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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 %
CAS
351
Coppell Advisory Solutions
Texas
$62.8K +$62.8K +580 New
MIFH
352
Migdal Insurance & Financial Holdings
Israel
$55K +$25.8K +238 +88%
DWMG
353
DB Wealth Management Group
California
$54.5K +$54.5K +503 New
LFA
354
LGT Financial Advisors
Texas
$51.1K +$974 +9 +2%
RFG
355
REAP Financial Group
Texas
$44.4K +$44.4K +410 New
GC
356
Gould Capital
Washington
$41.7K – – –
DJSG
357
D.J. St. Germain
Massachusetts
$40.6K -$1.62K -15 -4%
IGWM
358
ICA Group Wealth Management
Colorado
$36.2K +$36.2K +334 New
NRC
359
New Republic Capital
North Carolina
$36.1K +$17.2K +159 +91%
RCM
360
Raleigh Capital Management
North Carolina
$34.9K +$4.01K +37 +13%
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$32.5K -$65.7K -607 -67%
PNC Financial Services Group
362
PNC Financial Services Group
Pennsylvania
$30.8K -$15.2K -140 -33%
WTC
363
WhitTier Trust Company
Nevada
$30.2K +$30.2K +279 New
CFD
364
Creative Financial Designs
Indiana
$29.7K -$180K -1,669 -86%
AF
365
Advisornet Financial
Minnesota
$29.2K -$229K -2,122 -89%
CIA
366
Cape Investment Advisory
Georgia
$27.1K +$23.7K +219 +706%
CT
367
Colonial Trust
South Carolina
$26.1K +$13.3K +123 +104%
TFA
368
Transamerica Financial Advisors
Florida
$21K -$1.47M -13,436 -99%
EW
369
Element Wealth
Mississippi
$19.3K -$10.9K -101 -36%
BCA
370
Bray Capital Advisors
Florida
$18.9K – – –
OLVIG
371
Oliver Lagore Vanvalin Investment Group
Michigan
$17.6K +$17.6K +163 New
GIA
372
Goodwin Investment Advisory
Georgia
$16.8K -$45.9K -424 -73%
Bessemer Group
373
Bessemer Group
New Jersey
$16K +$4.32K +40 +37%
FAM
374
Family Asset Management
South Carolina
$14.3K +$5.85K +54 +69%
RFA
375
Register Financial Advisors
Georgia
$13.7K +$216 +2 +2%
13 14
15
16 17