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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 %
IGWM
351
ICA Group Wealth Management
Colorado
$5.77K -$84.9K -736 -94%
FAM
352
Family Asset Management
South Carolina
$5.15K +$1.15K +10 +29%
TF
353
Tompkins Financial
New York
$5.04K +$5.04K +44 New
EWM
354
EPG Wealth Management
Georgia
$4.47K +$4.47K +39 New
C
355
Covestor
United Kingdom
$4K -$485 -4 -11%
ACA
356
Aptus Capital Advisors
Alabama
$3.51K -$6K -53 -63%
GWANC
357
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.51K +$113 +1 +3%
CA
358
Centerpoint Advisors
Massachusetts
$3K – – –
CSPIA
359
Cary Street Partners Investment Advisory
Virginia
$2.52K -$8.02K -70 -76%
CT
360
Clearstead Trust
Maine
$2.52K – – –
AWM
361
Accel Wealth Management
Iowa
$2.29K -$7.56K -66 -77%
TWP
362
TFO Wealth Partners
Ohio
$2.18K -$161K -1,407 -99%
CP
363
Castleview Partners
Texas
$2.18K – – –
AP
364
Arlington Partners
Alabama
$1.83K – – –
IWP
365
IAG Wealth Partners
Wisconsin
$1.6K +$573 +5 +56%
FGAM
366
Financial Gravity Asset Management
Texas
$1.33K +$1.33K +11,677 New
SCA
367
Stonebridge Capital Advisors
Minnesota
$1.15K +$1.15K +10 New
IF
368
Integrity Financial
Wyoming
$1.03K – – –
BHWM
369
Beaird Harris Wealth Management
Texas
$946 – – –
MAWA
370
Moss Adams Wealth Advisors
Washington
$802 +$802 +7 New
TAM
371
Townsend Asset Management
North Carolina
$573 +$573 +5 New
AWM
372
AllSquare Wealth Management
New York
$344 +$344 +3 New
TCWA
373
Ten Capital Wealth Advisors
Washington
$229 +$229 +2 New
MHR
374
Matthew Hamilton Rosenberg
$115 – – –
EDRIA
375
Edmonds Duncan Registered Investment Advisors
Kansas
– -$8.36M -77,282 Closed
13 14
15
16 17