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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.

New
Increased
Maintained
Reduced
Closed
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 %
AAS
151
Avantax Advisory Services
Texas
$11.6M +$2.97M +30,788 +34%
JCM
152
Janney Capital Management
Pennsylvania
$11.6M -$189K -1,958 -2%
MSAM
153
Moloney Securities Asset Management
Missouri
$11.5M +$7.52M +77,832 +188%
Betterment LLC
154
Betterment LLC
New York
$11.2M -$5.51M -57,042 -33%
FAT
155
First American Trust
California
$11.1M +$5.24M +54,291 +90%
IIA
156
IPG Investment Advisors
California
$10.8M +$2.41M +24,957 +29%
SWM
157
Spire Wealth Management
Virginia
$10.2M +$435K +4,499 +4%
HTC
158
Haverford Trust Company
Pennsylvania
$10.1M +$9.64M +99,838 +2,266%
9WM
159
9258 Wealth Management
Ohio
$10.1M +$1.01M +10,491 +11%
KAS
160
Kestra Advisory Services
Texas
$9.88M -$9.51M -98,411 -49%
AWA
161
Arete Wealth Advisors
Illinois
$9.85M -$13.5M -139,720 -58%
GW
162
GW & Wade
Massachusetts
$9.66M +$1.06M +10,994 +12%
FGA
163
Fortis Group Advisors
New Jersey
$9.61M +$210K +2,170 +2%
ATI
164
Act Two Investors
California
$9.29M +$5.99M +62,021 +182%
TAM
165
TCP Asset Management
Ohio
$9.28M -$3.4M -35,222 -27%
LWP
166
Laurel Wealth Planning
Minnesota
$9.09M -$115K -1,192 -1%
FHB
167
First Hawaiian Bank
Hawaii
$9.04M +$1.16M +12,026 +15%
NL
168
NVWM LLC
Pennsylvania
$9.01M +$1.29M +13,390 +17%
JIR
169
James Investment Research
Ohio
$8.93M +$1.32M +13,636 +17%
CS
170
Credit Suisse
Switzerland
$8.87M +$5.9M +61,071 +198%
FMWA
171
Forvis Mazars Wealth Advisors
Missouri
$8.76M -$180K -1,860 -2%
PPP
172
Private Portfolio Partners
New Jersey
$8.74M +$743K +7,696 +9%
FLPIM
173
F.L. Putnam Investment Management
Massachusetts
$8.63M +$520K +5,379 +6%
MC
174
Middleton & Co
Massachusetts
$8.47M +$8.47M +87,650 New
GWM
175
GDS Wealth Management
Texas
$8.42M +$696K +7,208 +9%