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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 %
BF
376
BOK Financial
Oklahoma
$13.6K +$13.6K +126 New
MFT
377
Moisand Fitzgerald Tamayo
Florida
$12.8K +$12.8K +118 New
FFA
378
Founders Financial Alliance
North Carolina
$12.7K +$108 +1 +0.9%
FFO
379
Fortitude Family Office
Arizona
$12.3K +$12.3K +114 New
TVAMP
380
Tennessee Valley Asset Management Partners
Tennessee
$11.9K +$11.9K +110 New
CSC
381
Caldwell Sutter Capital
California
$11.9K +$1.62K +15 +16%
EWA
382
EverSource Wealth Advisors
Alabama
$11.2K +$5.41K +50 +93%
TWM
383
Tradition Wealth Management
Minnesota
$11K -$8.33K -78 -43%
SIC
384
Salem Investment Counselors
North Carolina
$10.4K – – –
SA
385
Scarborough Advisors
Maryland
$10.3K +$10.3K +95 New
S
386
SignatureFD
Georgia
$9.32K -$8.99K -83 -49%
GIA
387
GHP Investment Advisors
Colorado
$8.77K +$8.77K +81 New
SSB
388
Sandy Spring Bank
Maryland
$8.45K – – –
Franklin Resources
389
Franklin Resources
California
$8.34K – – –
CFB
390
Cullen/Frost Bankers
Texas
$8.08K -$108 -1 -1%
T
391
Tidemark
California
$7.8K +$7.8K +72 New
SIS
392
Sound Income Strategies
Florida
$7.67K +$7.67K +71 New
NFSG
393
Newbridge Financial Services Group
Florida
$7.36K -$21.7K -200 -75%
NCM
394
Northwest Capital Management
Oregon
$6.71K – – –
IPW
395
Impact Partnership Wealth
Georgia
$6.6K +$6.6K +61 New
AA
396
Ancora Advisors
Ohio
$6.28K – – –
AC
397
AlphaCore Capital
California
$5.31K – – –
OSAM
398
O'Shaughnessy Asset Management
Connecticut
$5.2K +$5.2K +48 New
PFBT
399
Parkside Financial Bank & Trust
Missouri
$4.76K +$4.76K +44 New
CFS
400
CGC Financial Services
Oregon
$4.01K +$4.01K +37 New
14 15
16
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