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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 %
IA
151
IFP Advisors
Florida
$8.43M -$7.73M -73,698 -48%
KIA
152
KLR Investment Advisors
Rhode Island
$8.36M +$8.36M +87,234 New
LWP
153
Laurel Wealth Planning
Minnesota
$8.25M +$195K +2,032 +2%
FBB
154
Fulton Breakefield Broenniman
Maryland
$8.25M -$931K -9,724 -10%
Amundi
155
Amundi
France
$8.2M -$7.35M -74,500 -47%
WMR
156
Wealth Management Resources
Rhode Island
$8.14M +$8.14M +85,035 New
WJA
157
Willis Johnson & Associates
Texas
$8.1M +$285K +2,976 +4%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$7.87M +$163K +1,705 +2%
JW
159
Jenkins Wealth
Colorado
$7.77M +$7.77M +81,111 New
SWM
160
Spire Wealth Management
Virginia
$7.63M -$4.12K -43 -0.1%
CFC
161
Client First Capital
California
$7.48M -$279K -2,908 -4%
GW
162
GW & Wade
Massachusetts
$7.36M -$6.41M -66,911 -47%
RCG
163
Regatta Capital Group
California
$7.31M +$7.31M +76,356 New
GEM
164
Global Endowment Management
North Carolina
$7.17M
VIA
165
Vident Investment Advisory
Georgia
$7.12M -$435K -4,539 -6%
GVAG
166
Great Valley Advisor Group
Delaware
$7.12M +$3.35M +34,986 +89%
AAS
167
Avantax Advisory Services
Texas
$7.06M +$4.92M +51,383 +231%
FHB
168
First Hawaiian Bank
Hawaii
$7.02M -$1.32M -13,810 -16%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$7.01M -$2.4M -25,024 -25%
HCM
170
Hollencrest Capital Management
California
$6.84M +$6.84M +71,424 New
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$6.82M +$2.12M +22,142 +45%
LNC
172
Lincoln National Corp
Pennsylvania
$6.72M +$1.88M +19,680 +39%
Prudential Financial
173
Prudential Financial
New Jersey
$6.55M +$2.01M +20,987 +44%
Lido Advisors
174
Lido Advisors
California
$6.47M -$1.11M -11,577 -15%
PPP
175
Private Portfolio Partners
New Jersey
$6.45M +$835K +8,716 +15%