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iShares 7-10 Year Treasury Bond ETF

792 hedge funds and large institutions have $24.3B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 311 increasing their positions, 281 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-8
Holders Change %
-1%
% of All Funds
12.63%
Holding in Top 10
91
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.19%
% of All Funds
1.45%
New
104
Increased
311
Reduced
281
Closed
102
Calls
$453M
Puts
$320M
Net Calls
+$132M
Net Calls Change
+$293M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
676
Clearstead Trust
Maine
$91.1K
CA
677
Clearstead Advisors
Ohio
$91.1K +$91.1K +995 New
AC
678
AlphaCore Capital
California
$90.9K +$82.6K +902 +1,002%
RIA
679
Realta Investment Advisors
Delaware
$84K -$5.5K -57 -6%
FAM
680
Family Asset Management
South Carolina
$80.8K -$165K -1,803 -67%
CT
681
Colonial Trust
South Carolina
$80.7K +$4.49K +49 +6%
SWA
682
SOA Wealth Advisors
New York
$76.8K +$3.48K +38 +5%
GIA
683
GHP Investment Advisors
Colorado
$75.3K +$75.3K +825 New
CWM
684
Cranbrook Wealth Management
Michigan
$72.2K
NC
685
NinePointTwo Capital
California
$71K
MA
686
Montag & Associates
Georgia
$67.6K -$68K -742 -50%
RP
687
Rice Partnership
Hawaii
$64.6K +$24.4K +266 +61%
WAM
688
Wolverine Asset Management
Illinois
$64.1K +$64.1K +700 New
AF
689
Advisornet Financial
Minnesota
$63.8K +$38.9K +425 +156%
WB
690
Webster Bank
Connecticut
$62.8K
FFA
691
Farther Finance Advisors
California
$62.2K -$288K -3,146 -82%
NS
692
NBC Securities
Alabama
$62K +$62K +681 New
UFF
693
USA Financial Formulas
Michigan
$60.9K -$13.3K -145 -18%
IPW
694
Impact Partnership Wealth
Georgia
$59K -$6.16M -67,306 -99%
NG
695
NWK Group
California
$58.3K -$24.5K -267 -30%
HIA
696
Harbor Investment Advisory
Maryland
$58.3K +$58.3K +636 New
PWMG
697
Prestige Wealth Management Group
New Jersey
$57.1K
AF
698
Allworth Financial
California
$57K -$50.2K -548 -47%
AFS
699
Annapolis Financial Services
Maryland
$52.8K
TAM
700
Tucker Asset Management
Colorado
$52.5K -$26K -284 -33%