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iShares 7-10 Year Treasury Bond ETF

905 hedge funds and large institutions have $24.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 309 increasing their positions, 305 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+113
Holders Change %
+14.27%
% of All Funds
13.27%
Holding in Top 10
103
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.19%
% of All Funds
1.51%
New
214
Increased
309
Reduced
305
Closed
83
Calls
$1.12B
Puts
$843M
Net Calls
+$275M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Shares
Change %
VF
676
VitalStone Financial
Texas
$287K +$274K +2,841 +2,120%
QWP
677
Quotient Wealth Partners
Texas
$285K +$285K +2,955 New
HP
678
Holistic Planning
Texas
$285K +$285K +2,953 New
MTC
679
Matrix Trust Company
Colorado
$278K +$111K +1,151 +67%
SJL
680
Shayne & Jacobs LLC
Tennessee
$278K
PWM
681
Power Wealth Management
Georgia
$277K +$277K +2,875 New
NCM
682
Northwest Capital Management
Oregon
$277K -$52.1K -540 -16%
BSW
683
Buckingham Strategic Wealth
Missouri
$274K -$17.3K -179 -6%
MWM
684
Maripau Wealth Management
Indiana
$272K -$11.1K -115 -4%
HAIM
685
Hunter Associates Investment Management
Pennsylvania
$271K +$271K +15,300 New
MIS
686
Morningstar Investment Services
Illinois
$270K +$270K +2,792 New
DI
687
Diligent Investors
California
$270K -$74.3K -771 -22%
AWM
688
Able Wealth Management
New Jersey
$269K +$269K +2,791 New
SCA
689
Sage Capital Advisors
South Dakota
$267K
SL
690
Salomon & Ludwin
Virginia
$267K
BB
691
Busey Bank
Illinois
$267K -$578 -6 -0.2%
SFG
692
Summit Financial Group
West Virginia
$265K -$3.86K -40 -1%
GT
693
Glenview Trust
Kentucky
$264K +$264K +2,741 New
Loomis, Sayles & Company
694
Loomis, Sayles & Company
Massachusetts
$264K +$264K +2,735 New
LIP
695
Lighthouse Investment Partners
Florida
$260K +$260K +2,700 New
NB
696
NBT Bank
New York
$260K -$16.9K -175 -6%
MPW
697
MGO Private Wealth
California
$259K -$1.63M -16,915 -86%
WQ
698
Wealth Quarterback
New Jersey
$255K -$27.4K -284 -10%
PA
699
Parallel Advisors
California
$254K +$96.1K +997 +61%
MSWM
700
Mowery & Schoenfeld Wealth Management
Illinois
$254K +$254K +2,636 New