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iShares 7-10 Year Treasury Bond ETF

800 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 329 increasing their positions, 269 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
12.62%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.53%
New
118
Increased
329
Reduced
269
Closed
91
Calls
$303M
Puts
$463M
Net Calls
-$160M
Net Calls Change
-$256M
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
526
Tower Wealth Partners
Pennsylvania
$576K +$576K +5,967 New
AWM
527
Aprio Wealth Management
Georgia
$575K +$145K +1,505 +34%
FT
528
Fiduciary Trust
Massachusetts
$573K +$92.8K +961 +19%
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$571K +$193 +2 +0%
WA
530
Wealth Alliance
New York
$569K +$569K +5,891 New
CWM
531
Congress Wealth Management
Massachusetts
$568K -$547K -5,659 -49%
AFA
532
American Financial Advisors
Georgia
$566K +$193 +2 +0%
PI
533
PFG Investments
New York
$557K -$87.1K -902 -14%
KFAA
534
Klaas Financial Asset Advisors
Illinois
$557K -$31.5K -326 -5%
FCAM
535
First Citizens Asset Management
North Carolina
$555K -$580 -6 -0.1%
OPWM
536
Oxinas Partners Wealth Management
Indiana
$553K +$553K +5,720 New
PWM
537
Prentice Wealth Management
New York
$544K -$2.42K -25 -0.4%
Wealth Enhancement Advisory Services
538
Wealth Enhancement Advisory Services
Minnesota
$543K +$543K +5,618 New
AFS
539
Access Financial Services
Minnesota
$542K -$282K -2,921 -34%
AAM
540
Ameraudi Asset Management
New York
$540K +$540K +5,589 New
W
541
WealthOne
New York
$534K -$922K -9,543 -63%
Walleye Trading
542
Walleye Trading
New York
$526K +$526K +5,450 New
PFP
543
Pinnacle Financial Partners
Tennessee
$522K
SAM
544
Strategy Asset Managers
California
$521K -$68.9K -713 -12%
SWP
545
Stratos Wealth Partners
Ohio
$520K -$715K -7,401 -58%
VCWA
546
Vanguard Capital Wealth Advisors
Colorado
$517K +$2.13K +22 +0.4%
CIAS
547
CFS Investment Advisory Services
New Jersey
$516K +$516K +5,340 New
NFSG
548
Newbridge Financial Services Group
Florida
$515K +$478K +4,951 +1,289%
FWM
549
Forza Wealth Management
Florida
$509K +$509K +5,269 New
IWP
550
Icon Wealth Partners
Texas
$508K -$443K -4,586 -47%