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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 %
TA
601
Tactive Advisors
Florida
$348K -$10.2M -106,033 -97%
APW
602
Aurora Private Wealth
New Jersey
$344K +$344K +3,564 New
HCM
603
Hudson Capital Management
New Jersey
$341K +$341K +3,535 New
D
604
Dentgroup
Louisiana
$337K +$337K +3,491 New
MWM
605
Modera Wealth Management
New Jersey
$335K +$18.1K +187 +6%
DBT
606
Dubuque Bank & Trust
Iowa
$331K
CS
607
Comerica Securities
Michigan
$330K +$5.12K +53 +2%
PA
608
Prism Advisors
California
$327K +$22K +228 +7%
SWP
609
Strategic Wealth Partners
Ohio
$324K +$52.8K +547 +19%
BB
610
Busey Bank
Illinois
$322K +$38.7K +401 +14%
AGM
611
Alpine Global Management
New York
$320K +$320K +3,312 New
GWA
612
GGM Wealth Advisors
Maryland
$320K +$320K +3,355 New
MWM
613
Maripau Wealth Management
Indiana
$318K +$82K +849 +35%
BPA
614
Beacon Pointe Advisors
California
$318K -$245K -2,536 -44%
SWM
615
Selective Wealth Management
Virginia
$314K +$314K +3,304 New
CIA
616
Cape Investment Advisory
Georgia
$314K +$290K +2,999 +1,190%
BWM
617
Birchcreek Wealth Management
Ohio
$313K -$129K -1,332 -29%
WDC
618
Woodward Diversified Capital
California
$309K -$49.4K -511 -14%
JMFC
619
J.M. Forbes & Co
Massachusetts
$309K
SFG
620
Summit Financial Group
West Virginia
$309K
CIA
621
Capital Investment Advisors
Georgia
$307K +$307K +3,178 New
PIA
622
Perennial Investment Advisors
California
$307K -$153K -1,586 -33%
IF
623
Intrua Financial
Texas
$305K +$305K +3,160 New
PTC
624
Private Trust Company
Ohio
$305K +$132K +1,365 +76%
TCWA
625
Ten Capital Wealth Advisors
Washington
$304K