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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

308 hedge funds and large institutions have $4.16B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 58 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+28
Holders Change %
+10%
% of All Funds
5.33%
Holding in Top 10
17
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+112.5%
% of All Funds
0.29%
New
66
Increased
162
Reduced
58
Closed
32
Calls
$872K
Puts
$327K
Net Calls
+$545K
Net Calls Change
-$43K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$816M
2
RBA
Richard Bernstein Advisors
New York
+$430M
3
Ameriprise
Ameriprise
Minnesota
+$326M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$128M
5
AAS
Annex Advisory Services
Wisconsin
+$84.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$11.3M
2
BlackRock
BlackRock
New York
-$4.85M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$4.27M
4
OWA
One Wealth Advisors
California
-$3.45M
5
SWP
ShoreHaven Wealth Partners
New Jersey
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
251
Private Trust Company
Ohio
$90K +$11.3K +104 +14%
BWM
252
Baystate Wealth Management
Massachusetts
$88K -$1.31K -12 -1%
WWP
253
WR Wealth Planners
Missouri
$83.5K +$11.1K +102 +15%
EWA
254
EverSource Wealth Advisors
Alabama
$83K -$44.5K -411 -35%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$71K +$1.3K +12 +2%
HIA
256
Harbor Investment Advisory
Maryland
$71K +$67.2K +618 +1,766%
HGERS
257
Householder Group Estate & Retirement Specialist
Arizona
$66K +$66K +614 New
HWMA
258
Heritage Wealth Management (Arizona)
Arizona
$65K +$8.82K +81 +16%
FCB
259
First Command Bank
Texas
$63K – – –
FCFS
260
First Command Financial Services
Texas
$63K – – –
BC
261
Burleson & Co
California
$59K +$59K +542 New
IFAM
262
Institutional & Family Asset Management
Colorado
$57K +$48.8K +444 +592%
OPW
263
Oxler Private Wealth
New York
$56.5K +$56.5K +500 New
HI
264
Hudock Inc
Pennsylvania
$54K +$22.2K +206 +70%
AssetMark Inc
265
AssetMark Inc
California
$47K -$14.6K -134 -24%
GC
266
Gould Capital
Washington
$42K -$754 -7 -2%
EW
267
Element Wealth
Mississippi
$39K – – –
JFGIW
268
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K +$35K +318 New
SIC
269
Salem Investment Counselors
North Carolina
$31K +$31K +285 New
BL
270
Balentine LLC
Georgia
$28K +$28K +260 New
AWMS
271
Advocacy Wealth Management Services
Georgia
$25K +$25K +228 New
NFSG
272
Newbridge Financial Services Group
Florida
$22K – – –
PFA
273
Professional Financial Advisors
Nebraska
$21K +$108 +1 +0.5%
MCC
274
Money Concepts Capital
Florida
$20K – – –
FA
275
Fortis Advisors
Pennsylvania
$20K +$110 +1 +0.6%
9 10
11
12 13