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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 %
GWANC
376
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.39K – – –
C
377
Covestor
United Kingdom
$3K -$414 -4 -12%
CA
378
Centerpoint Advisors
Massachusetts
$3K – – –
AIC
379
Archer Investment Corporation
Indiana
$2.55K +$2.55K +23 New
HNB
380
Huntington National Bank
Ohio
$2.44K -$9.74K – –
CT
381
Clearstead Trust
Maine
$2.44K – – –
KA
382
Kozak & Associates
Colorado
$2.42K +$2.42K +22 New
TWP
383
TFO Wealth Partners
Ohio
$2.11K – – –
CP
384
Castleview Partners
Texas
$2.11K – – –
AP
385
Arlington Partners
Alabama
$1.77K – – –
NL
386
NVWM LLC
Pennsylvania
$1.44K +$1.44K +13 New
FGAM
387
Financial Gravity Asset Management
Texas
$1.36K +$62 +563 +5%
PP
388
PrairieView Partners
Minnesota
$1K +$1K +17 New
IF
389
Integrity Financial
Wyoming
$997 – – –
HCM
390
Hollencrest Capital Management
California
$997 +$997 +9 New
NC
391
NewSquare Capital
Pennsylvania
$665 +$665 +6 New
TAM
392
Townsend Asset Management
North Carolina
$554 – – –
GEA
393
Glen Eagle Advisors
New Jersey
$554 +$554 +5 New
AWM
394
AllSquare Wealth Management
New York
$331 – – –
RFG
395
RFP Financial Group
Georgia
$113 +$113 +1 New
MHR
396
Matthew Hamilton Rosenberg
$111 – – –
BHWM
397
Beaird Harris Wealth Management
Texas
$37 -$946 -8 Closed
CIM
398
Confluence Investment Management
Missouri
– -$11.2M -97,710 Closed
SAM
399
Synergy Asset Management
Washington
– -$7.92M -69,166 Closed
TI
400
Tidal Investments
Wisconsin
– -$6.03M -52,767 Closed
14 15
16
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