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iShares 10-20 Year Treasury Bond ETF

406 hedge funds and large institutions have $7.1B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-11
Holders Change %
-2.64%
% of All Funds
5.88%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.3%
New
55
Increased
188
Reduced
124
Closed
55
Calls
$10.6M
Puts
$4.28M
Net Calls
+$6.31M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
KFAA
226
Klaas Financial Asset Advisors
Illinois
$712K +$9.35K +89 +1%
KeyBank National Association
227
KeyBank National Association
Ohio
$698K -$4.44M -42,296 -86%
WF
228
Wayfinding Financial
Washington
$696K +$307K +3,035 +79%
Mariner
229
Mariner
Kansas
$681K -$820K -7,808 -55%
VC
230
Vicus Capital
Pennsylvania
$668K -$236K -2,245 -26%
Charles Schwab
231
Charles Schwab
California
$661K -$204K -1,946 -24%
TA
232
TFB Advisors
Kansas
$654K +$654K +6,579 New
SVWG
233
Shared Vision Wealth Group
United States
$654K -$164K -1,560 -20%
SWA
234
Stratos Wealth Advisors
Ohio
$648K +$12.5K +119 +2%
EFS
235
Essex Financial Services
Connecticut
$645K -$25.2K -240 -4%
BFEC
236
Benjamin F. Edwards & Company
Missouri
$640K -$43.3M -412,599 -99%
GWP
237
Gateway Wealth Partners
Wisconsin
$631K +$211K +2,009 +50%
PFS
238
Prospera Financial Services
Texas
$619K -$16.1K -153 -3%
SMI
239
Shelter Mutual Insurance
Missouri
$618K
WPW
240
Watershed Private Wealth
Illinois
$615K +$615K +5,854 New
SL
241
SWMG LLC
Texas
$615K -$1.36M -12,972 -69%
SWM
242
Spire Wealth Management
Virginia
$612K +$543K +5,173 +792%
LFG
243
Lockerman Financial Group
California
$610K +$206K +1,960 +51%
SPC
244
Sigma Planning Corp
Michigan
$608K +$608K +5,790 New
KPWS
245
Kestra Private Wealth Services
Texas
$601K -$442K -4,211 -42%
SW
246
Simplicity Wealth
New Jersey
$580K +$372K +3,541 +179%
SFA
247
Source Financial Advisors
New York
$573K -$454K -4,319 -44%
RF
248
RHS Financial
California
$562K +$56.7K +540 +11%
MSWMA
249
Market Street Wealth Management Advisors
Indiana
$557K -$213K -2,030 -28%
RJT
250
Raymond James Trust
Florida
$537K +$56.7K +540 +12%