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iShares 7-10 Year Treasury Bond ETF

896 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 365 increasing their positions, 297 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
13.03%
Holding in Top 10
89
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.32%
% of All Funds
1.29%
New
117
Increased
365
Reduced
297
Closed
94
Calls
$1.63B
Puts
$1.43B
Net Calls
+$195M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Shares
Change %
IWS
126
Insight Wealth Strategies
California
$17.5M +$648K +6,921 +4%
ATI
127
Act Two Investors
California
$17.3M +$1.84M +19,669 +12%
BEC
128
Blue Edge Capital
Virginia
$16.7M +$168K +1,792 +1%
TWC
129
TD Waterhouse Canada
Ontario, Canada
$16.6M +$12.3M +132,393 +288%
PCM
130
Presidio Capital Management
California
$16.6M +$791K +8,442 +5%
USCWA
131
U.S. Capital Wealth Advisors
Texas
$16.5M +$7.58M +80,946 +85%
WHCFA
132
William Howard & Co Financial Advisors
Tennessee
$16.3M -$251K -2,675 -2%
GT
133
Greenleaf Trust
Michigan
$16.2M +$15.9M +170,031 +5,360%
PFP
134
Pinnacle Financial Partners
Tennessee
$16.1M -$4.25M -45,434 -21%
EH
135
Equitable Holdings
New York
$16M -$1.17M -12,451 -7%
Amundi
136
Amundi
France
$16M
Bank of New York Mellon
137
Bank of New York Mellon
New York
$15.9M +$3.07M +32,749 +24%
TPCW
138
TD Private Client Wealth
New York
$15.7M -$126K -1,343 -0.8%
ICM
139
III Capital Management
Florida
$15.4M -$47.2M -503,708 -75%
AAS
140
Avantax Advisory Services
Texas
$15.4M +$1.91M +20,414 +14%
SAM
141
Summit Asset Management
Tennessee
$15.3M +$994K +10,616 +7%
MAM
142
Madison Asset Management
Wisconsin
$15.2M
Kovitz Investment Group Partners
143
Kovitz Investment Group Partners
Illinois
$15.2M +$13.1M +139,925 +634%
FFA
144
First Foundation Advisors
California
$15.2M +$2.09M +22,286 +16%
KWM
145
Kingsview Wealth Management
Oregon
$15.2M +$1.84M +19,616 +14%
SPIA
146
Steward Partners Investment Advisory
New York
$15M +$10M +107,248 +203%
NA
147
NewEdge Advisors
Louisiana
$14.7M +$4.92M +52,537 +50%
GWM
148
GDS Wealth Management
Texas
$14.6M +$2.34M +24,941 +19%
RFS
149
Retirement Financial Solutions
Tennessee
$14.4M +$839K +8,955 +6%
Mitsubishi UFJ Trust & Banking
150
Mitsubishi UFJ Trust & Banking
Japan
$14.4M