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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 %
QWM
551
Quadcap Wealth Management
Texas
$655K +$655K +6,800 New
TWP
552
Tower Wealth Partners
Pennsylvania
$655K +$76.3K +792 +13%
FA
553
Flagstar Advisors
New York
$649K +$187K +1,941 +40%
M&T Bank
554
M&T Bank
New York
$649K -$1.83M -18,975 -74%
WCP
555
Wick Capital Partners
Pennsylvania
$648K
BWM
556
Brickley Wealth Management
California
$646K +$646K +6,698 New
CA
557
Cambridge Advisors
Nebraska
$643K -$19.3K -200 -3%
LA
558
LexAurum Advisors
Kansas
$642K +$146K +1,514 +29%
PPWP
559
Premier Path Wealth Partners
New Jersey
$636K +$636K +4,824 New
HNB
560
Huntington National Bank
Ohio
$631K -$521K
MFG
561
Merit Financial Group
Georgia
$630K +$630K +6,537 New
Koshinski Asset Management
562
Koshinski Asset Management
Illinois
$630K +$171K +1,770 +37%
CPA
563
Capital Planning Advisors
California
$616K -$35.1M -363,930 -98%
FCAM
564
First Citizens Asset Management
North Carolina
$611K -$12.1K -126 -2%
CIM
565
Cambria Investment Management
California
$610K -$203K -2,108 -25%
PFP
566
Pinnacle Financial Partners
Tennessee
$608K -$500K -5,184 -45%
WP
567
WealthSource Partners
California
$568K +$309K +3,205 +119%
YWM
568
Yoder Wealth Management
California
$557K -$138K -1,428 -20%
RI
569
Ridgewood Investments
New Jersey
$556K +$80.4K +834 +17%
SWP
570
Strategic Wealth Partners
Ohio
$554K +$286K +2,965 +107%
CAG
571
Crestwood Advisors Group
Massachusetts
$551K +$551K +5,714 New
EFG
572
Ethos Financial Group
Pennsylvania
$548K +$548K +5,690 New
AFA
573
American Financial Advisors
Georgia
$546K +$26.2K +272 +5%
CWM
574
Chemistry Wealth Management
New York
$545K +$65.5K +680 +14%
PA
575
Prism Advisors
California
$543K +$150K +1,552 +38%