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iShares 10-20 Year Treasury Bond ETF

476 hedge funds and large institutions have $6.76B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+40
Holders Change %
+9.17%
% of All Funds
6.88%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
82
Increased
204
Reduced
150
Closed
38
Calls
$3.19M
Puts
$1.82M
Net Calls
+$1.38M
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
326
Omega Financial Group
California
$319K +$319K +2,921 New
CA
327
Crewe Advisors
Utah
$318K +$318K +2,908 New
AWE
328
Avidian Wealth Enterprises
Texas
$317K +$2.73K +25 +0.9%
AFG
329
ABLE Financial Group
Arizona
$316K +$316K +2,890 New
SWC
330
Spectrum Wealth Counsel
Indiana
$316K +$1.75K +16 +0.6%
GTAM
331
Global Trust Asset Management
Florida
$312K +$312K +2,850 New
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$311K -$31.9K -292 -9%
BWM
333
Brophy Wealth Management
New Hampshire
$310K +$310K +2,831 New
APC
334
Aspire Private Capital
North Carolina
$305K +$36.2K +331 +13%
SMI
335
Shelter Mutual Insurance
Missouri
$301K -$303K -2,950 -50%
CWM
336
Congress Wealth Management
Massachusetts
$295K -$21.8K -199 -7%
SWM
337
Silverlake Wealth Management
Vermont
$291K +$291K +2,658 New
PTC
338
Private Trust Company
Ohio
$291K -$254K -2,321 -47%
RIM
339
Redwood Investment Management
Arizona
$288K -$8.33K -75 -3%
CP
340
Cumberland Partners
Ontario, Canada
$286K +$286K +2,620 New
WFS
341
WealthGarden F.S.
California
$285K +$285K +2,607 New
MA
342
MCF Advisors
Kentucky
$281K
FA
343
Fermata Advisors
California
$280K +$25.3K +231 +10%
Charles Schwab
344
Charles Schwab
California
$279K -$78.6K -719 -22%
Fidelity Investments
345
Fidelity Investments
Massachusetts
$279K +$157K +1,437 +129%
BEI
346
Benjamin Edwards Inc
Missouri
$277K +$277K +2,537 New
GF
347
Gries Financial
Ohio
$277K -$87.1K -797 -24%
Citigroup
348
Citigroup
New York
$276K -$1.52M -13,872 -85%
WAL
349
W Advisors LLC
Tennessee
$270K +$3.61K +33 +1%
DC
350
Davenport & Co
Virginia
$269K -$3.5K -32 -1%