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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
FHC
676
First Heartland Consultants
Missouri
$2.33K +$2.33M +20,271 New
APC
677
Aspire Private Capital
North Carolina
$2K
COCM
678
Charter Oak Capital Management
New Hampshire
$1K -$5.75K -50 -79%
BFC
679
Bedel Financial Consulting
Indiana
$1K
BWL
680
Bogart Wealth LLC
Virginia
$1K
QC
681
Quent Capital
New York
$1K +$805 +7 New
CWM
682
CarsonAllaria Wealth Management
Illinois
$1K +$920 +8 New
FCAS
683
First Command Advisory Services
Texas
$1K +$1.26K +11 New
MFC
684
Morris Financial Concepts
South Carolina
$1K +$1.49K +13 New
OAJ
685
Ogorek Anthony Joseph
New York
$1K +$1.95K +17 New
WIM
686
Westside Investment Management
California
$480 +$11.6K +101 +2%
FFG
687
Ford Financial Group
California
$129 +$129K +1,125 New
BBHC
688
Brown Brothers Harriman & Co
New York
$81 +$81.3K +707 New
AWM
689
Abound Wealth Management
Tennessee
$35
MSCM
690
McElhenny Sheffield Capital Management
Texas
-$58.9M -510,773 Closed
TC
691
TownSquare Capital
Utah
-$10.8M -94,076 Closed
FEG
692
Financial Enhancement Group
Indiana
-$9.3M -80,731 Closed
WB
693
WesBanco Bank
West Virginia
-$3.08M -26,698 Closed
BFG
694
Beacon Financial Group
Texas
-$2.79M -25,495 Closed
BBA
695
Braun-Bostich & Associates
Pennsylvania
-$2.92M -25,297 Closed
GRP
696
Global Retirement Partners
California
-$2.81M -24,373 Closed
SFI
697
SPC Financial Inc
Maryland
-$2.66M -23,095 Closed
Wolverine Trading
698
Wolverine Trading
Illinois
-$1.84M -16,005 Closed
BZWA
699
Blue Zone Wealth Advisors
California
-$1.56M -13,574 Closed
HSA
700
HBK Sorce Advisory
Pennsylvania
-$1.48M -12,881 Closed