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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
MMA
151
Miracle Mile Advisors
California
$7.95M -$1.34M -11,651 -14%
AI
152
Atria Investments
North Carolina
$7.38M -$1.82M -15,876 -20%
WAM
153
Watershed Asset Management
California
$7.25M +$7.24M +63,000 New
BWM
154
Biltmore Wealth Management
Arizona
$7.11M -$1.38M -11,995 -16%
SWP
155
Strategic Wealth Partners
Ohio
$7.03M +$761K +6,620 +12%
PWM
156
Pacific Wealth Management
California
$6.7M +$6.7M +58,264 New
KPWS
157
Kestra Private Wealth Services
Texas
$6.63M -$211K -1,834 -3%
I
158
INVST
Indiana
$6.62M -$173K -1,504 -2%
DSAM
159
Dock Street Asset Management
Florida
$6.59M +$384K +3,338 +6%
MA
160
Mutual Advisors
Nebraska
$6.48M +$6.05M +52,654 +1,439%
PCMU
161
Paragon Capital Management (Utah)
Utah
$6.42M +$6.42M +55,839 New
HA
162
HC Advisors
Georgia
$6.39M -$112K -975 -2%
SCM
163
Spreng Capital Management
Ohio
$6.3M +$222K +1,930 +4%
LHWM
164
Lake Hills Wealth Management
Texas
$6.29M +$6.28M +54,668 New
IWC
165
Integrated Wealth Concepts
Massachusetts
$6.26M +$2.63M +22,854 +72%
3AM
166
3EDGE Asset Management
Florida
$6.25M -$64.4M -560,283 -91%
CA
167
Cetera Advisors
Colorado
$6.22M -$5.05M -43,949 -45%
GWM
168
Geneos Wealth Management
Colorado
$6.21M -$298K -2,595 -5%
LGWM
169
Litman Gregory Wealth Management
California
$6.16M -$248K -2,161 -4%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$6.15M -$26.8K -233 -0.4%
LNC
171
Lincoln National Corp
Pennsylvania
$6.12M +$165K +1,433 +3%
WGCA
172
Wolf Group Capital Advisors
Virginia
$6.12M +$4.08M +35,462 +200%
WP
173
WealthSource Partners
California
$6.06M +$1.42M +12,362 +31%
CM
174
Columbus Macro
Pennsylvania
$5.98M -$32.2K -280 -0.5%
APA
175
American Portfolios Advisors
New York
$5.63M +$3.43M +29,801 +156%