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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

395 hedge funds and large institutions have $7.83B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 202 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+22
Holders Change %
+5.9%
% of All Funds
6.23%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
64
Increased
202
Reduced
100
Closed
41
Calls
$443K
Puts
$687K
Net Calls
-$244K
Net Calls Change
-$908K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.79B
2
Ameriprise
Ameriprise
Minnesota
$618M
3
Truist Financial
Truist Financial
North Carolina
$206M
4
PFO
Pathstone Family Office
New Jersey
$34.9M
5
FFM
Forum Financial Management
Illinois
$664M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
$94.8M
2
Jane Street
Jane Street
New York
$3.58M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$974M
4
CIM
Confluence Investment Management
Missouri
$0
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$35.1M +$5.9M +53,297 +20%
PFO
27
Pathstone Family Office
New Jersey
$34.9M +$34.9M +315,760 New
CA
28
Cetera Advisors
Colorado
$34.2M +$2.41M +21,746 +8%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$31.8M +$4.87M +43,995 +18%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$30.9M +$116K +1,045 +0.4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$30.2M +$8.87M +80,100 +42%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$25.2M +$6.07M +54,762 +32%
TWC
33
TD Waterhouse Canada
Ontario, Canada
$25M +$1.37M +9,390 +6%
FFBTD
34
First Financial Bank - Trust Division
Ohio
$24.4M +$70.5K +636 +0.3%
GI
35
Gradient Investments
Minnesota
$20.9M +$20.9M +188,268 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$20.7M +$3.64M +32,710 +21%
MSWMA
37
Market Street Wealth Management Advisors
Indiana
$19M +$745K +6,723 +4%
ACM
38
Avalon Capital Management
California
$18.1M -$998K -9,009 -5%
MAG
39
Members Advisory Group
New York
$16.4M +$199K +1,801 +1%
CAN
40
Cetera Advisor Networks
California
$14.9M +$1.19M +10,705 +9%
TCA
41
Transcend Capital Advisors
New Jersey
$14.9M +$21.3K +192 +0.1%
WP
42
WealthSource Partners
California
$13.5M -$385K -3,476 -3%
VAS
43
Vestmark Advisory Solutions
Massachusetts
$13.3M +$6.66M +60,099 +100%
JC
44
JB Capital
Connecticut
$11.7M +$370K +3,336 +3%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$11.5M +$3.8M +34,331 +50%
KFS
46
Kelly Financial Services
Massachusetts
$11.1M +$1.03M +9,314 +10%
QS
47
Quantitative Strategies
California
$10.8M +$10.8M +97,336 New
AI
48
Atria Investments
North Carolina
$10.7M +$951K +8,584 +10%
MPW
49
MA Private Wealth
California
$10.7M -$28.1K -254 -0.3%
KF
50
Krilogy Financial
Missouri
$10.5M -$507K -4,574 -5%
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