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iShares 25+ Year Treasury STRIPS Bond ETF

27 hedge funds and large institutions have $71.3M invested in iShares 25+ Year Treasury STRIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
8
Increased
8
Reduced
8
Closed
4
Calls
$33K
Puts
$1.02M
Net Calls
-$987K
Net Calls Change
-$968K
Name Holding Trade Value Shares
Change
Shares
Change %
CPC
1
Consolidated Planning Corp
Georgia
$24.8M +$24.8M +2,301,061 New
TIA
2
Traphagen Investment Advisors
New Jersey
$13M +$822K +76,369 +7%
SWA
3
Strategies Wealth Advisors
Michigan
$6.33M +$6.33M +588,436 New
CPWA
4
Cerro Pacific Wealth Advisors
California
$6.04M +$6.04M +561,604 New
LPL Financial
5
LPL Financial
California
$5.61M +$3.23M +299,788 +135%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$5.2M +$1.62M +150,233 +45%
Brown Advisory
7
Brown Advisory
Maryland
$1.61M -$318K -29,550 -17%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.51M -$2M -186,127 -57%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.4M +$772K +71,715 +123%
Jane Street
10
Jane Street
New York
$1.38M +$1.38M +128,510 New
Bank of America
11
Bank of America
North Carolina
$897K -$1.14M -105,617 -56%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$888K +$222K +20,631 +33%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$563K +$163K +15,106 +41%
CCFM
14
Clear Creek Financial Management
Washington
$497K -$2.64K -245 -0.5%
SC
15
Sepio Capital
Utah
$340K -$586K -54,429 -63%
PAG
16
Private Advisor Group
New Jersey
$284K -$79K -7,344 -22%
SA
17
SpiderRock Advisors
Delaware
$258K +$258K +24,000 New
RJT
18
Raymond James Trust
Florida
$213K +$213K +19,820 New
Citadel Advisors
19
Citadel Advisors
Florida
$190K +$190K +17,696 New
Wolverine Trading
20
Wolverine Trading
Illinois
$134K -$68K -6,317 -34%
SC
21
Scotia Capital
Ontario, Canada
$119K +$3.01K +280 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$21.5K
NFSG
23
Newbridge Financial Services Group
Florida
$21.3K +$21.3K +1,976 New
IA
24
IFP Advisors
Florida
$6.69K +$1.3K +121 +24%
HCM
25
Hollencrest Capital Management
California
$4.27K