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iShares 7-10 Year Treasury Bond ETF

969 hedge funds and large institutions have $29.9B invested in iShares 7-10 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 429 increasing their positions, 313 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+6
Holders Change %
+0.62%
% of All Funds
13.17%
Holding in Top 10
127
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+30.93%
% of All Funds
1.73%
New
119
Increased
429
Reduced
313
Closed
82
Calls
$1.24B
Puts
$679M
Net Calls
+$558M
Net Calls Change
+$96.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
201
Pallas Capital Advisors
Massachusetts
$11.3M -$6.83M -71,644 -38%
PCMU
202
Paragon Capital Management (Utah)
Utah
$11.3M -$361K -3,782 -3%
AWS
203
Atria Wealth Solutions
New York
$11.2M -$21.2M -222,597 -66%
NL
204
NVWM LLC
Pennsylvania
$11.1M +$2.19M +22,988 +24%
SWM
205
Spire Wealth Management
Virginia
$11.1M +$76.9K +806 +0.7%
IWC
206
Integrated Wealth Concepts
Massachusetts
$10.9M +$1.4M +14,643 +15%
WA
207
Waverly Advisors
Alabama
$10.9M -$13.7K -144 -0.1%
SC
208
Scotia Capital
Ontario, Canada
$10.8M +$1.93M +20,189 +22%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$10.8M -$16M -158,240 -60%
DCA
210
DSG Capital Advisors
Minnesota
$10.8M -$1.02M -10,700 -9%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$10.8M +$55.7K +584 +0.5%
HI
212
Hudock Inc
Pennsylvania
$10.8M +$926K +9,708 +9%
LHC
213
Little House Capital
Massachusetts
$10.7M +$3.79M +39,722 +55%
BBVA
214
Banco Bilbao Vizcaya Argentaria
Spain
$10.5M -$13.3K -139 -0.1%
PA
215
Pinnacle Associates
New York
$10.5M +$93.3K +978 +0.9%
RWP
216
RWA Wealth Partners
Massachusetts
$10.4M +$10.4M +108,790 New
DWS
217
Dynamic Wealth Strategies
California
$10.3M +$96.8K +1,015 +0.9%
NWAG
218
Net Worth Advisory Group
Utah
$10.3M +$229K +2,400 +2%
HNW
219
High Note Wealth
Minnesota
$10.2M +$5.03M +52,717 +98%
SFSG
220
Sound Financial Strategies Group
Mississippi
$10.1M -$7.22M -75,663 -42%
SW
221
SkyOak Wealth
Michigan
$9.98M +$1.28M +13,417 +15%
SWP
222
Summit Wealth Partners
Florida
$9.88M +$353K +3,700 +4%
SC
223
Syon Capital
California
$9.88M -$2.75M -28,804 -22%
LCC
224
Lincoln Capital Corp
Rhode Island
$9.76M +$283K +2,967 +3%
JWM
225
Jessup Wealth Management
Ohio
$9.47M +$4.16M +43,618 +78%