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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

479 hedge funds and large institutions have $6.38B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 184 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
6.38%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.19%
New
78
Increased
184
Reduced
170
Closed
58
Calls
$4.98M
Puts
$3.58M
Net Calls
+$1.39M
Net Calls Change
+$17K

Top Buyers

1
DFG
Demars Financial Group
Washington
+$70.1M
2
Jane Street
Jane Street
New York
+$53.1M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$46.9M
4
LPL Financial
LPL Financial
California
+$38.8M
5
FFM
Forum Financial Management
Illinois
+$37.9M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
-$131M
2
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$119M
3
SEIA
Signature Estate & Investment Advisors
California
-$72.8M
4
FWP
FAS Wealth Partners
Kansas
-$69.5M
5
Bank of America
Bank of America
North Carolina
-$67.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$40.3M -$4.56M -45,847 -10%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$39.9M +$2.31M +23,223 +6%
MML Investors Services
28
MML Investors Services
Massachusetts
$37.7M +$4.04M +40,567 +12%
Goldman Sachs
29
Goldman Sachs
New York
$36.6M +$26.5M +265,944 +260%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$32.3M +$14.4M +144,316 +80%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$30.7M +$1.17M +11,786 +4%
MCM
32
MAI Capital Management
Ohio
$30.3M +$30.3M +304,010 New
VAS
33
Vestmark Advisory Solutions
Massachusetts
$29.4M +$7.04M +70,688 +31%
Osaic Holdings
34
Osaic Holdings
Arizona
$28.7M -$6.42M -64,482 -18%
DWM
35
Dynasty Wealth Management
Florida
$26.9M +$17M +170,874 +171%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$25.6M +$995K +9,992 +4%
SA
37
Sanctuary Advisors
Indiana
$24.7M -$1.49M -14,851 -6%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$23.2M -$1.92M -19,318 -8%
G
39
GenTrust
Florida
$22.5M +$22.5M +226,527 New
JBA
40
Johnson Bixby & Associates
Washington
$21.8M +$521K +5,235 +2%
CM
41
Castleark Management
Illinois
$21.5M +$21.5M +215,592 New
SWP
42
Sagespring Wealth Partners
Tennessee
$21M +$21M +210,686 New
BGWM
43
Bridge Generations Wealth Management
Florida
$20.9M +$20.9M +210,198 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$20.9M -$2.43M -24,380 -10%
SPIA
45
Steward Partners Investment Advisory
New York
$20.6M +$3.33M +33,472 +19%
PAS
46
Park Avenue Securities
New York
$20.4M +$2.22M +22,335 +12%
HCM
47
Hengehold Capital Management
Ohio
$19M +$870K +8,743 +5%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$18.8M +$230K +2,315 +1%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$18M +$39.1K +393 +0.2%
HighTower Advisors
50
HighTower Advisors
Illinois
$17.6M +$4.22M +42,365 +31%
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