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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 %
SAS
451
Stelac Advisory Services
New York
– -$143K -1,451 Closed
NIC
452
Northwest Investment Counselors
Oregon
– -$138K -1,404 Closed
WWM
453
Wolff Wiese Magana
California
– -$55.5K -564 Closed
HWA
454
HHM Wealth Advisors
Tennessee
– -$42.4K -431 Closed
PMFA
455
Plante Moran Financial Advisors
Michigan
– -$32K -325 Closed
BA
456
Ballast Advisors
Minnesota
– -$16.2K -165 Closed
Legacy Financial Group (Iowa)
457
Legacy Financial Group (Iowa)
Iowa
– -$11.9K -121 Closed
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$9.85K -100 Closed
PB
459
Pinnacle Bancorp
Nebraska
– -$8.67K -88 Closed
ADL
460
Asset Dedication LLC
California
– -$8K -83 Closed
BCMLT
461
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$7.09K -64 Closed
RIA
462
Realta Investment Advisors
Delaware
– -$6.43K -58 Closed
CA
463
Centerpoint Advisors
Massachusetts
– -$2K -25 Closed
AIC
464
Archer Investment Corporation
Indiana
– -$2.27K -23 Closed
CT
465
Clearstead Trust
Maine
– -$2.17K -22 Closed
CA
466
Clearstead Advisors
Ohio
– -$2.17K -22 Closed
TWP
467
TFO Wealth Partners
Ohio
– -$2.11K -19 Closed
VAG
468
VisionPoint Advisory Group
Texas
– -$1.77K -18 Closed
IF
469
Integrity Financial
Wyoming
– -$886 -9 Closed
MHR
470
Matthew Hamilton Rosenberg
– -$98 -1 Closed
15 16 17 18
19