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iShares 10-20 Year Treasury Bond ETF

346 hedge funds and large institutions have $6.04B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 175 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-49
Holders Change %
-12.41%
% of All Funds
5.52%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
53
Increased
85
Reduced
175
Closed
97
Calls
$1.05M
Puts
$1.37M
Net Calls
-$315K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Shares
Change %
SW
401
Simplicity Wealth
New Jersey
-$383K -3,462 Closed
SS
402
Simplicity Solutions
Minnesota
-$383K -3,462 Closed
CWM
403
Certus Wealth Management
California
-$369K -3,330 Closed
BWP
404
Balboa Wealth Partners
Arizona
-$369K -3,328 Closed
APW
405
Aurora Private Wealth
New Jersey
-$349K -3,149 Closed
NL
406
NWAM LLC
Washington
-$330K -2,979 Closed
CAM
407
Concorde Asset Management
Michigan
-$313K -2,826 Closed
UCFA
408
United Capital Financial Advisors
Texas
-$305K -2,751 Closed
AA
409
Advisory Alpha
Michigan
-$294K -2,650 Closed
LNWWM
410
Laird Norton Wetherby Wealth Management
California
-$284K -2,560 Closed
AWA
411
Arete Wealth Advisors
Illinois
-$281K -2,536 Closed
CA
412
CoreCap Advisors
Michigan
-$264K -2,384 Closed
SPI
413
Sutton Place Investors
New York
-$264K -2,384 Closed
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
-$254K -2,290 Closed
WTC
415
WhitTier Trust Company
Nevada
-$252K -2,272 Closed
FHC
416
First Heartland Consultants
Missouri
-$248K -2,237 Closed
AI
417
Arrien Investments
Idaho
-$247K -2,234 Closed
TWP
418
Tempus Wealth Planning
California
-$243K -2,198 Closed
ACM
419
Absolute Capital Management
Pennsylvania
-$237K -2,139 Closed
VPP
420
Vertex Planning Partners
Illinois
-$234K -2,112 Closed
WDC
421
Woodward Diversified Capital
California
-$230K -2,074 Closed
PPC
422
Park Place Capital
Alabama
-$225K -2,033 Closed
ACM
423
AlphaStar Capital Management
North Carolina
-$215K -1,940 Closed
RFG
424
Range Financial Group
Oregon
-$214K -1,934 Closed
AL
425
ADE LLC
Maryland
-$212K -1,914 Closed