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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

373 hedge funds and large institutions have $7.64B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+20
Holders Change %
+5.67%
% of All Funds
5.97%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.4%
New
71
Increased
160
Reduced
123
Closed
43
Calls
$664K
Puts
–
Net Calls
+$664K
Net Calls Change
+$610K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$522M
2
RBA
Richard Bernstein Advisors
New York
+$296M
3
Ameriprise
Ameriprise
Minnesota
+$195M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$32.5M
2
KF
Krilogy Financial
Missouri
-$32.4M
3
LPL Financial
LPL Financial
California
-$17.7M
4
PAS
Park Avenue Securities
New York
-$11.9M
5
CW
CreativeOne Wealth
Kansas
-$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
226
Waterloo Capital
Texas
$544K +$544K +4,751 New
TPWA
227
TRUE Private Wealth Advisors
Oregon
$533K -$109K -949 -17%
CM
228
Columbus Macro
Pennsylvania
$532K +$532K +4,679 New
AWM
229
Apollon Wealth Management
South Carolina
$530K +$296K +2,588 +127%
CCA
230
Checchi Capital Advisers
California
$508K +$87.9K +767 +21%
MYIA
231
Mount Yale Investment Advisors
Colorado
$495K -$102K -889 -17%
SFS
232
Sowell Financial Services
Arkansas
$495K +$495K +4,318 New
Betterment LLC
233
Betterment LLC
New York
$488K -$8.48K -74 -2%
WS
234
Wedbush Securities
California
$486K +$19.7K +172 +4%
KWM
235
Kingsview Wealth Management
Oregon
$478K +$8.13K +71 +2%
DP
236
Denver PWM
Colorado
$458K -$7.07K -63 -2%
PPW
237
Parcion Private Wealth
Washington
$439K +$91.9K +802 +26%
RFP
238
RCS Financial Planning
Maryland
$428K -$43.4K -379 -9%
T
239
TRUADVICE
Florida
$423K -$289K -2,523 -41%
MW
240
Marcum Wealth
Ohio
$395K +$5.04K +44 +1%
TLFA
241
True Link Financial Advisors
California
$393K – – –
LA
242
Lane & Associates
New Jersey
$391K +$391K +3,411 New
D
243
Dentgroup
Louisiana
$389K -$31.6K -276 -8%
FA
244
FDx Advisors
Illinois
$386K – – –
AFP
245
Ausdal Financial Partners
Iowa
$383K +$107K +937 +39%
SFG
246
Sovereign Financial Group
Connecticut
$377K -$48.2K -421 -11%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$376K -$392K -3,420 -51%
Mariner
248
Mariner
Kansas
$375K +$13.5K +118 +4%
BTWM
249
Baker Tilly Wealth Management
Wisconsin
$371K +$147K +1,283 +66%
UCFA
250
United Capital Financial Advisors
Texas
$369K -$139K -1,216 -27%
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