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iShares 7-10 Year Treasury Bond ETF

688 hedge funds and large institutions have $13.8B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 225 increasing their positions, 217 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 68

32% more capital invested

Capital invested by funds: $10.5B → $13.8B (+$3.35B)

20% more funds holding in top 10

Funds holding in top 10: 5060 (+10)

12% more funds holding

Funds holding: 614688 (+74)

2.43% more ownership

Funds ownership: 75.92%78.35% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 217

26% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.81B

Holders
688
Holders Change
+74
Holders Change %
+12.05%
% of All Funds
10.59%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.92%
New
155
Increased
225
Reduced
217
Closed
68
Calls
$1.34B
Puts
$1.81B
Net Calls
-$462M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
551
Stephens Inc
Arkansas
$211K -$60.7K -528 -22%
CFAM
552
Center For Asset Management
Florida
$209K +$209K +1,820 New
FWP
553
Firethorn Wealth Partners
Georgia
$208K +$208K +1,811 New
MFM
554
Mirsky Financial Management
New York
$207K -$3.33K -29 -2%
WF
555
Warner Financial
Maryland
$206K +$206K +1,789 New
TLFA
556
True Link Financial Advisors
California
$204K -$1.38K -12 -0.7%
PMG
557
ProVise Management Group
Florida
$201K
TW
558
TrinityPoint Wealth
Connecticut
$200K +$200K +1,740 New
CPA
559
Cardiff Park Advisors
California
$197K +$197K +1,710 New
CFA
560
Carroll Financial Associates
North Carolina
$194K +$50.5K +439 +35%
NG
561
NWK Group
California
$191K +$21.6K +188 +13%
First Manhattan
562
First Manhattan
New York
$185K
AWA
563
Amplius Wealth Advisors
Pennsylvania
$171K +$172K +1,495 New
ED
564
Exane Derivatives
France
$150K +$46.9K +408 +46%
CC
565
Commons Capital
Massachusetts
$138K +$138K +1,200 New
SSB
566
Sandy Spring Bank
Maryland
$132K
SFG
567
Steward Financial Group
Texas
$125K +$126K +1,095 New
ACK
568
Andrew C. Karlinski
$113K +$113K +982 New
PP
569
Pacifica Partners
Canada
$112K
PWMG
570
Prestige Wealth Management Group
New Jersey
$109K -$1.72K -15 -2%
CCM
571
Covington Capital Management
California
$109K
BA
572
Bivin & Associates
Oklahoma
$98K +$98.2K +854 New
AAP
573
Arax Advisory Partners
Colorado
$97K
NC
574
NinePointTwo Capital
California
$95K +$21.5K +187 +29%
CWM
575
Cranbrook Wealth Management
Michigan
$91K