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iShares 10-20 Year Treasury Bond ETF
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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 %
AssetMark Inc
326
AssetMark Inc
California
$33.8K -$2.75K -24 -8%
AAS
327
Ameritas Advisory Services
Nebraska
$32.2K +$32.2K +283 New
EW
328
Element Wealth
Mississippi
$31.1K -$9.85K -86 -24%
MIFH
329
Migdal Insurance & Financial Holdings
Israel
$31K – – –
NFSG
330
Newbridge Financial Services Group
Florida
$30.7K – – –
FA
331
Fortis Advisors
Pennsylvania
$26K +$4.12K +36 +19%
CWA
332
Clearview Wealth Advisors
Oregon
$24.6K -$66K -574 -73%
GTAM
333
Global Trust Asset Management
Florida
$22.9K +$22.9K +200 New
Commonwealth Equity Services
334
Commonwealth Equity Services
Massachusetts
$22K +$11.5K +100,442 +109%
S
335
SignatureFD
Georgia
$21K +$4.35K +38 +26%
BCA
336
Bray Capital Advisors
Florida
$20K – – –
AIM
337
Anchor Investment Management
South Carolina
$17.5K +$17.5K +153 New
RWM
338
Ruedi Wealth Management
Illinois
$12.3K +$12.3K +107 New
FFA
339
Founders Financial Alliance
North Carolina
$11.4K -$2.75K -24 -19%
ACM
340
Antonetti Capital Management
Florida
$10.4K – – –
PB
341
Pinnacle Bancorp
Nebraska
$10K +$10K +88 New
HNB
342
Huntington National Bank
Ohio
$9.74K -$2.38K – –
SIC
343
Salem Investment Counselors
North Carolina
$9.05K +$5.15K +45 +132%
CT
344
Colonial Trust
South Carolina
$8.94K +$8.94K +79 New
OIS
345
Okabena Investment Services
Minnesota
$8.93K +$8.93K +78 New
Franklin Resources
346
Franklin Resources
California
$8.82K – – –
PNC Financial Services Group
347
PNC Financial Services Group
Pennsylvania
$7.9K +$7.9K +69 New
TAM
348
Tucker Asset Management
Colorado
$7.45K +$7.22K +63 +3,150%
AWM
349
Avior Wealth Management
Nebraska
$7.33K +$7.33K +64 New
SC
350
SouthState Corp
Florida
$6.87K -$18.9K -165 -73%
12 13
14
15 16