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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 %
NFW
676
Noble Family Wealth
Florida
$204K
PA
677
Parallel Advisors
California
$204K -$14.3K -148 -7%
CBFP
678
Cedar Brook Financial Partners
Ohio
$202K -$696K -7,206 -78%
OP
679
ORG Partners
Indiana
$194K -$54.9M -572,307 -100%
DJSG
680
D.J. St. Germain
Massachusetts
$194K +$194K +2,010 New
FA
681
Fiduciary Alliance
South Carolina
$190K +$190K +1,972 New
FCA
682
FinTrust Capital Advisors
South Carolina
$189K
MFC
683
Mechanics Financial Corp
Ohio
$185K
DSC
684
Duncker Streett & Co
Missouri
$183K +$114K +1,177 +165%
VAG
685
VisionPoint Advisory Group
Texas
$172K +$172K +1,776 New
AWM
686
Avior Wealth Management
Nebraska
$170K +$9.66K +100 +6%
FGAM
687
Financial Gravity Asset Management
Texas
$164K +$3.6K +143 +2%
CA
688
Centerpoint Advisors
Massachusetts
$157K
PCMC
689
Private Capital Management (Colorado)
Colorado
$149K +$149K +1,545 New
TIM
690
Tortoise Investment Management
New York
$148K -$43K -445 -23%
CPA
691
Cardiff Park Advisors
California
$143K
MA
692
Montag & Associates
Georgia
$143K +$143K +1,480 New
NL
693
NEPC LLC
Massachusetts
$135K +$135K +1,401 New
HWP
694
Highline Wealth Partners
California
$135K -$94.1K -974 -41%
HI
695
Horizon Investments
North Carolina
$128K -$61.3K -638 -32%
CFD
696
Creative Financial Designs
Indiana
$128K -$49.3K -510 -28%
CAS
697
Coppell Advisory Solutions
Texas
$122K +$122K +1,263 New
AF
698
Allworth Financial
California
$113K -$47.4K -491 -30%
S
699
SignatureFD
Georgia
$111K +$47.8K +495 +76%
EK
700
Evensky & Katz
Florida
$104K