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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 %
AI
576
AXS Investments
New York
$537K -$284K -2,945 -35%
CAG
577
Csenge Advisory Group
Florida
$536K -$14.8M -153,257 -96%
DWM
578
Dogwood Wealth Management
Kansas
$534K +$534K +5,542 New
PI
579
PFG Investments
New York
$528K +$18.5K +192 +4%
HIM
580
Hanlon Investment Management
New Jersey
$527K -$314K -3,258 -37%
OPWM
581
Oxinas Partners Wealth Management
Indiana
$523K -$68.5K -711 -12%
KFAA
582
Klaas Financial Asset Advisors
Illinois
$522K -$9.06K -94 -2%
AC
583
Adroit Compliance
$522K +$522K +5,414 New
VCWA
584
Vanguard Capital Wealth Advisors
Colorado
$521K +$2.51K +26 +0.5%
TCPWM
585
Traverso Chambers Private Wealth Management
California
$519K +$519K +5,381 New
PTC
586
Private Trust Company
Ohio
$519K +$305K +3,166 +143%
IWA
587
Icon Wealth Advisors
Texas
$515K +$515K +5,339 New
MG
588
Mather Group
Illinois
$514K -$342K -3,550 -40%
LMKC
589
L.M. Kohn & Company
Ohio
$513K +$39.9K +414 +8%
BWAM
590
Boyd Watterson Asset Management
Ohio
$507K -$18.7K -194 -4%
Franklin Resources
591
Franklin Resources
California
$504K -$90.8K -942 -15%
FWM
592
Focused Wealth Management
New York
$500K +$213K +2,213 +74%
FT
593
Fiduciary Trust
Massachusetts
$500K -$45.9K -476 -8%
SFFS
594
Stonehage Fleming Financial Services
Jersey
$498K +$498K +5,162 New
Wealthfront Advisers
595
Wealthfront Advisers
California
$497K +$115K +1,196 +30%
SAM
596
Strategy Asset Managers
California
$496K -$31.5K -327 -6%
PMG
597
ProVise Management Group
Florida
$494K -$167K -1,734 -25%
USWIA
598
UP Strategic Wealth Investment Advisors
Pennsylvania
$491K +$491K +5,090 New
PVI
599
Pine Valley Investments
New Jersey
$489K -$233K -2,415 -32%
AWE
600
Avidian Wealth Enterprises
Texas
$489K -$174K -1,810 -26%