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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

308 hedge funds and large institutions have $4.16B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 58 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+28
Holders Change %
+10%
% of All Funds
5.33%
Holding in Top 10
17
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+112.5%
% of All Funds
0.29%
New
66
Increased
162
Reduced
58
Closed
32
Calls
$872K
Puts
$327K
Net Calls
+$545K
Net Calls Change
-$43K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$816M
2
RBA
Richard Bernstein Advisors
New York
+$430M
3
Ameriprise
Ameriprise
Minnesota
+$326M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$128M
5
AAS
Annex Advisory Services
Wisconsin
+$84.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$11.3M
2
BlackRock
BlackRock
New York
-$4.85M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$4.27M
4
OWA
One Wealth Advisors
California
-$3.45M
5
SWP
ShoreHaven Wealth Partners
New Jersey
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
301
Mascoma Wealth Management
New Hampshire
$2K +$2K +14 New
APW
302
Axim Planning & Wealth
Ohio
$2K +$2K +14 New
Bank of Montreal
303
Bank of Montreal
Ontario, Canada
$1.84K +$57 +498 +3%
TAM
304
Tucker Asset Management
Colorado
$1.04K -$729 -7 -41%
FA
305
Faithward Advisors
Pennsylvania
$1K – – –
IF
306
Integrity Financial
Wyoming
$1K – – –
BHWM
307
Beaird Harris Wealth Management
Texas
$1K +$1K +8 New
CIAS
308
CFS Investment Advisory Services
New Jersey
– -$4.27M -35,552 Closed
OWA
309
One Wealth Advisors
California
– -$3.45M -28,720 Closed
SWP
310
ShoreHaven Wealth Partners
New Jersey
– -$1.82M -15,187 Closed
Allianz Asset Management
311
Allianz Asset Management
Germany
– -$1.44M -11,970 Closed
PCP
312
Proficio Capital Partners
Massachusetts
– -$793K -6,600 Closed
PPP
313
Private Portfolio Partners
New Jersey
– -$678K -5,644 Closed
AllianceBernstein
314
AllianceBernstein
Tennessee
– -$528K -4,395 Closed
TWM
315
TriaGen Wealth Management
California
– -$416K -3,460 Closed
IDA
316
Intelligence Driven Advisers
California
– -$255K -2,127 Closed
ATPW
317
Ashton Thomas Private Wealth
Arizona
– -$212K -1,768 Closed
LA
318
LexAurum Advisors
Kansas
– -$210K -1,744 Closed
NCM
319
Northwest Capital Management
Oregon
– -$207K -1,721 Closed
SFG
320
Sovereign Financial Group
Connecticut
– -$206K -1,715 Closed
SS
321
Simplicity Solutions
Minnesota
– -$201K -1,671 Closed
CA
322
CoreCap Advisors
Michigan
– -$155K -1,287 Closed
COCM
323
Charter Oak Capital Management
New Hampshire
– -$53K -441 Closed
UB
324
UMB Bank
Missouri
– -$29K -241 Closed
CTC
325
Central Trust Company
Missouri
– -$12K -103 Closed
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