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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 %
OCPWS
551
One Charles Private Wealth Services
Massachusetts
$410K +$74.9K +818 +22%
HI
552
Harbour Investments
Wisconsin
$408K -$14.6K -159 -3%
KAS
553
KPP Advisory Services
Kentucky
$400K +$400K +4,369 New
SFS
554
Starfox Financial Services
Texas
$397K -$12.6M -137,264 -97%
PWP
555
Phillips Wealth Planners
Mississippi
$379K +$31.4K +353 +9%
TA
556
Tiedemann Advisors
New York
$376K +$376K +4,110 New
PA
557
Prism Advisors
California
$374K +$63.3K +691 +20%
KC
558
Kinloch Capital
Virginia
$373K +$373K +4,073 New
SS
559
Sunbelt Securities
Texas
$368K -$489K -5,339 -57%
PPC
560
Park Place Capital
Alabama
$368K +$1.37K +15 +0.4%
SAM
561
Summit Asset Management
Tennessee
$366K
Wealthfront Advisers
562
Wealthfront Advisers
California
$363K -$4.85K -53 -1%
OIA
563
Optimum Investment Advisors
Illinois
$362K
HSA
564
HBK Sorce Advisory
Pennsylvania
$361K +$361K +3,944 New
GAA
565
Global Assets Advisory
Florida
$358K +$358K +3,907 New
AFG
566
ABLE Financial Group
Arizona
$352K +$16.3K +178 +5%
FCI
567
Financial Counselors Inc
Kansas
$352K +$352K +3,843 New
AWA
568
Arete Wealth Advisors
Illinois
$351K -$8.99M -98,108 -96%
W
569
WPWealth
Texas
$349K +$349K +3,808 New
LJAC
570
L.J. Altfest & Co
New York
$347K -$89.8K -982 -21%
PEA
571
Park Edge Advisors
Ohio
$346K -$6.12M -66,814 -95%
PFG
572
Pacific Financial Group
Washington
$342K -$12.6K -138 -4%
W
573
WealthOne
New York
$341K -$165K -1,803 -33%
SL
574
Savior LLC
Massachusetts
$341K -$122K -1,330 -26%
AWA
575
AmeriServ Wealth Advisors
Pennsylvania
$335K +$335K +3,662 New