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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

278 hedge funds and large institutions have $2B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+36
Holders Change %
+14.88%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
73
Increased
140
Reduced
38
Closed
32
Calls
$834K
Puts
–
Net Calls
+$834K
Net Calls Change
-$442K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$476M
2
LPL Financial
LPL Financial
California
$86.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$58.3M
4
BlackRock
BlackRock
New York
$115M
5
Bank of America
Bank of America
North Carolina
$239M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$968K
2
FTS
Fifth Third Securities
Ohio
$330K
3
ST
Spinnaker Trust
Maine
$0
4
GG
GenWealth Group
New Jersey
$0
5
WCM
Wealthcare Capital Management
Virginia
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
26
JB Capital
Connecticut
$9.7M +$9.21M +68,417 +1,868%
LPT
27
Legacy Private Trust
Wisconsin
$9.41M +$30.7K +228 +0.3%
CWM
28
CMH Wealth Management
New Hampshire
$6.92M +$6.92M +51,393 New
IUHSA
29
Itau Unibanco Holding S.A.
Brazil
$6.66M +$2.52M +18,754 +61%
WP
30
WealthSource Partners
California
$6.6M +$6.6M +49,055 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$6.6M +$4.78M +35,539 +263%
AI
32
Atria Investments
North Carolina
$5.73M +$4.17M +30,970 +267%
NA
33
NewEdge Advisors
Louisiana
$5.69M +$4.82M +35,777 +551%
SPIA
34
Steward Partners Investment Advisory
New York
$5.68M -$433K -3,215 -7%
CW
35
CreativeOne Wealth
Kansas
$5.43M +$5.43M +40,302 New
MSWMA
36
Market Street Wealth Management Advisors
Indiana
$5.12M +$5.12M +38,055 New
AWS
37
Atria Wealth Solutions
New York
$5.02M +$5.02M +37,310 New
SFO
38
Stokes Family Office
Louisiana
$4.88M +$4.88M +36,226 New
HFA
39
High Falls Advisors
New York
$4.85M +$4.11M +30,561 +559%
HGWM
40
Horst & Graben Wealth Management
Oregon
$4.72M +$1.77M +13,143 +60%
PWM
41
Pacific Wealth Management
California
$4.69M +$86.4K +642 +2%
KAS
42
Kestra Advisory Services
Texas
$4.62M +$2.73M +20,260 +144%
ACP
43
Aveo Capital Partners
Colorado
$4.33M +$138K +1,028 +3%
SHJ
44
Sharkey, Howes & Javer
Colorado
$4.16M +$3.85M +28,599 +1,240%
AG
45
Ascent Group
Virginia
$3.97M +$58.8K +437 +2%
AWM
46
AE Wealth Management
Kansas
$3.64M +$1.88M +13,979 +107%
IWP
47
Icon Wealth Partners
Texas
$3.48M +$2.81M +20,900 +424%
BA
48
Ballew Advisors
Mississippi
$3.24M +$1.61M +12,679 +99%
OWA
49
One Wealth Advisors
California
$2.96M +$1.03M +7,661 +53%
FCA
50
FLC Capital Advisors
California
$2.95M +$1.21M +9,015 +70%
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