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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 %
SFSG
626
Sound Financial Strategies Group
Mississippi
$300K -$71.7M -742,331 -100%
SW
627
SkyOak Wealth
Michigan
$291K -$4.12M -42,696 -93%
AFO
628
Arrowroot Family Office
California
$290K +$50.8K +526 +21%
SIA
629
SkyView Investment Advisors
New Jersey
$290K +$145K +1,500 +100%
SVWAG
630
Sound View Wealth Advisors Group
Georgia
$290K +$48.3K +500 +20%
BWP
631
Balboa Wealth Partners
Arizona
$287K +$287K +2,967 New
BIA
632
Bigelow Investment Advisors
Maine
$286K +$286K +2,957 New
VCA
633
Verdence Capital Advisors
Maryland
$284K +$50.2K +520 +21%
BSB
634
Bangor Savings Bank
Maine
$283K -$136K -1,405 -32%
SW
635
SVB Wealth
Massachusetts
$282K -$24.8K -257 -8%
SAG
636
SageView Advisory Group
California
$281K -$247K -2,562 -47%
SCA
637
Sage Capital Advisors
South Dakota
$268K
IFWM
638
Institute for Wealth Management
Colorado
$260K -$94.4K -977 -27%
FAM
639
Family Asset Management
South Carolina
$259K -$211K -2,183 -45%
DZ Bank
640
DZ Bank
Germany
$259K +$243K +2,500 +1,506%
SWM
641
Silverlake Wealth Management
Vermont
$252K +$252K +2,606 New
CL
642
CSS LLC
Illinois
$251K
WAM
643
Walker Asset Management
Missouri
$250K +$3.19K +33 +1%
NB
644
NBT Bank
New York
$247K +$247K +2,560 New
VA
645
Valmark Advisers
Ohio
$247K -$2.13K -22 -0.9%
WCM
646
Wisconsin Capital Management
Wisconsin
$246K -$290K -3,000 -54%
EWA
647
EverSource Wealth Advisors
Alabama
$245K +$205K +2,125 +513%
FLA
648
Financial Life Advisors
Texas
$245K -$967K -10,012 -80%
AWA
649
Arkadios Wealth Advisors
Georgia
$245K -$15.7K -162 -6%
CWM
650
Centurion Wealth Management
Virginia
$244K +$4.15K +43 +2%