TLH icon

iShares 10-20 Year Treasury Bond ETF
TLH

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 %
WAS
276
Wealth Advisory Solutions
Indiana
$257K +$24.8K +218 +11%
PFA
277
Pinnacle Family Advisors
Missouri
$250K +$250K +2,184 New
FHC
278
First Heartland Consultants
Missouri
$243K -$13.4K -117 -5%
MA
279
MCF Advisors
Kentucky
$241K – – –
TWP
280
Tempus Wealth Planning
California
$239K +$239K +2,084 New
WDC
281
Woodward Diversified Capital
California
$238K +$8.48K +74 +4%
LPT
282
Legacy Private Trust
Wisconsin
$233K +$233K +2,035 New
VPP
283
Vertex Planning Partners
Illinois
$232K -$30.8K -269 -12%
PPC
284
Park Place Capital
Alabama
$229K -$76.7K -670 -25%
RFG
285
Range Financial Group
Oregon
$228K +$228K +1,991 New
DWT
286
Dorsey & Whitney Trust
South Dakota
$222K +$222K +1,941 New
US Bancorp
287
US Bancorp
Minnesota
$221K +$71.6K +625 +48%
TFA
288
Teamwork Financial Advisors
Texas
$217K +$217K +1,894 New
ACP
289
Aveo Capital Partners
Colorado
$216K +$216K +1,888 New
APC
290
Aspire Private Capital
North Carolina
$215K -$45.1K -394 -17%
ACM
291
Absolute Capital Management
Pennsylvania
$210K -$2.41K -21 -1%
ICP
292
Interchange Capital Partners
Pennsylvania
$208K +$208K +1,812 New
MCM
293
Mendel Capital Management
Arkansas
$206K +$206K +1,799 New
PTC
294
Private Trust Company
Ohio
$206K +$61.1K +533 +42%
IAN
295
Integrated Advisors Network
Texas
$203K +$203K +1,773 New
CYG
296
Clean Yield Group
Vermont
$180K – – –
EWA
297
EverSource Wealth Advisors
Alabama
$176K -$11.9K -104 -6%
OLVIG
298
Oliver Lagore Vanvalin Investment Group
Michigan
$176K -$12.9K -113 -7%
BWM
299
BerganKDV Wealth Management
Minnesota
$173K +$687 +6 +0.4%
GIA
300
Goodwin Investment Advisory
Georgia
$167K +$74.6K +651 +80%
10 11
12
13 14