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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 %
CWP
401
Concord Wealth Partners
Virginia
$3.79K – – –
AWM
402
Aspire Wealth Management
Massachusetts
$3.02K – – –
C
403
Covestor
United Kingdom
$3K -$414 -4 -12%
TAM
404
Tucker Asset Management
Colorado
$2.82K – – –
HNB
405
Huntington National Bank
Ohio
$2.38K -$13.7K – –
CP
406
Castleview Partners
Texas
$2.06K – – –
AT
407
Arlington Trust
Alabama
$1.73K – – –
AP
408
Arlington Partners
Alabama
$1.73K – – –
SC
409
SouthState Corp
Florida
$1.08K +$1.08K +10 New
CAL
410
Capital Analysts LLC
Pennsylvania
$1K -$800 -4 -44%
BWM
411
Baystate Wealth Management
Massachusetts
$887 – – –
PWMG
412
Prestige Wealth Management Group
New Jersey
$542 +$542 +5 New
TAM
413
Townsend Asset Management
North Carolina
$541 – – –
GEA
414
Glen Eagle Advisors
New Jersey
$541 – – –
AWM
415
AllSquare Wealth Management
New York
$325 – – –
ACA
416
Aptus Capital Advisors
Alabama
$217 – – –
FCA
417
FinTrust Capital Advisors
South Carolina
$109 -$327 -3 -75%
GWANC
418
Guardian Wealth Advisors (North Carolina)
North Carolina
$69 – – –
CWM
419
Congress Wealth Management
Massachusetts
– -$107M -1,083,154 Closed
Goldman Sachs
420
Goldman Sachs
New York
– -$41.4M -420,077 Closed
Corient Private Wealth
421
Corient Private Wealth
Florida
– -$43.5M -352,035 Closed
FTUS
422
Flow Traders U.S.
New York
– -$14.3M -145,228 Closed
BA
423
Bridge Advisory
California
– -$8.12M -82,483 Closed
LCC
424
Lincoln Capital Corp
Rhode Island
– -$3.31M -33,653 Closed
Susquehanna International Group
425
Susquehanna International Group
Pennsylvania
– -$2.17M -22,069 Closed
15 16
17
18 19