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iShares 10-20 Year Treasury Bond ETF

346 hedge funds and large institutions have $6.04B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 175 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-49
Holders Change %
-12.41%
% of All Funds
5.52%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
53
Increased
85
Reduced
175
Closed
97
Calls
$1.05M
Puts
$1.37M
Net Calls
-$315K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
51
Vestmark Advisory Solutions
Massachusetts
$10.4M -$1.43M -14,501 -12%
QS
52
Quantitative Strategies
California
$10.1M +$483K +4,903 +5%
TCA
53
Transcend Capital Advisors
New Jersey
$9.52M -$3.7M -37,525 -28%
AssetMark Inc
54
AssetMark Inc
California
$9.27M +$1.41M +14,346 +18%
HCM
55
Hengehold Capital Management
Ohio
$8.82M +$8.82M +89,589 New
BA
56
Bridge Advisory
California
$8.12M +$1.49M +15,113 +22%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$7.68M +$1.67M +16,953 +28%
RCI
58
RS Crum Inc
California
$7.65M +$260K +2,645 +4%
TF
59
Trek Financial
Arizona
$7.53M -$752K -7,640 -9%
KF
60
Krilogy Financial
Missouri
$7.09M -$2.27M -23,088 -24%
CT
61
Cambridge Trust
Massachusetts
$6.77M +$6.59M +66,925 +3,577%
API
62
Advisor Partners II
California
$6.73M +$5.16M +52,457 +329%
PAG
63
Private Advisor Group
New Jersey
$6.7M -$989K -10,045 -13%
AAS
64
Annex Advisory Services
Wisconsin
$6.54M -$75.2M -763,749 -92%
DWP
65
Daymark Wealth Partners
Ohio
$6.09M +$1.95M +19,847 +47%
RHP
66
Royal Harbor Partners
Texas
$5.94M +$5.94M +60,348 New
BG
67
Benedetti & Gucer
Georgia
$5.89M +$125K +1,267 +2%
CAN
68
Cetera Advisor Networks
California
$5.79M -$7.43M -75,505 -56%
SC
69
Scotia Capital
Ontario, Canada
$5.67M +$536K +5,445 +10%
AI
70
Atria Investments
North Carolina
$5.64M -$3.91M -39,725 -41%
CW
71
Connectus Wealth
Ohio
$5.36M -$224K -2,261 -4%
FGAM
72
Financial Gravity Asset Management
Texas
$5.36M +$4.83M +111,310 +909%
MML Investors Services
73
MML Investors Services
Massachusetts
$5.13M -$26.1M -265,040 -84%
GVAG
74
Great Valley Advisor Group
Delaware
$5M +$5M +50,731 New
HCA
75
Heck Capital Advisors
Wisconsin
$4.8M +$2.85M +28,905 +145%