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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
NA
101
NewEdge Advisors
Louisiana
$15.9M +$14.5M +126,332 +1,064%
SC
102
Sinecera Capital
Texas
$15.2M +$13M +113,077 New
TPCW
103
TD Private Client Wealth
New York
$15M -$76.1K -662 -0.5%
IWP
104
Innova Wealth Partners
Pennsylvania
$14.5M +$12.2M +105,969 +524%
GM
105
GeoWealth Management
Illinois
$14.4M +$14.1M +122,412 +3,823%
PCP
106
Proficio Capital Partners
Massachusetts
$14.3M +$186K +1,615 +1%
RIM
107
Rakuten Investment Management
Japan
$14.3M -$241K -2,100 -2%
KF
108
Krilogy Financial
Missouri
$14M -$3.88M -33,781 -22%
LJAC
109
L.J. Altfest & Co
New York
$13.9M +$13.9M +120,808 New
PWM
110
Palumbo Wealth Management
New York
$13.8M +$211K +1,833 +2%
Mariner
111
Mariner
Kansas
$13.4M +$13.4M +116,360 New
TC
112
Trilogy Capital
California
$13.4M -$298K -2,596 -2%
GW
113
GW & Wade
Massachusetts
$13.2M -$452K -3,935 -3%
MWAM
114
Manhattan West Asset Management
California
$13.1M +$13.1M +113,896 New
US Bancorp
115
US Bancorp
Minnesota
$13M +$5.32M +46,319 +70%
CAL
116
Capital Analysts LLC
Pennsylvania
$13M +$603K +5,245 +5%
5L
117
55I LLC
Massachusetts
$12.8M +$2.02M +17,573 +19%
FCM
118
Fourpath Capital Management
Oklahoma
$12.7M +$12.7M +110,339 New
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$12.6M +$3.68M +31,991 +41%
MML Investors Services
120
MML Investors Services
Massachusetts
$12.4M +$670K +5,825 +6%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$12.3M -$1.32M -11,523 -10%
CC
122
Cypress Capital
Tennessee
$12.2M +$12.2M +106,343 New
FBB
123
Fulton Breakefield Broenniman
Maryland
$12M -$1.11M -9,692 -9%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$11.8M -$1.72M -15,004 -13%
OFP
125
OLIO Financial Planning
Virginia
$11.8M +$11.8M +102,649 New