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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

278 hedge funds and large institutions have $2B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+36
Holders Change %
+14.88%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
73
Increased
140
Reduced
38
Closed
32
Calls
$834K
Puts
–
Net Calls
+$834K
Net Calls Change
-$442K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$476M
2
LPL Financial
LPL Financial
California
$86.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$58.3M
4
BlackRock
BlackRock
New York
$115M
5
Bank of America
Bank of America
North Carolina
$239M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$968K
2
FTS
Fifth Third Securities
Ohio
$330K
3
ST
Spinnaker Trust
Maine
$0
4
GG
GenWealth Group
New Jersey
$0
5
WCM
Wealthcare Capital Management
Virginia
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
51
Trek Financial
Arizona
$2.93M +$1.8M +13,382 +159%
SW
52
SteelPeak Wealth
California
$2.93M +$2.54M +18,885 +658%
PFG
53
PAX Financial Group
Texas
$2.91M +$2.33M +17,304 +402%
KFS
54
Kelly Financial Services
Massachusetts
$2.91M +$2.9M +21,520 +29,889%
SHIM
55
Stone House Investment Management
Pennsylvania
$2.79M +$2.25M +16,716 +415%
WWG
56
West Wealth Group
California
$2.76M -$315K -2,343 -10%
BRWA
57
B. Riley Wealth Advisors
Florida
$2.7M +$2.27M +16,834 +517%
ASN
58
Advisory Services Network
Georgia
$2.66M +$1.3M +9,634 +95%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$2.58M +$1.11M +8,273 +76%
OAP
60
One Advisory Partners
Kansas
$2.53M +$2.1M +15,573 +479%
Prudential Financial
61
Prudential Financial
New Jersey
$2.49M +$2.04M +15,182 +454%
Truist Financial
62
Truist Financial
North Carolina
$2.43M +$494K +3,670 +26%
CS
63
Comerica Securities
Michigan
$2.43M +$2.18M +16,183 +877%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$2.37M +$2.37M +16,886 New
CAN
65
Cetera Advisor Networks
California
$2.32M +$1.89M +14,052 +440%
T
66
TCWP
Ohio
$2.31M +$690K +5,127 +43%
PFA
67
Pettinga Financial Advisors
Indiana
$2.28M +$2.28M +16,901 New
FTUS
68
Flow Traders U.S.
New York
$2.27M -$490K -3,638 -18%
CFGS
69
Concourse Financial Group Securities
Alabama
$2.2M +$1.91M +14,191 +656%
HPC
70
Hobart Private Capital
North Carolina
$2.17M +$1.62M +12,021 +291%
TCA
71
Transcend Capital Advisors
New Jersey
$2.13M +$140K +1,037 +7%
SFS
72
Security Financial Services
Indiana
$2.08M +$1.06M +7,901 +104%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$2.08M +$1.27M +9,453 +157%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$2.02M -$28.1K -209 -1%
CCFM
75
Clear Creek Financial Management
Washington
$2.01M +$360K +2,675 +22%
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