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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

476 hedge funds and large institutions have $6.76B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+40
Holders Change %
+9.17%
% of All Funds
6.88%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
82
Increased
204
Reduced
150
Closed
38
Calls
$3.19M
Puts
$1.82M
Net Calls
+$1.38M
Net Calls Change
+$412K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$95.2M
2
SEIA
Signature Estate & Investment Advisors
California
+$84.7M
3
AssetMark Inc
AssetMark Inc
California
+$72.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26.9M
5
FFM
Forum Financial Management
Illinois
+$23.8M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$198M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$159M
3
RBA
Richard Bernstein Advisors
New York
-$132M
4
Bank of America
Bank of America
North Carolina
-$128M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
226
Vicus Capital
Pennsylvania
$1.13M +$438K +4,010 +63%
Focus Partners Wealth
227
Focus Partners Wealth
Massachusetts
$1.13M -$8.09K -74 -0.7%
TWM
228
TSA Wealth Management
Texas
$1.12M +$135K +1,237 +14%
GVAG
229
Great Valley Advisor Group
Delaware
$1.1M -$1.85M -16,936 -63%
CCA
230
Checchi Capital Advisers
California
$1.1M +$571K +5,224 +108%
APA
231
Astoria Portfolio Advisors
New York
$1.1M +$54.9K +521 +5%
PFM
232
Peak Financial Management
Massachusetts
$1.05M +$656 +6 +0.1%
KWA
233
Kingswood Wealth Advisors
California
$1.05M +$1.05M +9,599 New
GM
234
GeoWealth Management
Illinois
$1.04M -$214K -1,958 -17%
AG
235
AlTi Global
New York
$1.04M -$158K -1,446 -13%
GG
236
GenWealth Group
New Jersey
$1.04M -$2.62K -24 -0.3%
PP
237
Prudential plc
United Kingdom
$1.04M +$82K +750 +9%
AG
238
Ascent Group
Virginia
$1.03M +$61K +558 +6%
WA
239
WBH Advisory
Maryland
$1.03M +$343K +3,134 +50%
Tudor Investment Corp
240
Tudor Investment Corp
Connecticut
$1.03M +$495K +4,532 +93%
GRP
241
Global Retirement Partners
California
$980K +$73.1K +669 +8%
Cerity Partners
242
Cerity Partners
New York
$978K +$51.8K +474 +6%
SAI
243
Savvy Advisors Inc
New York
$974K +$689K +6,306 +242%
SVWG
244
Shared Vision Wealth Group
United States
$972K +$151K +1,384 +18%
HBW
245
Hazlett, Burt & Watson
West Virginia
$967K +$85.2K +781 +10%
WIA
246
World Investment Advisors
California
$966K +$966K +8,839 New
MFA
247
Mayflower Financial Advisors
Massachusetts
$962K +$7.11K +65 +0.7%
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
$962K -$4.35M -39,799 -82%
RBFC
249
Roman Butler Fullerton & Co
Missouri
$949K +$342K +3,217 +56%
DL
250
DOHJ LLC
Washington
$947K +$394K +3,612 +71%
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