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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 %
SA
376
Scarborough Advisors
Maryland
– -$7.61M -70,311 Closed
TSA
377
Tri-Star Advisors
Texas
– -$7.01M -61,516 Closed
Susquehanna International Group
378
Susquehanna International Group
Pennsylvania
– -$5.45M -50,421 Closed
WCM
379
Wealthcare Capital Management
Virginia
– -$5.42M -50,075 Closed
PA
380
Procyon Advisors
Connecticut
– -$4.29M -39,638 Closed
CSPAM
381
Cary Street Partners Asset Management
Virginia
– -$3.19M -29,452 Closed
WI
382
Wintrust Investments
Illinois
– -$2.19M -20,211 Closed
FSA
383
Financial Services Advisory
Maryland
– -$1.99M -18,422 Closed
HPC
384
Hobart Private Capital
North Carolina
– -$1.33M -12,261 Closed
GAM
385
Gould Asset Management
California
– -$1.13M -10,460 Closed
Koshinski Asset Management
386
Koshinski Asset Management
Illinois
– -$981K -9,072 Closed
SPAS
387
Spectrum Planning & Advisory Services
California
– -$854K -7,899 Closed
WAP
388
Wealthcare Advisory Partners
Pennsylvania
– -$758K -7,006 Closed
WIM
389
WealthPlan Investment Management
Nebraska
– -$714K -6,363 Closed
RBFC
390
Roman Butler Fullerton & Co
Missouri
– -$251K -2,200 Closed
WFC
391
Western Financial Corp
California
– -$233K -2,152 Closed
Qube Research & Technologies (QRT)
392
Qube Research & Technologies (QRT)
United Kingdom
– -$210K -1,945 Closed
SIM
393
Studio Investment Management
Illinois
– -$200K -1,846 Closed
SC
394
Sierra Capital
Florida
– -$184K -1,701 Closed
LFA
395
LGT Financial Advisors
Texas
– -$161K -1,491 Closed
PFBT
396
Parkside Financial Bank & Trust
Missouri
– -$71K -656 Closed
JFGIW
397
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$29.3K -271 Closed
DWP
398
Destiny Wealth Partners
Florida
– -$18.2K -168 Closed
Bessemer Group
399
Bessemer Group
New Jersey
– -$17K -156 Closed
CS
400
Credit Suisse
Switzerland
– -$14K -129 Closed
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16
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