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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 %
FWA
801
FSC Wealth Advisors
New York
$39.9K
OFG
802
Oxford Financial Group
Indiana
$35.5K +$35.5K +368 New
SAM
803
Smartleaf Asset Management
Massachusetts
$35.3K +$35.3K +365 New
SA
804
Scarborough Advisors
Maryland
$32K +$32K +332 New
CFO
805
CVA Family Office
Colorado
$30.4K +$30.4K +315 New
JWM
806
Janiczek Wealth Management
Colorado
$30.3K
AFS
807
Annapolis Financial Services
Maryland
$29.8K -$25.7K -267 -46%
OC
808
Oakworth Capital
Alabama
$29.6K +$20.7K +215 +234%
ICM
809
Islay Capital Management
Texas
$29.5K +$29.5K +306 New
TAM
810
Townsend Asset Management
North Carolina
$29.4K
MA
811
MCF Advisors
Kentucky
$29.3K -$14.9K -155 -34%
AP
812
Atwood & Palmer
Missouri
$28.9K
SC
813
SouthState Corp
Florida
$28.8K +$28.8K +299 New
RFA
814
Register Financial Advisors
Georgia
$26.9K +$2.7K +28 +11%
BCMLT
815
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.2K -$16.4K -179 -38%
GA
816
GoalVest Advisory
New York
$25.7K +$25.7K +267 New
FCA
817
FinTrust Capital Advisors
South Carolina
$25.5K -$94.8K -983 -79%
RCM
818
Raleigh Capital Management
North Carolina
$25K +$4.45K +46 +22%
DWA
819
Delos Wealth Advisors
Texas
$24.7K
LFA
820
LGT Financial Advisors
Texas
$24.2K +$868 +9 +4%
CCA
821
Criterion Capital Advisors
Tennessee
$24.1K +$24.1K +250 New
VWM
822
Venturi Wealth Management
Texas
$23.2K
FHA
823
First Horizon Advisors
Tennessee
$22.9K -$96 -1 -0.4%
CTC
824
Central Trust Company
Missouri
$22.8K +$22.8K +237 New
CWM
825
Cranbrook Wealth Management
Michigan
$22.2K -$53.8K -558 -71%