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iShares 10-20 Year Treasury Bond ETF
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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 %
BWP
276
Balboa Wealth Partners
Arizona
$369K -$705K -6,363 -66%
CAL
277
Capital Analysts LLC
Pennsylvania
$366K +$43.9K +396 +14%
MW
278
Marcum Wealth
Ohio
$360K -$21.9K -198 -6%
APW
279
Aurora Private Wealth
New Jersey
$349K +$63.8K +576 +22%
NL
280
NWAM LLC
Washington
$330K -$1.12M -10,122 -77%
CAM
281
Concorde Asset Management
Michigan
$313K +$11.2K +101 +4%
GFA
282
Gallagher Fiduciary Advisors
Illinois
$312K +$14.6K +132 +5%
SS
283
Sunbelt Securities
Texas
$310K +$310K +2,801 New
UCFA
284
United Capital Financial Advisors
Texas
$305K -$52K -469 -15%
WWP
285
WR Wealth Planners
Missouri
$305K -$6.98K -63 -2%
FA
286
Fiduciary Alliance
South Carolina
$297K +$297K +2,684 New
EH
287
Equitable Holdings
New York
$297K +$2.11K +19 +0.7%
AA
288
Advisory Alpha
Michigan
$294K +$294K +2,650 New
AA
289
Ancora Advisors
Ohio
$292K +$3.66K +33 +1%
LNWWM
290
Laird Norton Wetherby Wealth Management
California
$284K +$284K +2,560 New
JSL
291
JT Stratford LLC
Georgia
$282K +$282K +2,545 New
AWA
292
Arete Wealth Advisors
Illinois
$281K -$14K -126 -5%
DC
293
Davenport & Co
Virginia
$275K -$2.1K -19 -0.8%
LA
294
LexAurum Advisors
Kansas
$275K +$6.42K +58 +2%
HIA
295
Harbor Investment Advisory
Maryland
$268K +$196K +1,773 +276%
CA
296
CoreCap Advisors
Michigan
$264K +$264K +2,384 New
SPI
297
Sutton Place Investors
New York
$264K -$6.65K -60 -2%
SG
298
StoneX Group
New York
$263K -$40.3K -364 -13%
BBWP
299
Beacon Bridge Wealth Partners
Pennsylvania
$260K +$8.2K +74 +3%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$254K -$110K -996 -30%
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