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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

373 hedge funds and large institutions have $7.64B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+20
Holders Change %
+5.67%
% of All Funds
5.97%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.4%
New
71
Increased
160
Reduced
123
Closed
43
Calls
$664K
Puts
–
Net Calls
+$664K
Net Calls Change
+$610K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$522M
2
RBA
Richard Bernstein Advisors
New York
+$296M
3
Ameriprise
Ameriprise
Minnesota
+$195M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$32.5M
2
KF
Krilogy Financial
Missouri
-$32.4M
3
LPL Financial
LPL Financial
California
-$17.7M
4
PAS
Park Avenue Securities
New York
-$11.9M
5
CW
CreativeOne Wealth
Kansas
-$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$8.11M +$1.19M +10,381 +17%
MOS
52
MGO One Seven
Ohio
$7.97M +$7.97M +69,624 New
SAM
53
Synergy Asset Management
Washington
$7.92M +$7.92M +69,166 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$7.91M +$4.52M +39,440 +133%
TPCW
55
TD Private Client Wealth
New York
$7.87M +$7.87M +68,689 New
NA
56
NewEdge Advisors
Louisiana
$7.76M +$1.42M +12,432 +22%
BA
57
Bridge Advisory
California
$7.72M -$4.5M -39,268 -37%
AWS
58
Atria Wealth Solutions
New York
$7.62M -$58K -506 -0.8%
T
59
TCWP
Ohio
$7.61M +$3.58M +31,248 +89%
BTI
60
Blue Trust Inc
Georgia
$7.44M +$2.11M +19,533 +40%
VAS
61
Vestmark Advisory Solutions
Massachusetts
$6.88M +$1.92M +16,767 +39%
PR
62
Payden & Rygel
California
$6.35M -$3.06M -26,704 -33%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$6.05M +$3.84M +33,551 +174%
TI
64
Tidal Investments
Wisconsin
$6.03M +$1.1M +9,601 +22%
SC
65
Scotia Capital
Ontario, Canada
$5.93M +$1.16M +10,144 +24%
HGWM
66
Horst & Graben Wealth Management
Oregon
$5.87M -$1.96M -17,090 -25%
GF
67
Gries Financial
Ohio
$5.78M +$1.19M +10,386 +26%
OWA
68
One Wealth Advisors
California
$5.19M -$537K -4,688 -9%
HFA
69
High Falls Advisors
New York
$5.09M -$1.32M -11,486 -21%
LFASL
70
Lugano Financial Advisors SA (LFA)
Switzerland
$5.08M +$5.08M +44,333 New
BRWA
71
B. Riley Wealth Advisors
Florida
$5.07M +$805K +7,031 +19%
IUHSA
72
Itau Unibanco Holding S.A.
Brazil
$4.81M -$1.46M -12,705 -23%
AWM
73
AE Wealth Management
Kansas
$4.8M -$796K -6,953 -14%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$4.79M +$1.07M +9,343 +29%
BG
75
Benedetti & Gucer
Georgia
$4.72M +$3.04M +26,533 +181%
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