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iShares 7-10 Year Treasury Bond ETF

800 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 329 increasing their positions, 269 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
12.62%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.53%
New
118
Increased
329
Reduced
269
Closed
91
Calls
$303M
Puts
$463M
Net Calls
-$160M
Net Calls Change
-$256M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
576
Ameritas Advisory Services
Nebraska
$393K -$701K -7,406 -64%
PCM
577
Prelude Capital Management
New York
$389K +$389K +4,030 New
Wealthfront Advisers
578
Wealthfront Advisers
California
$388K -$926K -9,589 -70%
SAM
579
Summit Asset Management
Tennessee
$386K +$386K +4,000 New
PPC
580
Park Place Capital
Alabama
$386K -$40.8K -422 -10%
OIA
581
Optimum Investment Advisors
Illinois
$382K +$29K +300 +8%
PCM
582
Presidio Capital Management
California
$381K +$104K +1,073 +37%
CCA
583
Cobblestone Capital Advisors
New York
$380K -$29K -300 -7%
CPP
584
Capasso Planning Partners
South Carolina
$378K -$224K -2,317 -37%
PWP
585
Phillips Wealth Planners
Mississippi
$378K +$14.8K +153 +4%
PFG
586
Pacific Financial Group
Washington
$374K +$21.9K +227 +6%
MAM
587
Milestone Asset Management
Pennsylvania
$372K +$4.93K +51 +1%
BA
588
Ballast Advisors
Minnesota
$372K -$2.8K -29 -0.7%
NA
589
Navellier & Associates
Nevada
$372K +$372K +3,848 New
CAM
590
Cresset Asset Management
Illinois
$371K -$182K -1,889 -33%
FFA
591
Farther Finance Advisors
California
$369K -$5.6K -58 -1%
MFG
592
Merit Financial Group
Georgia
$367K +$367K +3,802 New
OWA
593
One Wealth Advisors
California
$366K +$366K +3,794 New
BA
594
Bridge Advisory
California
$365K -$193 -2 -0.1%
PPWM
595
Paragon Private Wealth Management
Kentucky
$357K +$110K +1,141 +45%
AFG
596
ABLE Financial Group
Arizona
$354K -$30.1K -312 -8%
OCPWS
597
One Charles Private Wealth Services
Massachusetts
$353K +$353K +3,659 New
FWM
598
Focused Wealth Management
New York
$349K -$483 -5 -0.1%
RB
599
Renasant Bank
Mississippi
$349K -$3.67K -38 -1%
WAL
600
W Advisors LLC
Tennessee
$348K +$60.3K +624 +21%