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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 %
HH
176
Hilltop Holdings
Texas
$8.3M -$3.69M -38,213 -31%
TFA
177
Transamerica Financial Advisors
Florida
$8.21M +$122K +1,259 +2%
WFA
178
Wellspring Financial Advisors
Ohio
$8.19M +$5.74M +59,449 +235%
ACM
179
Ashford Capital Management
Delaware
$8.1M +$1.31M +13,545 +19%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$8M -$38.3M -396,808 -83%
IAN
181
Integrated Advisors Network
Texas
$7.98M -$483K -5,005 -6%
SSWM
182
Smith Salley Wealth Management
North Carolina
$7.96M +$460K +4,765 +6%
AA
183
Ancora Advisors
Ohio
$7.63M +$3.28K +34 +0%
FBB
184
Fulton Breakefield Broenniman
Maryland
$7.6M -$484K -5,008 -6%
CIBC World Market
185
CIBC World Market
Ontario, Canada
$7.49M -$383K -3,968 -5%
DRS
186
Deane Retirement Strategies
Louisiana
$7.25M +$7.25M +75,036 New
GEM
187
Global Endowment Management
North Carolina
$7.23M
PWMG
188
Pinnacle Wealth Management Group
Michigan
$7.22M +$7.22M +74,734 New
CFC
189
Client First Capital
California
$7.2M +$34.5K +357 +0.5%
SWP
190
Summit Wealth Partners
Florida
$7M +$711K +7,365 +11%
WP
191
WealthSource Partners
California
$6.98M +$3.43M +35,542 +97%
AWS
192
Atria Wealth Solutions
New York
$6.97M -$6.15M -63,665 -47%
EWM
193
Executive Wealth Management
Michigan
$6.91M -$82.2K -851 -1%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$6.88M +$188K +1,943 +3%
UCFA
195
United Capital Financial Advisors
Texas
$6.84M -$2.87M -29,716 -30%
BBVA
196
Banco Bilbao Vizcaya Argentaria
Spain
$6.83M +$6.19M +64,084 +971%
SHJ
197
Sharkey, Howes & Javer
Colorado
$6.83M +$299K +3,094 +5%
IPW
198
IronBridge Private Wealth
Texas
$6.82M +$498K +5,153 +8%
PEA
199
Park Edge Advisors
Ohio
$6.82M +$6.6M +68,344 +3,038%
AI
200
Atria Investments
North Carolina
$6.77M -$16.6M -171,787 -71%