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iShares 7-10 Year Treasury Bond ETF

688 hedge funds and large institutions have $13.8B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 225 increasing their positions, 217 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 68

32% more capital invested

Capital invested by funds: $10.5B → $13.8B (+$3.35B)

20% more funds holding in top 10

Funds holding in top 10: 5060 (+10)

12% more funds holding

Funds holding: 614688 (+74)

2.43% more ownership

Funds ownership: 75.92%78.35% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 217

26% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.81B

Holders
688
Holders Change
+74
Holders Change %
+12.05%
% of All Funds
10.59%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.92%
New
155
Increased
225
Reduced
217
Closed
68
Calls
$1.34B
Puts
$1.81B
Net Calls
-$462M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
626
Trust Company
Kansas
$21K
HIM
627
HawsGoodwin Investment Management
Tennessee
$20K -$3.45K -30 -15%
RG
628
Retirement Group
California
$18K -$12.1K -105 -40%
MAWCM
629
Mine & Arao Wealth Creation & Management
California
$18K
FWA
630
FSC Wealth Advisors
New York
$18K +$18K +157 New
FHA
631
First Horizon Advisors
Tennessee
$17K -$57.6K -501 -77%
AF
632
Advisornet Financial
Minnesota
$16K
HWA
633
HHM Wealth Advisors
Tennessee
$16K
SBL
634
Sargent Bickham Lagudis
Colorado
$15K +$5.06K +44 +49%
RFA
635
Reilly Financial Advisors
California
$15K +$14.7K +128 +2,133%
IFAM
636
Institutional & Family Asset Management
Colorado
$14K -$29.9K -260 -67%
CWA
637
Clearview Wealth Advisors
Oregon
$14K
TFO
638
Tarbox Family Office
California
$14K
GC
639
Gould Capital
Washington
$14K +$14.1K +123 New
HIA
640
Harbor Investment Advisory
Maryland
$13K -$460 -4 -3%
SAM
641
Strategic Asset Management
Minnesota
$12K -$1.03K -9 -8%
ACA
642
Aptus Capital Advisors
Alabama
$12K
WT
643
Whittier Trust
California
$12K +$2.07K +18 +22%
UFF
644
USA Financial Formulas
Michigan
$12K +$12.1K +105 New
ZIG
645
Zullo Investment Group
Pennsylvania
$12K +$12.4K +108 New
CWS
646
Confluence Wealth Services
Pennsylvania
$12K +$12.9K +112 New
SCM
647
Shelton Capital Management
Colorado
$11K +$10.6K +92 New
CF
648
Concorde Financial
Texas
$11K +$10.7K +93 New
CHA
649
Carmichael Hill & Associates
Maryland
$10K -$66.6K -579 -87%
EWM
650
EPG Wealth Management
Georgia
$10K