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iShares 7-10 Year Treasury Bond ETF

688 hedge funds and large institutions have $13.8B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 225 increasing their positions, 217 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 68

32% more capital invested

Capital invested by funds: $10.5B → $13.8B (+$3.35B)

20% more funds holding in top 10

Funds holding in top 10: 5060 (+10)

12% more funds holding

Funds holding: 614688 (+74)

2.43% more ownership

Funds ownership: 75.92%78.35% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 217

26% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.81B

Holders
688
Holders Change
+74
Holders Change %
+12.05%
% of All Funds
10.59%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.92%
New
155
Increased
225
Reduced
217
Closed
68
Calls
$1.34B
Puts
$1.81B
Net Calls
-$462M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Verdad Advisers
Massachusetts
$23M +$16.4M +143,000 +251%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$23M +$3.27M +28,478 +17%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$22.8M +$3.06M +26,656 +16%
GAG
79
GM Advisory Group
New York
$22.5M +$4.35M +37,836 +24%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$22.2M +$8.15M +70,935 +60%
AP
81
Advisors Preferred
Maryland
$21.4M +$260M +2,266,112 +337%
Asset Management One
82
Asset Management One
Japan
$21.2M
JW
83
Jenkins Wealth
Colorado
$20.7M +$21.5M +187,156 New
RJFSA
84
Raymond James Financial Services Advisors
Florida
$20.6M -$2.93M -25,532 -12%
PCIG
85
Partners Capital Investment Group
Massachusetts
$20.4M -$932K -8,112 -4%
GJIC
86
Gamble Jones Investment Counsel
California
$20.1M +$1.41M +12,237 +8%
B
87
Barings
North Carolina
$20M +$3.63M +31,544 +22%
HTC
88
Haverford Trust Company
Pennsylvania
$19.9M +$779K +6,781 +4%
RCM
89
Rain Capital Management
Oregon
$19.4M -$1.94M -16,911 -9%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$19.4M -$2.82M -24,524 -13%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$19M +$19M +164,923 New
ACA
92
Anchor Capital Advisors
Massachusetts
$18.8M -$236K -2,053 -1%
NA
93
Nottingham Advisors
New York
$18.5M -$6.26M -54,467 -25%
DCC
94
Dow Chemical Company
Michigan
$18.5M
FA
95
Faithward Advisors
Pennsylvania
$18.1M -$944K -8,216 -5%
CAN
96
Cetera Advisor Networks
California
$18M +$7.75M +67,460 +76%
Lido Advisors
97
Lido Advisors
California
$17.4M +$4.04M +35,144 +30%
DL
98
DOHJ LLC
Washington
$17.1M +$17.1M +148,783 New
Twin Tree Management
99
Twin Tree Management
Texas
$16.9M +$1.86M +16,200 +12%
EVM
100
Eaton Vance Management
Massachusetts
$16.9M -$2.41M -20,942 -12%