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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 %
SF
426
Synovus Financial
Georgia
– -$1.3M -13,234 Closed
WWA
427
WCG Wealth Advisors
Nevada
– -$1.18M -12,011 Closed
SPC
428
Sigma Planning Corp
Michigan
– -$1.17M -11,899 Closed
SFO
429
Stokes Family Office
Louisiana
– -$1.09M -11,030 Closed
WP
430
WealthSource Partners
California
– -$838K -8,506 Closed
Koshinski Asset Management
431
Koshinski Asset Management
Illinois
– -$788K -8,004 Closed
Renaissance Technologies
432
Renaissance Technologies
New York
– -$788K -8,000 Closed
PCA
433
Pallas Capital Advisors
Massachusetts
– -$662K -7,007 Closed
TGAM
434
TBH Global Asset Management
Tennessee
– -$648K -6,581 Closed
TSS
435
Two Sigma Securities
New York
– -$631K -6,407 Closed
HF
436
HRT Financial
New York
– -$576K -5,853 Closed
UB
437
UMB Bank
Missouri
– -$520K -5,285 Closed
QC
438
Quadrature Capital
United Kingdom
– -$491K -4,984 Closed
DZ Bank
439
DZ Bank
Germany
– -$450K -4,602 Closed
DE
440
Day & Ennis
Georgia
– -$345K -3,505 Closed
TLFA
441
True Link Financial Advisors
California
– -$337K -3,427 Closed
ICP
442
Interchange Capital Partners
Pennsylvania
– -$280K -3,321 Closed
PPW
443
Parcion Private Wealth
Washington
– -$320K -3,247 Closed
MW
444
Marcum Wealth
Ohio
– -$301K -3,055 Closed
GFA
445
Gallagher Fiduciary Advisors
Illinois
– -$274K -2,782 Closed
TRCT
446
Tower Research Capital (TRC)
New York
– -$256K -2,595 Closed
GSC
447
Ground Swell Capital
South Carolina
– -$237K -2,405 Closed
WC
448
Waterloo Capital
Texas
– -$212K -2,149 Closed
SG
449
StoneX Group
New York
– -$211K -2,145 Closed
DC
450
Davenport & Co
Virginia
– -$203K -2,062 Closed
15 16 17
18
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