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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 %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$45.3M +$44.9M +414,620 +10,175%
SAF
27
Smith Anglin Financial
Texas
$43.6M +$43.6M +403,017 New
Osaic Holdings
28
Osaic Holdings
Arizona
$41.7M +$3.92M +36,196 +10%
RJA
29
Raymond James & Associates
Florida
$40.7M -$22.3M -206,155 -35%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$38.3M +$22.4M +206,681 +140%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$36M +$23M +212,308 +176%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$34.9M -$6.06M -55,935 -15%
PCIA
33
Prime Capital Investment Advisors
Kansas
$33.8M +$1.16M +10,750 +4%
MW
34
Marks Wealth
Maryland
$31.8M +$31.8M +294,006 New
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$30.1M +$30.1M +278,429 New
CIM
36
Confluence Investment Management
Missouri
$28.2M +$28.2M +260,573 New
TWC
37
TD Waterhouse Canada
Ontario, Canada
$27.7M +$506K +3,551 +2%
MML Investors Services
38
MML Investors Services
Massachusetts
$26.9M +$21.3M +196,758 +378%
TPCW
39
TD Private Client Wealth
New York
$25.6M +$9.04M +83,506 +55%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$25.3M +$4.68M +43,203 +23%
AF
41
Arrow Financial
New York
$25.2M +$12.1M +111,759 +92%
TCPWM
42
Traverso Chambers Private Wealth Management
California
$22.9M +$22.9M +211,855 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$21.5M -$11.3M -104,111 -34%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$21.2M -$12.6M -115,691 -37%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$18.4M +$14.4M +133,136 +361%
GI
46
Gradient Investments
Minnesota
$18.1M -$2.93M -27,107 -14%
PAS
47
Park Avenue Securities
New York
$17.8M +$15.2M +140,659 +597%
MAG
48
Members Advisory Group
New York
$17.2M +$715K +6,600 +4%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$16.9M +$3.11M +28,689 +22%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$16.6M +$4.32M +39,891 +35%
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