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iShares 7-10 Year Treasury Bond ETF

905 hedge funds and large institutions have $24.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 309 increasing their positions, 305 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+113
Holders Change %
+14.27%
% of All Funds
13.27%
Holding in Top 10
103
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.19%
% of All Funds
1.51%
New
214
Increased
309
Reduced
305
Closed
83
Calls
$1.12B
Puts
$843M
Net Calls
+$275M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
526
Solstein Capital
California
$821K +$63.8K +662 +8%
FW
527
FirstPurpose Wealth
Utah
$820K +$9.06K +94 +1%
PPW
528
Parcion Private Wealth
Washington
$808K -$14.5M -149,957 -95%
AI
529
Arrien Investments
Idaho
$804K +$181K +1,877 +29%
TIA
530
Traphagen Investment Advisors
New Jersey
$802K -$60.7K -630 -7%
SP
531
Stablepoint Partners
Massachusetts
$797K +$797K +8,265 New
CB
532
Community Bank
New York
$791K -$18.3K -190 -2%
PWM
533
Prentice Wealth Management
New York
$777K +$226K +2,342 +41%
LNWWM
534
Laird Norton Wetherby Wealth Management
California
$767K -$531K -5,505 -41%
MAG
535
M3 Advisory Group
Massachusetts
$763K +$763K +7,914 New
ANB
536
Amarillo National Bank
Texas
$759K +$44.6K +463 +6%
ITB
537
Idaho Trust Bank
Idaho
$744K +$171K +1,774 +30%
HWP
538
Heritage Wealth Partners
Ohio
$736K -$9.74K -101 -1%
AWM
539
Avaii Wealth Management
Wisconsin
$735K +$71.3K +740 +11%
OC
540
Oppenheimer & Co
New York
$732K -$310K -3,218 -30%
VC
541
Vicus Capital
Pennsylvania
$720K -$77.1K -800 -10%
RFC
542
Regions Financial Corp
Alabama
$720K -$67.5K -700 -9%
VAS
543
Vestmark Advisory Solutions
Massachusetts
$715K +$715K +7,420 New
HHGC
544
Hunting Hill Global Capital
New York
$711K -$4.28M -44,395 -86%
KIA
545
KLR Investment Advisors
Rhode Island
$686K -$2.7M -28,007 -80%
PEA
546
Park Edge Advisors
Ohio
$678K +$313K +3,250 +86%
WSTAM
547
Wilbanks Smith & Thomas Asset Management
Virginia
$675K +$68.1K +707 +11%
PPWM
548
Paragon Private Wealth Management
Kentucky
$672K +$115K +1,188 +21%
FIA
549
Foundations Investment Advisors
Arizona
$660K +$96.8K +1,000 +17%
HFA
550
High Falls Advisors
New York
$656K -$51.6K -535 -7%