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iShares 25+ Year Treasury STRIPS Bond ETF

37 hedge funds and large institutions have $77.5M invested in iShares 25+ Year Treasury STRIPS Bond ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
11
Reduced
12
Closed
6
Calls
$3K
Puts
$248K
Net Calls
-$245K
Net Calls Change
+$256K
Name Holding Trade Value Shares
Change
Shares
Change %
CPC
1
Consolidated Planning Corp
Georgia
$19.8M -$4.48M -453,724 -18%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$9.37M +$178K +17,981 +2%
Jane Street
3
Jane Street
New York
$8.29M +$735K +74,356 +10%
CPWA
4
Cerro Pacific Wealth Advisors
California
$8.13M +$1.37M +115,581 +20%
SWA
5
Strategies Wealth Advisors
Michigan
$7.98M +$2.17M +216,736 +37%
TIA
6
Traphagen Investment Advisors
New Jersey
$6.52M -$6.5M -658,267 -50%
LPL Financial
7
LPL Financial
California
$4.03M -$11.5M -1,159,950 -74%
Citadel Advisors
8
Citadel Advisors
Florida
$2.89M +$1.96M +198,063 +210%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.38M -$1.7M -172,549 -55%
BlackRock
10
BlackRock
New York
$1.17M +$1.17M +118,500 New
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.09M +$631K +63,839 +137%
Bank of America
12
Bank of America
North Carolina
$991K -$1.34M -135,728 -58%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$966K -$173K -17,498 -15%
SPIA
14
Steward Partners Investment Advisory
New York
$742K +$742K +75,151 New
LSIA
15
LaSalle St. Investment Advisors
Illinois
$660K -$1.81M -183,173 -73%
EWM
16
Executive Wealth Management
Michigan
$632K +$3.84K +389 +0.6%
JWCA
17
J.W. Cole Advisors
Florida
$606K +$259K +26,209 +75%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$545K -$1.15M -116,362 -68%
D
19
Dentgroup
Louisiana
$336K +$336K +34,024 New
Raymond James Financial
20
Raymond James Financial
Florida
$334K +$334K +33,799 New
HighTower Advisors
21
HighTower Advisors
Illinois
$303K
DWM
22
Drive Wealth Management
Utah
$222K +$222K +22,506 New
CCFM
23
Clear Creek Financial Management
Washington
$211K -$313K -31,704 -60%
SC
24
Scotia Capital
Ontario, Canada
$119K +$7.39K +748 +7%
Truist Financial
25
Truist Financial
North Carolina
$115K +$9.54K +966 +9%