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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 %
EA
601
Eudaimonia Advisors
Tennessee
$488K -$75.4K -782 -13%
Fiera Capital (Canada)
602
Fiera Capital (Canada)
Quebec, Canada
$479K -$11.5K -119 -2%
B
603
Bellecapital
Switzerland
$478K
SVWG
604
Shared Vision Wealth Group
United States
$466K +$466K +4,830 New
4WM
605
4J Wealth Management
Virginia
$465K -$56.2K -583 -11%
CW
606
Channel Wealth
California
$461K -$36.5K -379 -7%
WIM
607
Westside Investment Management
California
$457K -$3.47K -36 -0.8%
PWP
608
Phillips Wealth Planners
Mississippi
$457K +$51.6K +544 +13%
BDFN
609
Bond & Devick Financial Network
Minnesota
$454K +$111K +1,148 +32%
Pathstone Holdings
610
Pathstone Holdings
New Jersey
$445K +$445K +4,612 New
BG
611
Benedetti & Gucer
Georgia
$438K -$291K -3,017 -40%
CSIA
612
Charles Schwab Investment Advisory
California
$432K -$164K -1,704 -28%
GLA
613
Good Life Advisors
Pennsylvania
$430K +$85.2K +884 +25%
CS
614
Credit Suisse
Switzerland
$430K -$35.7M -370,416 -99%
SC
615
Summa Corp
Texas
$427K +$427K +4,430 New
NWM
616
Northwest Wealth Management
Iowa
$427K -$40.6K -421 -9%
IWP
617
Innova Wealth Partners
Pennsylvania
$418K -$5.6M -58,051 -93%
CW
618
CreativeOne Wealth
Kansas
$415K -$38.5K -400 -8%
MAM
619
Milestone Asset Management
Pennsylvania
$410K +$74.2K +770 +22%
AP
620
Americana Partners
Texas
$409K +$409K +4,247 New
PPC
621
Park Place Capital
Alabama
$409K +$22.3K +231 +6%
TWM
622
TSA Wealth Management
Texas
$409K +$409K +4,238 New
DCM
623
Discovery Capital Management
Connecticut
$403K +$403K +4,181 New
AG
624
AlTi Global
New York
$397K +$397K +4,121 New
HSA
625
HBK Sorce Advisory
Pennsylvania
$395K +$14.5K +150 +4%