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iShares 10-20 Year Treasury Bond ETF
TLH

Overview Fund Activity

395 hedge funds and large institutions have $7.83B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 202 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+22
Holders Change %
+5.9%
% of All Funds
6.23%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
64
Increased
202
Reduced
100
Closed
41
Calls
$443K
Puts
$687K
Net Calls
-$244K
Net Calls Change
-$908K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$114M
2
Ameriprise
Ameriprise
Minnesota
+$65M
3
Truist Financial
Truist Financial
North Carolina
+$37.4M
4
PFO
Pathstone Family Office
New Jersey
+$34.9M
5
FFM
Forum Financial Management
Illinois
+$32.1M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
-$77.3M
2
Jane Street
Jane Street
New York
-$51.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$33M
4
CIM
Confluence Investment Management
Missouri
-$11.2M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
251
Pallas Capital Advisors
Massachusetts
$491K +$491K +4,469 New
FA
252
FDx Advisors
Illinois
$489K +$94.2K +851 +24%
Betterment LLC
253
Betterment LLC
New York
$484K +$12.1K +109 +3%
RW
254
Regimen Wealth
Georgia
$479K -$267K -2,412 -36%
D
255
Dentgroup
Louisiana
$470K +$93.5K +844 +25%
RFP
256
RCS Financial Planning
Maryland
$461K +$46.4K +419 +11%
ICP
257
Interchange Capital Partners
Pennsylvania
$458K +$258K +2,325 +128%
CFD
258
Creative Financial Designs
Indiana
$458K -$319K -2,880 -41%
WHCI
259
W.H. Cornerstone Investments
Massachusetts
$458K -$190K -1,718 -29%
BFA
260
BMS Financial Advisors
South Dakota
$455K -$429K -3,874 -49%
RF
261
RHS Financial
California
$450K +$99.7K +900 +28%
PPW
262
Parcion Private Wealth
Washington
$424K – – –
DP
263
Denver PWM
Colorado
$414K -$28.1K -259 -6%
WF
264
Wayfinding Financial
Washington
$412K +$412K +3,816 New
ACA
265
Affinity Capital Advisors
California
$410K +$410K +3,705 New
RJT
266
Raymond James Trust
Florida
$405K +$74.7K +674 +23%
HIM
267
Hanlon Investment Management
New Jersey
$400K +$73.2K +661 +22%
AWM
268
Alterna Wealth Management
Texas
$392K +$57.5K +519 +17%
WP
269
WealthPLAN Partners
Nebraska
$391K -$183K -1,652 -32%
SS
270
Simplicity Solutions
Minnesota
$383K -$471K -4,250 -55%
SW
271
Simplicity Wealth
New Jersey
$383K +$74K +668 +24%
TLFA
272
True Link Financial Advisors
California
$380K – – –
AWM
273
Aprio Wealth Management
Georgia
$379K +$379K +3,425 New
JWCA
274
J.W. Coons Advisors
Ohio
$375K +$38.8K +350 +12%
CWM
275
Certus Wealth Management
California
$369K +$369K +3,330 New
9 10
11
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