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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
DWM
851
Darwin Wealth Management
Florida
-$346K -3,523 Closed
FANJ
852
Financial Architects (New Jersey)
New Jersey
-$309K -3,119 Closed
LFG
853
Lockerman Financial Group
California
-$298K -3,010 Closed
QPWM
854
Quadrant Private Wealth Management
Pennsylvania
-$294K -2,969 Closed
EB
855
Eastern Bank
Massachusetts
-$285K -2,880 Closed
W
856
WorthPointe
California
-$279K -2,819 Closed
RCAG
857
Rehmann Capital Advisory Group
Michigan
-$279K -2,813 Closed
SW
858
SteelPeak Wealth
California
-$273K -2,759 Closed
LT
859
Legacy Trust
Michigan
-$254K -2,562 Closed
SB
860
Strategic Blueprint
Georgia
-$252K -2,546 Closed
EW
861
Evoke Wealth
California
-$246K -2,485 Closed
SXL
862
Summit X LLC
Missouri
-$236K -2,376 Closed
ETIA
863
Epic Trust Investment Advisors
Washington
-$2.34M -2,363 Closed
WCM
864
Windham Capital Management
Massachusetts
-$232K -2,339 Closed
JCM
865
Jacobi Capital Management
Pennsylvania
-$225K -2,265 Closed
FHC
866
First Heartland Consultants
Missouri
-$219K -2,207 Closed
IA
867
IFG Advisory
Georgia
-$216K -2,175 Closed
SFG
868
StrategIQ Financial Group
Indiana
-$212K -2,136 Closed
GA
869
Greytown Advisors
Florida
-$208K -2,100 Closed
PTP
870
Platform Technology Partners
New York
-$207K -2,092 Closed
AA
871
Argent Advisors
Louisiana
-$205K -2,067 Closed
NWMG
872
National Wealth Management Group
Ohio
-$205K -2,058 Closed
PF
873
Parker Financial
Washington
-$200K -2,019 Closed
SIC
874
Salem Investment Counselors
North Carolina
-$199K -2,007 Closed
GFWA
875
Grey Fox Wealth Advisors
Delaware
-$143K -1,446 Closed