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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

417 hedge funds and large institutions have $7.05B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+71
Holders Change %
+20.52%
% of All Funds
6.11%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.34%
New
130
Increased
146
Reduced
114
Closed
52
Calls
$11.1M
Puts
$2.84M
Net Calls
+$8.26M
Net Calls Change
+$8.58M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$197M
2
Wells Fargo
Wells Fargo
California
+$179M
3
JHU
Johns Hopkins University
Maryland
+$111M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
5
CCM
Coldstream Capital Management
Washington
+$79.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$280M
2
RBA
Richard Bernstein Advisors
New York
-$223M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
CWM
Congress Wealth Management
Massachusetts
-$107M
5
Jane Street
Jane Street
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
251
Raymond James Trust
Florida
$496K +$155K +1,434 +46%
CCM
252
Crabel Capital Management
California
$485K +$485K +4,482 New
HIA
253
Harbor Investment Advisory
Maryland
$479K +$15.4K +142 +3%
LA
254
Lifeworks Advisors
Michigan
$467K -$163K -1,509 -26%
SHIM
255
Stone House Investment Management
Pennsylvania
$463K +$463K +4,280 New
NI
256
NDVR Inc
Massachusetts
$453K +$453K +4,182 New
VWWMG
257
Vermillion & White Wealth Management Group
Pennsylvania
$452K +$452K +4,176 New
Tudor Investment Corp
258
Tudor Investment Corp
Connecticut
$452K +$452K +4,175 New
WT
259
Whittier Trust
California
$448K +$448K +4,134 New
LA
260
Latitude Advisors
Florida
$447K +$447K +4,128 New
PWM
261
Pacific Wealth Management
California
$443K -$169K -1,565 -28%
GWP
262
Gateway Wealth Partners
Wisconsin
$433K +$24.9K +230 +6%
DP
263
Denver PWM
Colorado
$427K +$8.65K +81 +2%
TF
264
Theory Financial
Colorado
$423K +$423K +3,909 New
CCA
265
Checchi Capital Advisers
California
$419K +$25.1K +232 +6%
WF
266
Wayfinding Financial
Washington
$417K +$5.3K +49 +1%
LFG
267
Lockerman Financial Group
California
$416K -$78.9K -729 -16%
RCI
268
RS Crum Inc
California
$415K -$7.99M -73,840 -95%
JSL
269
JT Stratford LLC
Georgia
$411K +$325 +3 +0.1%
MWM
270
Mosley Wealth Management
California
$409K +$409K +3,774 New
JWCA
271
J.W. Coons Advisors
Ohio
$394K -$94.7K -875 -19%
IA
272
IFG Advisory
Georgia
$389K +$41.1K +380 +12%
GF
273
Gries Financial
Ohio
$388K -$177K -1,631 -31%
MIA
274
MMBG Investment Advisors
Florida
$378K +$378K +3,488 New
HH
275
Hilltop Holdings
Texas
$377K +$20.4K +188 +6%
9 10
11
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