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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 %
KFI
751
Key Financial Inc
Pennsylvania
$9.16K +$1.01K +11 +12%
FMP
752
Financial Management Professionals
Texas
$9K
SIS
753
Sound Income Strategies
Florida
$8.62K
RL
754
Rogco LP
Oklahoma
$8.61K +$8.61K +94 New
OC
755
Oakworth Capital
Alabama
$8.43K
MTIC
756
Missouri Trust & Investment Company
Missouri
$8.34K
PIM
757
Progressive Investment Management
Oregon
$7.97K +$7.97K +87 New
S
758
SignatureFD
Georgia
$7.79K -$97K -1,059 -93%
EWM
759
EPG Wealth Management
Georgia
$7.79K
BWM
760
Baystate Wealth Management
Massachusetts
$7.59K +$555 +6 +8%
GEA
761
Glen Eagle Advisors
New Jersey
$7.04K -$46.6K -510 -87%
SWM
762
Sugarloaf Wealth Management
Georgia
$6.59K
TWM
763
Tradition Wealth Management
Minnesota
$6K
TFGT
764
TS Financial Group (TSFG)
Illinois
$6K +$1.91K +20 +47%
FFA
765
Founders Financial Alliance
North Carolina
$5.86K -$28K -306 -83%
PMFA
766
Plante Moran Financial Advisors
Michigan
$5.59K +$5.59K +61 New
FMII
767
Farmers & Merchants Investments Inc
Nebraska
$4.85K +$4.85K +53 New
CPG
768
Cornerstone Planning Group
New Jersey
$4.49K -$13.6K -149 -75%
HPC
769
HM Payson & Co
Maine
$4.21K
AIA
770
Armor Investment Advisors
North Carolina
$4.03K
DAC
771
Dividend Assets Capital
South Carolina
$4K
MFC
772
Morris Financial Concepts
South Carolina
$3.66K
CCP
773
Carmel Capital Partners
California
$3.19K
EWA
774
EverSource Wealth Advisors
Alabama
$3.14K -$231K -2,505 -99%
LOIP
775
Live Oak Investment Partners
Texas
$3.02K -$3.19K