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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
PCFFS
651
Pacific Center for Financial Services
California
$9K
TIM
652
Tortoise Investment Management
New York
$8K -$575 -5 -7%
S
653
SignatureFD
Georgia
$8K
SWM
654
Sugarloaf Wealth Management
Georgia
$8K
TFGT
655
TS Financial Group (TSFG)
Illinois
$8K
ACM
656
Absolute Capital Management
Pennsylvania
$6.33K +$6.32K +55 New
MP
657
McDonald Partners
Ohio
$6.33K +$6.32K +55 New
AIP
658
Ameritas Investment Partners
Nebraska
$6K
IPW
659
IronBridge Private Wealth
Texas
$6K
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$6K
GWANC
661
Guardian Wealth Advisors (North Carolina)
North Carolina
$6K +$5.86K +51 New
AIC
662
Archer Investment Corporation
Indiana
$5.29K -$11.5K -100 -68%
AIM
663
Anchor Investment Management
South Carolina
$5.17K
TRCT
664
Tower Research Capital (TRC)
New York
$5K -$380K -3,309 -99%
GLLW
665
Graves Light Lenhart Wealth
Virginia
$5K
PAIM
666
Punch & Associates Investment Management
Minnesota
$5K
AW
667
Avion Wealth
Texas
$4K
BWM
668
BerganKDV Wealth Management
Minnesota
$4K
BW
669
Bison Wealth
Georgia
$4K
ADL
670
Asset Dedication LLC
California
$4K +$4.02K +35 New
TSWM
671
Tyler-Stone Wealth Management
Ohio
$4K +$4.02K +35 New
TFA
672
Toth Financial Advisory
Virginia
$4K +$4.14K +36 New
CCM
673
Chilton Capital Management
Texas
$4K +$4.48K +39 New
WTA
674
Washington Trust Advisors
Massachusetts
$3K +$2.53K +22 New
TFM
675
TFC Financial Management
Massachusetts
$3K +$3.22K +28 New