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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.

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 Market Value Shares Shares
Change
Shares
Change %
B
51
Barings
North Carolina
$59.1M 611,380 +92,145 +18%
AssetMark Inc
52
AssetMark Inc
California
$58.8M 609,043 -4,017,280 -87%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$56.2M 581,997 +367,361 +171%
RVPG
54
Relative Value Partners Group
$51.8M 536,676 +516 +0.1%
Osaic Holdings
55
Osaic Holdings
Arizona
$50.6M 524,246 -1,351,322 -72%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$49M 506,726 +300,579 +146%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$48.8M 504,955 +141,477 +39%
SMFG
58
Sumitomo Mitsui Financial Group
Japan
$48.7M 503,978 +60,684 +14%
BWL
59
Beacon Wealthcare LLC
North Carolina
$47.7M 494,120 -6,311 -1%
AWM
60
AE Wealth Management
Kansas
$46.3M 479,536 -1,002,324 -68%
TA
61
TruWealth Advisors
Louisiana
$44.7M 462,595 +245,647 +113%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$41.5M 429,553 -78,799 -16%
G
63
GenTrust
Florida
$39.8M 411,770 +411,770 New
CPA
64
Capital Planning Advisors
California
$38.1M 394,159 +149,250 +61%
IWMA
65
Ironwood Wealth Management (Arizona)
Arizona
$36.5M 378,294 +9,304 +3%
PFM
66
Patton Fund Management
Texas
$36.1M 373,759 +1,421 +0.4%
HighTower Advisors
67
HighTower Advisors
Illinois
$34.5M 357,084 +31,941 +10%
TCM
68
Twele Capital Management
Minnesota
$34.4M 356,490 +20,242 +6%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$34.4M 356,335 +181,061 +103%
MML Investors Services
70
MML Investors Services
Massachusetts
$34.4M 355,837 -177,339 -33%
PWAG
71
Polaris Wealth Advisory Group
California
$32.5M 336,267 +336,267 New
WA
72
WestEnd Advisors
North Carolina
$32.5M 336,066 +336,066 New
MA
73
MJP Associates
Connecticut
$32.3M 334,819 +12,457 +4%
AO
74
Advisor OS
Illinois
$31.7M 327,710 +272,128 +490%
SCP
75
Syntal Capital Partners
Texas
$30.7M 318,300 -485 -0.2%