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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

395 hedge funds and large institutions have $7.83B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 202 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+22
Holders Change %
+5.9%
% of All Funds
6.23%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
64
Increased
202
Reduced
100
Closed
41
Calls
$443K
Puts
$687K
Net Calls
-$244K
Net Calls Change
-$908K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$114M
2
Ameriprise
Ameriprise
Minnesota
+$65M
3
Truist Financial
Truist Financial
North Carolina
+$37.4M
4
PFO
Pathstone Family Office
New Jersey
+$34.9M
5
FFM
Forum Financial Management
Illinois
+$32.1M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
-$77.3M
2
Jane Street
Jane Street
New York
-$51.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$33M
4
CIM
Confluence Investment Management
Missouri
-$11.2M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
226
Patriot Financial Group Insurance Agency
Massachusetts
$727K -$126K -1,140 -15%
FHA
227
First Horizon Advisors
Tennessee
$702K +$24.2K +218 +4%
CC
228
Copperleaf Capital
North Carolina
$676K -$999K -9,023 -60%
VC
229
Vicus Capital
Pennsylvania
$670K +$15K +135 +2%
SMI
230
Shelter Mutual Insurance
Missouri
$651K +$651K +5,880 New
SCM
231
SCS Capital Management
Massachusetts
$646K +$646K +5,828 New
LA
232
Lifeworks Advisors
Michigan
$640K -$45K -406 -7%
GRP
233
Global Retirement Partners
California
$622K +$8.75K +79 +1%
LPT
234
Legacy Private Trust
Wisconsin
$619K +$394K +3,557 +175%
WIA
235
World Investment Advisors
California
$618K -$1.29M -11,666 -68%
LA
236
Lane & Associates
New Jersey
$616K +$238K +2,150 +63%
BFEC
237
Benjamin F. Edwards & Company
Missouri
$599K -$14.4K -130 -2%
AG
238
Ascent Group
Virginia
$589K -$447K -4,216 -43%
UB
239
UMB Bank
Missouri
$585K – – –
WS
240
Wedbush Securities
California
$583K +$113K +1,021 +24%
GWP
241
Gateway Wealth Partners
Wisconsin
$564K +$227K +2,048 +67%
KPWS
242
Kestra Private Wealth Services
Texas
$561K +$31.2K +282 +6%
CSPIA
243
Cary Street Partners Investment Advisory
Virginia
$555K +$553K +4,989 +22,677%
WC
244
Waterloo Capital
Texas
$521K -$4.98K -45 -0.9%
SFG
245
Sovereign Financial Group
Connecticut
$520K +$155K +1,401 +43%
DZ Bank
246
DZ Bank
Germany
$512K +$477K +4,284 +1,347%
CCA
247
Checchi Capital Advisers
California
$509K +$17.7K +160 +4%
MYIA
248
Mount Yale Investment Advisors
Colorado
$506K +$27K +244 +6%
KWM
249
Kingsview Wealth Management
Oregon
$506K +$43.4K +392 +9%
TPWA
250
TRUE Private Wealth Advisors
Oregon
$503K -$12.4K -112 -2%
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