TLH icon

iShares 10-20 Year Treasury Bond ETF
TLH

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 %
WTC
301
WhitTier Trust Company
Nevada
$252K +$252K +2,272 New
FHC
302
First Heartland Consultants
Missouri
$248K +$13K +117 +6%
AI
303
Arrien Investments
Idaho
$247K +$247K +2,234 New
TWP
304
Tempus Wealth Planning
California
$243K +$12.6K +114 +5%
ACM
305
Absolute Capital Management
Pennsylvania
$237K +$33.6K +303 +17%
CPG
306
Cornerstone Planning Group
New Jersey
$235K +$235K +2,119 New
VPP
307
Vertex Planning Partners
Illinois
$234K +$9.31K +84 +4%
MA
308
MCF Advisors
Kentucky
$233K – – –
BWM
309
Bulltick Wealth Management
Florida
$231K +$231K +2,088 New
WDC
310
Woodward Diversified Capital
California
$230K – – –
US Bancorp
311
US Bancorp
Minnesota
$227K +$13.2K +119 +6%
PPC
312
Park Place Capital
Alabama
$225K +$3.99K +36 +2%
William Blair & Company
313
William Blair & Company
Illinois
$225K +$94K +848 +72%
ACM
314
AlphaStar Capital Management
North Carolina
$215K -$765K -6,908 -78%
RFG
315
Range Financial Group
Oregon
$214K -$6.31K -57 -3%
AL
316
ADE LLC
Maryland
$212K +$212K +1,914 New
NW
317
NewEdge Wealth
Pennsylvania
$209K +$209K +1,884 New
CT
318
Cambridge Trust
Massachusetts
$207K -$42.4K -383 -17%
LFAS
319
Level Four Advisory Services
Texas
$206K +$206K +1,864 New
BTWM
320
Baker Tilly Wealth Management
Wisconsin
$203K -$156K -1,405 -43%
PTC
321
Private Trust Company
Ohio
$201K +$1.88K +17 +0.9%
OLVIG
322
Oliver Lagore Vanvalin Investment Group
Michigan
$177K +$7.31K +66 +4%
APC
323
Aspire Private Capital
North Carolina
$174K -$33.3K -301 -16%
CYG
324
Clean Yield Group
Vermont
$174K – – –
BWM
325
BerganKDV Wealth Management
Minnesota
$172K +$4.65K +42 +3%
11 12
13
14 15