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iShares 10-20 Year Treasury Bond ETF
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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 %
BNP Paribas Financial Markets
351
BNP Paribas Financial Markets
France
$28.4K +$28.4K +256 New
FFA
352
Founders Financial Alliance
North Carolina
$26.8K +$15.7K +142 +142%
CWA
353
Clearview Wealth Advisors
Oregon
$23K -$663 -6 -3%
S
354
SignatureFD
Georgia
$22.6K +$2.33K +21 +11%
TAM
355
Tucker Asset Management
Colorado
$21K +$13.8K +125 +192%
NCM
356
Northwest Capital Management
Oregon
$20.5K +$20.5K +185 New
FMP
357
Financial Management Professionals
Texas
$20K +$20K +177 New
BCA
358
Bray Capital Advisors
Florida
$19.4K – – –
TWD
359
True Wealth Design
Ohio
$17.7K +$17.7K +160 New
LFA
360
LGT Financial Advisors
Texas
$14.5K +$14.5K +131 New
CT
361
Colonial Trust
South Carolina
$13K +$4.29K +39 +49%
CAS
362
Coppell Advisory Solutions
Texas
$12.1K +$12.1K +110 New
FAM
363
Family Asset Management
South Carolina
$11.5K +$6.54K +59 +131%
CSC
364
Caldwell Sutter Capital
California
$10.5K +$10.5K +95 New
ACM
365
Antonetti Capital Management
Florida
$10.1K – – –
PB
366
Pinnacle Bancorp
Nebraska
$9.75K – – –
SIC
367
Salem Investment Counselors
North Carolina
$9.19K +$443 +4 +5%
Franklin Resources
368
Franklin Resources
California
$8.53K – – –
AWM
369
Avior Wealth Management
Nebraska
$7.09K – – –
BCMLT
370
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.09K +$7.09K +64 New
RIA
371
Realta Investment Advisors
Delaware
$6.43K +$6.43K +58 New
PNC Financial Services Group
372
PNC Financial Services Group
Pennsylvania
$5.98K -$1.66K -15 -22%
AC
373
AlphaCore Capital
California
$5.43K +$5.43K +49 New
CWP
374
Concord Wealth Partners
Virginia
$3.88K +$3.88K +35 New
ACA
375
Aptus Capital Advisors
Alabama
$3.43K – – –
13 14
15
16 17