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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

417 hedge funds and large institutions have $7.05B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+71
Holders Change %
+20.52%
% of All Funds
6.11%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.34%
New
130
Increased
146
Reduced
114
Closed
52
Calls
$11.1M
Puts
$2.84M
Net Calls
+$8.26M
Net Calls Change
+$8.58M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$197M
2
Wells Fargo
Wells Fargo
California
+$179M
3
JHU
Johns Hopkins University
Maryland
+$111M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
5
CCM
Coldstream Capital Management
Washington
+$79.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$280M
2
RBA
Richard Bernstein Advisors
New York
-$223M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
CWM
Congress Wealth Management
Massachusetts
-$107M
5
Jane Street
Jane Street
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
226
Private Trust Company
Ohio
$741K +$525K +4,849 +242%
KFAA
227
Klaas Financial Asset Advisors
Illinois
$724K -$1.62K -15 -0.2%
AC
228
Adroit Compliance
$724K +$724K +6,691 New
AG
229
Ascent Group
Virginia
$709K -$80K -768 -10%
FCH
230
Freestone Capital Holdings
Washington
$707K +$707K +6,527 New
SCM
231
SCS Capital Management
Massachusetts
$695K +$13.1K +121 +2%
EFS
232
Essex Financial Services
Connecticut
$691K -$119K -1,100 -15%
LA
233
Lane & Associates
New Jersey
$671K +$437K +4,034 +187%
PFS
234
Prospera Financial Services
Texas
$655K +$655K +6,050 New
SWA
235
Stratos Wealth Advisors
Ohio
$655K +$246K +2,269 +60%
LNC
236
Lincoln National Corp
Pennsylvania
$644K -$575K -5,307 -47%
PWMG
237
Provence Wealth Management Group
California
$638K -$74.2K -685 -10%
SMI
238
Shelter Mutual Insurance
Missouri
$637K – – –
TVM
239
True Vision MN
Minnesota
$632K +$632K +5,835 New
GRP
240
Global Retirement Partners
California
$622K +$371K +3,523 +148%
SRL
241
Scientech Research LLC
New Jersey
$616K +$616K +5,695 New
LA
242
LexAurum Advisors
Kansas
$614K +$163K +1,507 +36%
RBFC
243
Roman Butler Fullerton & Co
Missouri
$556K +$556K +5,330 New
AI
244
Arrien Investments
Idaho
$551K +$551K +5,088 New
Millennium Management
245
Millennium Management
New York
$542K -$868K -8,018 -62%
Betterment LLC
246
Betterment LLC
New York
$538K +$32K +296 +6%
CSPIA
247
Cary Street Partners Investment Advisory
Virginia
$531K -$232K -2,146 -30%
KV
248
Kickstand Ventures
New York
$528K -$3.93M -36,266 -88%
AWM
249
AE Wealth Management
Kansas
$527K +$146K +1,399 +38%
RF
250
RHS Financial
California
$520K +$141K +1,301 +37%
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