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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 %
MA
301
MCF Advisors
Kentucky
$278K +$50.1K +463 +22%
FA
302
FDx Advisors
Illinois
$277K -$34.9K -322 -11%
DI
303
DFPG Investments
Utah
$259K +$259K +2,399 New
BFG
304
Beacon Financial Group
Texas
$250K +$250K +2,313 New
VCP
305
Verus Capital Partners
Arizona
$249K +$249K +2,304 New
SFS
306
Security Financial Services
Indiana
$242K -$70.9K -655 -23%
CWM
307
Cornerstone Wealth Management
Missouri
$241K +$241K +2,224 New
UCFA
308
United Capital Financial Advisors
Texas
$231K +$231K +2,130 New
PCA
309
Prosperity Capital Advisors
Ohio
$229K +$229K +2,113 New
WAL
310
W Advisors LLC
Tennessee
$228K -$136K -1,254 -37%
CYG
311
Clean Yield Group
Vermont
$227K +$57.4K +530 +34%
SFG
312
Sovereign Financial Group
Connecticut
$226K -$18.6K -172 -8%
BTI
313
Blue Trust Inc
Georgia
$225K -$3.7M -37,522 -94%
HI
314
Harbour Investments
Wisconsin
$225K -$114K -1,055 -34%
FA
315
Flagstar Advisors
New York
$224K +$224K +2,071 New
PWM
316
Perigon Wealth Management
California
$223K -$9.31K -86 -4%
NP
317
NorthRock Partners
Minnesota
$219K +$219K +2,027 New
SAW
318
Signal Advisors Wealth
Michigan
$218K +$218K +2,017 New
RFP
319
RCS Financial Planning
Maryland
$218K +$218K +2,017 New
BBWP
320
Beacon Bridge Wealth Partners
Pennsylvania
$217K -$23.5K -217 -10%
WCM
321
Wealthcare Capital Management
Virginia
$215K -$498K -4,597 -70%
SW
322
Simplicity Wealth
New Jersey
$214K +$214K +1,979 New
FBB
323
Fulton Breakefield Broenniman
Maryland
$209K +$209K +1,935 New
MWM
324
Maripau Wealth Management
Indiana
$208K -$14.3K -132 -6%
AL
325
ADE LLC
Maryland
$205K +$205K +1,890 New
11 12
13
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