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iShares 7-10 Year Treasury Bond ETF

896 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 365 increasing their positions, 297 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
13.03%
Holding in Top 10
89
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.32%
% of All Funds
1.29%
New
117
Increased
365
Reduced
297
Closed
94
Calls
$1.63B
Puts
$1.43B
Net Calls
+$195M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
576
B. Riley Wealth Advisors
Florida
$504K +$48.1K +514 +11%
AG
577
AlTi Global
New York
$503K +$503K +5,373 New
Fiera Capital (Canada)
578
Fiera Capital (Canada)
Quebec, Canada
$495K +$10K +107 +2%
FT
579
Fiduciary Trust
Massachusetts
$494K -$7.77K -83 -2%
AWE
580
Avidian Wealth Enterprises
Texas
$492K +$9.46K +101 +2%
VCWA
581
Vanguard Capital Wealth Advisors
Colorado
$488K -$20.7K -221 -4%
CFG
582
Cosner Financial Group
Colorado
$485K -$9.12K -237 -2%
SC
583
Solstein Capital
California
$484K
TA
584
TruWealth Advisors
Louisiana
$482K -$49.2M -525,599 -99%
KC
585
Kinloch Capital
Virginia
$478K +$26K +278 +6%
BPC
586
Banque Pictet & Cie
Switzerland
$468K +$43.1K +460 +10%
TWP
587
Tower Wealth Partners
Pennsylvania
$463K -$182K -1,946 -28%
RFC
588
Regions Financial Corp
Alabama
$462K -$152K -1,624 -25%
MIS
589
Morningstar Investment Services
Illinois
$460K +$181K +1,926 +65%
YWM
590
Yoder Wealth Management
California
$460K
M&T Bank
591
M&T Bank
New York
$459K -$151K -1,616 -25%
CPW
592
Catalyst Private Wealth
California
$450K +$12K +128 +3%
B
593
Bellecapital
Switzerland
$449K
DCM
594
Discovery Capital Management
Connecticut
$448K +$24.3K +259 +6%
NG
595
Norden Group
Utah
$448K -$57.6K -615 -11%
DWM
596
Drive Wealth Management
Utah
$448K -$788K -8,414 -64%
PG
597
Patten Group
Tennessee
$448K +$158K +1,683 +54%
JWCA
598
J.W. Cole Advisors
Florida
$446K -$896K -9,563 -67%
USWIA
599
UP Strategic Wealth Investment Advisors
Pennsylvania
$443K -$34K -363 -7%
CW
600
CreativeOne Wealth
Kansas
$421K +$46.2K +494 +12%