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iShares 10-20 Year Treasury Bond ETF

395 hedge funds and large institutions have $7.83B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 202 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+22
Holders Change %
+5.9%
% of All Funds
6.23%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
64
Increased
202
Reduced
100
Closed
41
Calls
$443K
Puts
$687K
Net Calls
-$244K
Net Calls Change
-$908K
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$10.3M +$7.15M +64,550 +228%
AWS
52
Atria Wealth Solutions
New York
$9.79M +$2.42M +21,827 +33%
TF
53
Trek Financial
Arizona
$9.31M -$976K -8,815 -9%
TPCW
54
TD Private Client Wealth
New York
$9.17M +$1.56M +14,062 +20%
FIA
55
Foundations Investment Advisors
Arizona
$8.88M +$923K +8,334 +12%
AssetMark Inc
56
AssetMark Inc
California
$8.83M +$8.8M +79,462 +26,936%
AWM
57
AE Wealth Management
Kansas
$8.68M +$4.04M +36,443 +87%
PAG
58
Private Advisor Group
New Jersey
$8.5M +$791K +7,260 +10%
RCI
59
RS Crum Inc
California
$8.31M +$210K +1,900 +3%
NA
60
NewEdge Advisors
Louisiana
$8.02M +$518K +4,677 +7%
T
61
TCWP
Ohio
$7.79M +$428K +3,867 +6%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$7.59M +$7.59M +68,561 New
BA
63
Bridge Advisory
California
$7.46M -$1.11K -10 -0%
PR
64
Payden & Rygel
California
$6.96M +$825K +7,445 +13%
BWA
65
Beam Wealth Advisors
Louisiana
$6.91M +$4.35M +39,296 +170%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$6.77M +$2.14M +19,289 +46%
BG
67
Benedetti & Gucer
Georgia
$6.49M +$1.92M +17,361 +42%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$6.3M +$3.95M +35,938 +168%
CW
69
Connectus Wealth
Ohio
$6.27M +$4.98M +44,844 +388%
GF
70
Gries Financial
Ohio
$5.95M +$356K +3,214 +6%
SC
71
Scotia Capital
Ontario, Canada
$5.78M +$41K +370 +0.7%
CIAS
72
CFS Investment Advisory Services
New Jersey
$5.76M +$5.76M +51,950 New
HGWM
73
Horst & Graben Wealth Management
Oregon
$5.67M -$4.21K -38 -0.1%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$5.63M -$225K -2,027 -4%
FCAM
75
First Citizens Asset Management
North Carolina
$5.52M -$5.82M -52,521 -51%