TLH icon

iShares 10-20 Year Treasury Bond ETF

406 hedge funds and large institutions have $7.1B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-11
Holders Change %
-2.64%
% of All Funds
5.88%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.3%
New
55
Increased
188
Reduced
124
Closed
55
Calls
$10.6M
Puts
$4.28M
Net Calls
+$6.31M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$49.4M +$33.3M +317,064 +206%
SAF
27
Smith Anglin Financial
Texas
$47.1M +$4.75M +45,192 +11%
Stifel Financial
28
Stifel Financial
Missouri
$45M -$59.9M -570,447 -57%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$40.1M +$6.19M +58,969 +18%
RJA
30
Raymond James & Associates
Florida
$38.3M -$1.27M -12,126 -3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$37.7M +$491K +4,676 +1%
PCIA
32
Prime Capital Investment Advisors
Kansas
$37.3M +$4.45M +42,353 +14%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$34.1M +$9.54M +90,870 +39%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$31.9M -$3.08M -29,353 -9%
MML Investors Services
35
MML Investors Services
Massachusetts
$30.3M +$4.19M +39,915 +16%
TWC
36
TD Waterhouse Canada
Ontario, Canada
$28.6M +$1.5M +10,785 +6%
TPCW
37
TD Private Client Wealth
New York
$28.6M +$3.76M +35,771 +15%
Osaic Holdings
38
Osaic Holdings
Arizona
$28.3M -$12.1M -115,364 -30%
Financial Engines Advisors
39
Financial Engines Advisors
California
$26.3M +$26.3M +249,985 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$25.7M +$4.78M +45,468 +23%
CAN
41
Cetera Advisor Networks
California
$24.7M +$13.9M +132,627 +129%
AF
42
Arrow Financial
New York
$24.2M -$272K -2,591 -1%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$22.6M +$12.1M +115,040 +115%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$20M +$7.02M +66,878 +54%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$19.9M +$2.04M +19,454 +11%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$19.4M +$9.69M +92,263 +100%
PAG
47
Private Advisor Group
New Jersey
$19.3M +$13.4M +127,602 +228%
PFP
48
Pinnacle Financial Partners
Tennessee
$19M +$19M +180,812 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$18.5M -$1.94M -18,495 -10%
PAS
50
Park Avenue Securities
New York
$18.4M +$1.11M +10,602 +6%