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iShares 10-20 Year Treasury Bond ETF

346 hedge funds and large institutions have $6.04B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 175 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-49
Holders Change %
-12.41%
% of All Funds
5.52%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
53
Increased
85
Reduced
175
Closed
97
Calls
$1.05M
Puts
$1.37M
Net Calls
-$315K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Shares
Change %
BBWP
251
Beacon Bridge Wealth Partners
Pennsylvania
$219K -$12.5K -127 -5%
LA
252
Lane & Associates
New Jersey
$213K -$335K -3,401 -61%
GIM
253
Goelzer Investment Management
Indiana
$212K -$440K -4,469 -67%
WC
254
Waterloo Capital
Texas
$212K -$252K -2,557 -54%
PWM
255
Perigon Wealth Management
California
$211K -$1.03M -10,484 -83%
SG
256
StoneX Group
New York
$211K -$22.3K -226 -10%
MA
257
MCF Advisors
Kentucky
$207K
DC
258
Davenport & Co
Virginia
$203K -$41.5K -421 -17%
MWM
259
Maripau Wealth Management
Indiana
$202K -$708K -7,185 -78%
KFS
260
Kelly Financial Services
Massachusetts
$202K -$9.66M -98,128 -98%
PTC
261
Private Trust Company
Ohio
$197K +$18.4K +187 +10%
CFD
262
Creative Financial Designs
Indiana
$191K -$216K -2,193 -53%
Qube Research & Technologies (QRT)
263
Qube Research & Technologies (QRT)
United Kingdom
$189K +$189K +1,915 New
William Blair & Company
264
William Blair & Company
Illinois
$177K -$23.4K -238 -12%
CYG
265
Clean Yield Group
Vermont
$154K
WP
266
WealthShield Partners
North Carolina
$149K -$744K -7,560 -83%
SAS
267
Stelac Advisory Services
New York
$143K
NIC
268
Northwest Investment Counselors
Oregon
$138K +$4.92K +50 +4%
AIG
269
American International Group
New York
$138K
AF
270
Allworth Financial
California
$135K -$1.27M -12,924 -90%
HGERS
271
Householder Group Estate & Retirement Specialist
Arizona
$116K +$116K +1,178 New
IWP
272
Icon Wealth Partners
Texas
$103K -$3.89M -39,489 -97%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$89.3K +$7.68K +78 +9%
US Bancorp
274
US Bancorp
Minnesota
$78.4K -$124K -1,254 -61%
CPG
275
Cornerstone Planning Group
New Jersey
$75.1K -$134K -1,356 -64%