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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

203 hedge funds and large institutions have $1.04B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+79
Holders Change %
+63.71%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
97
Increased
57
Reduced
23
Closed
15
Calls
$250K
Puts
$49.3M
Net Calls
-$49.1M
Net Calls Change
-$54.9M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$169M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$101M
3
Osaic Holdings
Osaic Holdings
Arizona
$23.4M
4
BlackRock
BlackRock
New York
$57.8M
5
LPL Financial
LPL Financial
California
$27.3M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$16.2M
2
Citadel Advisors
Citadel Advisors
Florida
$3.64M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$0
4
CA
Cambridge Associates
Massachusetts
$0
5
KP
Keel Point
Alabama
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTA
51
Financial & Tax Architects
Missouri
$1.71M +$1.71M +11,658 New
CAG
52
Csenge Advisory Group
Florida
$1.64M +$1.64M +11,099 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.59M +$321K +2,183 +25%
VFM
54
Vivid Financial Management
California
$1.56M +$1.56M +10,584 New
OWA
55
One Wealth Advisors
California
$1.55M +$1.55M +10,553 New
CCFM
56
Clear Creek Financial Management
Washington
$1.47M +$1.47M +10,014 New
APW
57
Austin Private Wealth
Texas
$1.46M +$1.46M +9,911 New
ASN
58
Advisory Services Network
Georgia
$1.36M +$782K +5,317 +134%
WCM
59
Wealthcare Capital Management
Virginia
$1.16M – – –
T
60
TNF
Montana
$1.15M +$1.15M +7,634 New
PAG
61
Private Advisor Group
New Jersey
$1.11M +$756K +5,136 +211%
CWA
62
Clearview Wealth Advisors
Oregon
$1.11M +$1.11M +7,563 New
KeyBank National Association
63
KeyBank National Association
Ohio
$1.06M -$4.27K -29 -0.4%
NA
64
NewEdge Advisors
Louisiana
$1.02M +$1.02M +6,942 New
KP
65
Keel Point
Alabama
$1M -$4.09M -27,791 -80%
SPAS
66
Spectrum Planning & Advisory Services
California
$988K +$988K +6,720 New
NAG
67
Northstar Advisory Group
New Jersey
$988K +$988K +6,720 New
VC
68
Vicus Capital
Pennsylvania
$957K +$454K +3,087 +90%
LNC
69
Lincoln National Corp
Pennsylvania
$923K +$923K +6,277 New
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$890K +$890K +6,052 New
C1AG
71
Client 1st Advisory Group
Florida
$857K +$857K +5,826 New
SWA
72
Stratos Wealth Advisors
Ohio
$848K +$848K +5,765 New
VWM
73
Venturi Wealth Management
Texas
$773K +$197K +1,339 +34%
UCFA
74
United Capital Financial Advisors
Texas
$768K -$5.88K -40 -0.8%
HFA
75
High Falls Advisors
New York
$752K +$752K +5,110 New
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