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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 %
VCWA
526
Vanguard Capital Wealth Advisors
Colorado
$492K +$2.56K +28 +0.5%
HWM
527
Heirloom Wealth Management
Colorado
$492K -$14.8M -161,986 -97%
GT
528
Greenleaf Trust
Michigan
$486K +$257K +2,805 +112%
PI
529
PFG Investments
New York
$484K -$44.5K -486 -8%
CW
530
Channel Wealth
California
$473K -$182K -1,982 -28%
LA
531
LexAurum Advisors
Kansas
$471K +$471K +5,145 New
IWP
532
Icon Wealth Partners
Texas
$468K -$13.4K -146 -3%
Fiera Capital (Canada)
533
Fiera Capital (Canada)
Quebec, Canada
$466K -$2.84K -31 -0.6%
CWM
534
Chemistry Wealth Management
New York
$456K
B
535
Bellecapital
Switzerland
$455K
EP
536
Eudaimonia Partners
Tennessee
$452K +$550 +6 +0.1%
RI
537
Ridgewood Investments
New Jersey
$452K
LMKC
538
L.M. Kohn & Company
Ohio
$450K -$205K -2,240 -31%
BRWA
539
B. Riley Wealth Advisors
Florida
$446K -$1.29M -14,116 -74%
NWM
540
Northwest Wealth Management
Iowa
$444K -$4.95K -54 -1%
FAIM
541
Financial Advocates Investment Management
Washington
$443K +$89.4K +725 +25%
BFM
542
Boothbay Fund Management
New York
$443K -$3.82M -41,668 -90%
FA
543
Flagstar Advisors
New York
$439K +$3.3K +36 +0.8%
WIM
544
Westside Investment Management
California
$438K -$29.2K -319 -6%
Koshinski Asset Management
545
Koshinski Asset Management
Illinois
$436K -$864K -9,433 -66%
PFA
546
Pure Financial Advisors
California
$434K +$434K +4,740 New
PFO
547
Pathstone Family Office
New Jersey
$432K -$11.9K -130 -3%
CW
548
CreativeOne Wealth
Kansas
$431K -$944K -10,322 -69%
SW
549
Simplicity Wealth
New Jersey
$425K +$425K +4,638 New
FA
550
Fermata Advisors
California
$412K +$412K +4,500 New