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iShares 7-10 Year Treasury Bond ETF

726 hedge funds and large institutions have $43.8B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 206 increasing their positions, 300 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
11.71%
Holding in Top 10
84
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.2%
% of All Funds
1.36%
New
134
Increased
206
Reduced
300
Closed
109
Calls
$452M
Puts
$236M
Net Calls
+$216M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
126
Palumbo Wealth Management
New York
$11.4M +$2.8M +29,242 +32%
UIA
127
UG Investment Advisers
Taiwan
$10.9M +$10.9M +113,650 New
RA
128
Rational Advisors
New York
$10.8M -$2.62M -27,403 -19%
RIM
129
Rakuten Investment Management
Japan
$10.8M +$866K +9,000 +9%
OIA
130
OneDigital Investment Advisors
Kansas
$10.7M +$5.1M +53,269 +91%
TFA
131
Transamerica Financial Advisors
Florida
$10.7M -$2.19M -22,888 -17%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$10.6M +$4.33M +45,195 +69%
GI
133
Glovista Investments
New Jersey
$10.5M +$10.5M +109,465 New
WMS
134
Wealth Management Solutions
Pennsylvania
$10.2M -$2.23M -23,308 -18%
TAM
135
TCP Asset Management
Ohio
$10.2M +$10.2M +106,336 New
ACA
136
Anchor Capital Advisors
Massachusetts
$10.2M -$415K -4,338 -4%
HCA
137
Heck Capital Advisors
Wisconsin
$10.2M +$3.14M +32,782 +45%
UCFA
138
United Capital Financial Advisors
Texas
$10.1M -$182K -1,904 -2%
HCM
139
Hilton Capital Management
New York
$9.95M
TA
140
TruWealth Advisors
Louisiana
$9.75M +$9.75M +101,847 New
OLVIG
141
Oliver Lagore Vanvalin Investment Group
Michigan
$9.72M +$9.2M +96,078 +1,785%
KIM
142
Karpus Investment Management
New York
$9.29M +$9.29M +97,032 New
SSWM
143
Smith Salley Wealth Management
North Carolina
$9.2M +$4.48M +46,803 +95%
Walleye Capital
144
Walleye Capital
New York
$9.12M +$1.8M +18,770 +25%
OMC
145
Old Mission Capital
Illinois
$9.11M -$2.87M -30,008 -24%
Bank of New York Mellon
146
Bank of New York Mellon
New York
$8.94M -$5.55M -57,906 -38%
KWM
147
Kingsview Wealth Management
Oregon
$8.91M -$2.72M -28,350 -23%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$8.78M +$8.05M +84,006 +1,105%
Schroder Investment Management Group
149
Schroder Investment Management Group
United Kingdom
$8.68M +$6.54M +68,260 +305%
KAS
150
Kestra Advisory Services
Texas
$8.58M +$116K +1,214 +1%