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iShares 7-10 Year Treasury Bond ETF

893 hedge funds and large institutions have $24.4B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 379 increasing their positions, 299 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
-12
Holders Change %
-1.33%
% of All Funds
12.95%
Holding in Top 10
95
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.77%
% of All Funds
1.38%
New
109
Increased
379
Reduced
299
Closed
105
Calls
$1.73B
Puts
$1.52B
Net Calls
+$213M
Net Calls Change
-$62.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
701
Wisconsin Capital Management
Wisconsin
$241K
RW
702
Regimen Wealth
Georgia
$241K +$2.46K +26 +1%
JEST
703
JTC Employer Solutions Trustee
Jersey
$239K
CJ
704
Caitlin John
Michigan
$238K +$94.7K +1,001 +66%
Luther King Capital Management (LKCM)
705
Luther King Capital Management (LKCM)
Texas
$237K -$2.6M
AWM
706
Avaii Wealth Management
Wisconsin
$235K -$486K -5,137 -67%
VA
707
Valmark Advisers
Ohio
$235K -$3.88K -41 -2%
MPW
708
MGO Private Wealth
California
$235K -$18.9K -200 -7%
Empower Advisory Group
709
Empower Advisory Group
Colorado
$234K +$20.9K +221 +10%
RW
710
Rede Wealth
Virginia
$233K +$233K +2,466 New
AFS
711
AFG Fiduciary Services
Massachusetts
$233K +$233K +2,500 New
RWM
712
Rezny Wealth Management
Florida
$233K
OIA
713
Optimum Investment Advisors
Illinois
$232K
ACA
714
Aptus Capital Advisors
Alabama
$231K -$124K -1,312 -35%
GPW
715
Gray Private Wealth
Massachusetts
$230K +$230K +2,431 New
SFG
716
Summit Financial Group
West Virginia
$229K -$31.4K -332 -12%
AWA
717
Arkadios Wealth Advisors
Georgia
$229K -$12.5K -132 -5%
PWM
718
Power Wealth Management
Georgia
$228K -$44K -465 -16%
CIA
719
Cape Investment Advisory
Georgia
$227K -$18.4K -194 -7%
KWM
720
KFG Wealth Management
Indiana
$226K +$16.6K +175 +8%
JWA
721
JFS Wealth Advisors
Pennsylvania
$225K +$1.14K +12 +0.5%
GI
722
GLOBALT Investments
Georgia
$224K -$90.7M -958,154 -100%
VFA
723
Voya Financial Advisors
Connecticut
$224K +$224K +2,365 New
VA
724
Vident Advisory
Georgia
$223K -$3.12M -32,966 -93%
TWM
725
TSA Wealth Management
Texas
$222K -$179K -1,890 -45%