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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

373 hedge funds and large institutions have $7.64B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+20
Holders Change %
+5.67%
% of All Funds
5.97%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.4%
New
71
Increased
160
Reduced
123
Closed
43
Calls
$664K
Puts
–
Net Calls
+$664K
Net Calls Change
+$610K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$522M
2
RBA
Richard Bernstein Advisors
New York
+$296M
3
Ameriprise
Ameriprise
Minnesota
+$195M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$32.5M
2
KF
Krilogy Financial
Missouri
-$32.4M
3
LPL Financial
LPL Financial
California
-$17.7M
4
PAS
Park Avenue Securities
New York
-$11.9M
5
CW
CreativeOne Wealth
Kansas
-$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
251
RHS Financial
California
$362K +$112K +974 +45%
BAM
252
Belpointe Asset Management
Nevada
$360K -$303K -2,648 -46%
GWP
253
Gateway Wealth Partners
Wisconsin
$349K -$45K -393 -11%
JWCA
254
J.W. Coons Advisors
Ohio
$348K +$348K +3,035 New
AWM
255
Alterna Wealth Management
Texas
$346K +$80.4K +702 +30%
RJT
256
Raymond James Trust
Florida
$341K -$41.1K -359 -11%
HIM
257
Hanlon Investment Management
New Jersey
$338K -$66.7K -582 -16%
CAL
258
Capital Analysts LLC
Pennsylvania
$333K -$62.2K -543 -16%
WWP
259
WR Wealth Planners
Missouri
$322K +$134K +1,169 +71%
SW
260
Simplicity Wealth
New Jersey
$320K +$320K +2,794 New
NRI
261
NFP Retirement Inc
California
$320K +$28.2K +246 +10%
SG
262
StoneX Group
New York
$313K +$46.1K +403 +17%
CAM
263
Concorde Asset Management
Michigan
$312K -$10.9K -95 -3%
GFA
264
Gallagher Fiduciary Advisors
Illinois
$308K +$308K +2,686 New
IFA
265
Interactive Financial Advisors
Illinois
$305K +$6.3K +55 +2%
AWA
266
Arete Wealth Advisors
Illinois
$305K -$33.3K -291 -10%
EH
267
Equitable Holdings
New York
$305K -$2.06M -17,996 -87%
AA
268
Ancora Advisors
Ohio
$298K +$4.24K +37 +1%
APW
269
Aurora Private Wealth
New Jersey
$295K +$295K +2,573 New
DC
270
Davenport & Co
Virginia
$287K -$13.5K -118 -5%
SPI
271
Sutton Place Investors
New York
$280K -$64.3K -561 -19%
LA
272
LexAurum Advisors
Kansas
$277K -$4.93K -43 -2%
Simplex Trading
273
Simplex Trading
Illinois
$268K +$193K +1,693 +259%
BBWP
274
Beacon Bridge Wealth Partners
Pennsylvania
$260K +$260K +2,273 New
CT
275
Cambridge Trust
Massachusetts
$258K -$2.22M -19,365 -90%
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