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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 %
PCMU
201
Paragon Capital Management (Utah)
Utah
$6.65M +$781K +8,084 +13%
BGDI
202
BW Gestao de Investimentos
Brazil
$6.63M +$6.63M +68,655 New
IPW
203
Impact Partnership Wealth
Georgia
$6.56M +$6.56M +67,950 New
Lazard Asset Management
204
Lazard Asset Management
New York
$6.54M -$3.4M
RIM
205
Rakuten Investment Management
Japan
$6.53M -$4.1M -42,500 -39%
ASN
206
Advisory Services Network
Georgia
$6.46M +$2.27M +23,526 +54%
IA
207
IFP Advisors
Florida
$6.4M +$905K +9,364 +16%
Mariner
208
Mariner
Kansas
$6.3M -$2.83M -29,308 -31%
Millennium Management
209
Millennium Management
New York
$6.23M -$5.57M -57,628 -47%
CIAS
210
Capital Investment Advisory Services
North Carolina
$6.22M -$138K -1,425 -2%
UIA
211
UG Investment Advisers
Taiwan
$6.15M -$3.86M -40,000 -39%
HCM
212
Hollencrest Capital Management
California
$6.14M -$812K -8,406 -12%
PWG
213
Portside Wealth Group
Utah
$6.11M +$6.11M +63,271 New
APW
214
Acima Private Wealth
Virginia
$6.11M -$6.18K -64 -0.1%
WCM
215
Wunderlich Capital Managemnt
Tennessee
$6.11M -$141K -1,460 -2%
AIP
216
Almanack Investment Partners
Pennsylvania
$6.1M +$297K +3,072 +5%
FFA
217
First Foundation Advisors
California
$6.08M +$2.98M +30,872 +96%
KF
218
Krilogy Financial
Missouri
$6.08M -$1.39M -14,403 -19%
Prudential Financial
219
Prudential Financial
New Jersey
$6.07M -$2.49M -25,793 -29%
JFGIW
220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.05M -$84.9M -878,897 -93%
PA
221
Pinnacle Associates
New York
$6.02M +$1.16M +12,049 +24%
ACM
222
Antonetti Capital Management
Florida
$6M +$4.35K +45 +0.1%
PWM
223
Pacific Wealth Management
California
$5.95M -$147K -1,525 -2%
Lido Advisors
224
Lido Advisors
California
$5.87M -$149K -1,543 -2%
LFASL
225
Lugano Financial Advisors SA (LFA)
Switzerland
$5.8M +$80K +828 +1%