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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.

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 %
SIM
101
SSI Investment Management
California
$20.8M +$2.35M +24,378 +13%
DI
102
DFPG Investments
Utah
$20.2M -$28.1M -289,515 -58%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$20.2M +$1.25M +12,909 +7%
ACA
104
Anchor Capital Advisors
Massachusetts
$19.9M -$361K -3,732 -2%
MWM
105
MTC Wealth Management
Florida
$19.8M +$8.64M +89,471 +77%
IWP
106
Innova Wealth Partners
Pennsylvania
$18.1M +$2.81M +29,113 +18%
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$18M -$9.44M -97,763 -34%
IWS
108
Insight Wealth Strategies
California
$17.7M +$17.7M +183,208 New
FTA
109
Financial & Tax Architects
Missouri
$17.3M +$17.3M +179,017 New
FTS
110
Fifth Third Securities
Ohio
$17.1M -$571K -5,911 -3%
OAJ
111
Ogorek Anthony Joseph
New York
$16.6M +$9.75M +100,949 +143%
BWL
112
Bogart Wealth LLC
Virginia
$16.4M +$16.4M +169,465 +102,087%
HWM
113
Heirloom Wealth Management
Colorado
$16.2M +$902K +9,337 +6%
PCP
114
Proficio Capital Partners
Massachusetts
$16M +$16M +165,384 New
HCA
115
Heck Capital Advisors
Wisconsin
$15.9M +$2.37M +24,487 +18%
ACP
116
Aveo Capital Partners
Colorado
$15.8M -$11.4M -118,179 -42%
WMR
117
Wealth Management Resources
Rhode Island
$15.6M +$7.12M +73,757 +84%
GI
118
Gradient Investments
Minnesota
$15.6M +$15.6M +161,505 New
CW
119
Connectus Wealth
Ohio
$15.6M +$5.25M +54,178 +51%
KWM
120
Kingsview Wealth Management
Oregon
$15.2M +$509K +5,274 +3%
SC
121
Sinecera Capital
Texas
$15.1M -$202K -2,090 -1%
Allianz Asset Management
122
Allianz Asset Management
Germany
$15.1M -$6.84M -70,835 -31%
BEC
123
Blue Edge Capital
Virginia
$15M +$6.33M +65,495 +73%
RFS
124
Retirement Financial Solutions
Tennessee
$15M +$1.2M +12,468 +9%
LB
125
Leo Brokerage
Texas
$14.9M +$3.66M +38,085 +33%