%
BWM
529
Bulltick Wealth Management
Florida
$496K -$42.9K -433 -8%
FT
530
Fiduciary Trust
Massachusetts
$493K -$540K -5,450 -52%
B
531
Bellecapital
Switzerland
$492K
TF
532
TIAA FSB
Florida
$488K +$488K +4,919 New
CWS
533
Cypress Wealth Services
California
$487K -$311K -3,139 -39%
FAM
534
Family Asset Management
South Carolina
$483K -$301K -3,037 -38%
JC
535
JB Capital
Connecticut
$482K +$482K +4,858 New
SWM
536
Shelton Wealth Management
Texas
$473K -$3.7M -37,377 -89%
PIA
537
Perennial Investment Advisors
California
$472K +$110K +1,113 +31%
FA
538
Flagstar Advisors
New York
$470K +$42.1K +425 +10%
FFN
539
Focus Financial Network
Minnesota
$466K +$466K +4,706 New
PFO
540
Pathstone Family Office
New Jersey
$459K -$481K -4,850 -51%
BWM
541
Birchcreek Wealth Management
Ohio
$453K +$453K +4,568 New
RI
542
Ridgewood Investments
New Jersey
$448K +$94.4K +952 +27%
AWM
543
Aprio Wealth Management
Georgia
$440K -$121K -1,223 -22%
PPC
544
Park Place Capital
Alabama
$438K -$1.88K -19 -0.4%
HTC
545
Haverford Trust Company
Pennsylvania
$437K -$9.42K -95 -2%
HT
546
Headlands Technologies
Illinois
$430K +$430K +4,339 New
BSB
547
Bangor Savings Bank
Maine
$430K -$49.9K -503 -10%
DI
548
Diligent Investors
California
$423K +$297 +3 +0.1%
CCA
549
Cobblestone Capital Advisors
New York
$419K -$1.14M -11,530 -73%
WF
550
Warner Financial
Maryland
$416K +$416K +4,201 New