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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

436 hedge funds and large institutions have $6.65B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 165 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+30
Holders Change %
+7.39%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
81
Increased
165
Reduced
153
Closed
46
Calls
$2.82M
Puts
$1.86M
Net Calls
+$965K
Net Calls Change
-$5.35M

Top Buyers

1
SW
Simplicity Wealth
New Jersey
$30.7M
2
Bank of America
Bank of America
North Carolina
$1.12B
3
LPL Financial
LPL Financial
California
$176M
4
MW
Marks Wealth
Maryland
$13.8M
5
AFA
AllGen Financial Advisors
Florida
$13.7M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$3.87M
2
SFA
Sequoia Financial Advisors
Ohio
$4.18M
3
BlackRock
BlackRock
New York
$10.2M
4
PCIA
Prime Capital Investment Advisors
Kansas
$2.56M
5
Ameriprise
Ameriprise
Minnesota
$328M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$38.7M -$473K -4,605 -1%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$38M -$27.8M -270,896 -42%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$36.2M +$2.86M +27,895 +9%
MML Investors Services
29
MML Investors Services
Massachusetts
$33.8M +$4.13M +40,177 +14%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$32.5M -$4.39M -42,717 -12%
TPCW
31
TD Private Client Wealth
New York
$32M +$4.04M +39,334 +14%
SW
32
Simplicity Wealth
New Jersey
$30.7M +$30.2M +293,832 +5,323%
Osaic Holdings
33
Osaic Holdings
Arizona
$28.4M +$658K +6,402 +2%
SA
34
Sanctuary Advisors
Indiana
$27.4M +$27.4M +276,579 New
TWC
35
TD Waterhouse Canada
Ontario, Canada
$25.1M +$4.31M +42,556 +21%
AF
36
Arrow Financial
New York
$24.1M +$501K +4,877 +2%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$23.9M +$4.41M +42,986 +23%
Financial Engines Advisors
38
Financial Engines Advisors
California
$22.3M -$3.38M -32,875 -13%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$21.5M -$9.63M -93,727 -31%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$20.1M +$11.2M +109,090 +126%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$19.5M -$5.54M -53,944 -22%
PAS
42
Park Avenue Securities
New York
$19.2M +$1.22M +11,843 +7%
PAG
43
Private Advisor Group
New Jersey
$18.7M -$190K -1,848 -1%
US Bancorp
44
US Bancorp
Minnesota
$18M +$3.34M +32,556 +23%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$17.9M -$4.27M -41,566 -19%
JBA
46
Johnson Bixby & Associates
Washington
$17.8M +$1.01M +9,802 +6%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$17.7M -$1.25M -12,162 -7%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$17.6M +$251K +2,446 +1%
MAG
49
Members Advisory Group
New York
$16.9M +$403K +3,923 +2%
RCG
50
Regatta Capital Group
California
$16.8M +$976K +9,503 +6%
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