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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

476 hedge funds and large institutions have $6.76B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+40
Holders Change %
+9.17%
% of All Funds
6.88%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
82
Increased
204
Reduced
150
Closed
38
Calls
$3.19M
Puts
$1.82M
Net Calls
+$1.38M
Net Calls Change
+$412K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$95.2M
2
SEIA
Signature Estate & Investment Advisors
California
+$84.7M
3
AssetMark Inc
AssetMark Inc
California
+$72.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26.9M
5
FFM
Forum Financial Management
Illinois
+$23.8M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$198M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$159M
3
RBA
Richard Bernstein Advisors
New York
-$132M
4
Bank of America
Bank of America
North Carolina
-$128M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
AllSquare Wealth Management
New York
$328 – – –
FCA
477
FinTrust Capital Advisors
South Carolina
$110 – – –
CFB
478
Cullen/Frost Bankers
Texas
$18 -$17 – –
Janney Montgomery Scott
479
Janney Montgomery Scott
Pennsylvania
– -$38.7M -376,846 Closed
MSAM
480
Moloney Securities Asset Management
Missouri
– -$2.09M -20,302 Closed
EIA
481
Eldridge Investment Advisors
New Hampshire
– -$1.9M -18,500 Closed
OWMIAS
482
One Wealth Management Investment & Advisory Services
Florida
– -$1.53M -14,918 Closed
MBTD
483
Mechanics Bank - Trust Department
California
– -$1.03M -10,000 Closed
CF
484
Centaurus Financial
California
– -$892K -8,684 Closed
MPW
485
MA Private Wealth
California
– -$685K -6,666 Closed
IWM
486
Iams Wealth Management
Nebraska
– -$616K -6,000 Closed
WF
487
Wayfinding Financial
Washington
– -$594K -5,787 Closed
EWA
488
EP Wealth Advisors
California
– -$441K -4,295 Closed
MFG
489
Merit Financial Group
Georgia
– -$393K -3,827 Closed
IA
490
IFG Advisory
Georgia
– -$369K -3,595 Closed
Fisher Asset Management
491
Fisher Asset Management
Washington
– -$310K -3,019 Closed
M&T Bank
492
M&T Bank
New York
– -$291K -2,829 Closed
ACM
493
Avalon Capital Management
California
– -$278K -2,711 Closed
OPWM
494
Oxinas Partners Wealth Management
Indiana
– -$242K -2,361 Closed
SI
495
Stephens Inc
Arkansas
– -$241K -2,347 Closed
SCM
496
Spreng Capital Management
Ohio
– -$221K -2,107 Closed
LA
497
Lifeworks Advisors
Michigan
– -$201K -1,954 Closed
OWA
498
Opal Wealth Advisors
New York
– -$193K -1,875 Closed
PR
499
Payden & Rygel
California
– -$60K -586 Closed
GI
500
Gradient Investments
Minnesota
– -$37.5K -365 Closed
17 18 19
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