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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 %
KWM
726
KFG Wealth Management
Indiana
$213K +$213K +2,214 New
SIS
727
Sound Income Strategies
Florida
$213K +$204K +2,118 +2,253%
ACIM
728
Azimuth Capital Investment Management
Michigan
$213K +$213K +2,205 New
NI
729
NDVR Inc
Massachusetts
$212K +$212K +2,202 New
PCS
730
Private Client Services
Kentucky
$212K +$212K +2,199 New
WANY
731
Wealthspire Advisors (New York)
New York
$211K +$211K +2,184 New
RIA
732
Regal Investment Advisors
Michigan
$207K +$207K +2,148 New
OFS
733
OneAscent Financial Services
Alabama
$207K -$769K -7,986 -79%
DADC
734
D.A. Davidson & Co
Montana
$205K +$205K +2,130 New
ECM
735
Evergreen Capital Management
Washington
$205K +$205K +2,125 New
CFB
736
Cullen/Frost Bankers
Texas
$202K -$45.1K -468 -18%
RIL
737
Rothschild Investment LLC
Illinois
$199K +$199K +2,061 New
GWANC
738
Guardian Wealth Advisors (North Carolina)
North Carolina
$198K +$85.5K +887 +76%
EWA
739
EP Wealth Advisors
California
$197K +$197K +2,046 New
HR
740
Howe & Rusling
New York
$195K +$195K +2,023 New
BSB
741
Bangor Savings Bank
Maine
$194K -$21.4K -222 -10%
AF
742
Allworth Financial
California
$192K +$132K +1,374 +221%
LFG
743
Larson Financial Group
Missouri
$189K -$36.6K -380 -16%
MFC
744
Mechanics Financial Corp
Ohio
$184K
DSC
745
Duncker Streett & Co
Missouri
$182K
HCA
746
Harbor Capital Advisors
Illinois
$181K +$181K +1,881 New
AC
747
AlphaCore Capital
California
$178K +$82.7K +858 +86%
SS
748
Sunbelt Securities
Texas
$170K -$217K -2,250 -56%
HIA
749
Harbor Investment Advisory
Maryland
$168K +$107K +1,106 +174%
BA
750
Ballast Advisors
Minnesota
$166K -$51K -529 -23%