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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

417 hedge funds and large institutions have $7.05B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+71
Holders Change %
+20.52%
% of All Funds
6.11%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.34%
New
130
Increased
146
Reduced
114
Closed
52
Calls
$11.1M
Puts
$2.84M
Net Calls
+$8.26M
Net Calls Change
+$8.58M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$197M
2
Wells Fargo
Wells Fargo
California
+$179M
3
JHU
Johns Hopkins University
Maryland
+$111M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
5
CCM
Coldstream Capital Management
Washington
+$79.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$280M
2
RBA
Richard Bernstein Advisors
New York
-$223M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
CWM
Congress Wealth Management
Massachusetts
-$107M
5
Jane Street
Jane Street
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
51
Connectus Wealth
Ohio
$15.9M +$10.1M +92,689 +171%
JBA
52
Johnson Bixby & Associates
Washington
$14.4M +$853K +7,882 +6%
SC
53
Syon Capital
California
$14.3M -$23.3M -215,516 -62%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$13.4M -$4M -36,978 -23%
NAS
55
Nicolet Advisory Services
Wisconsin
$13.3M +$13.3M +125,993 New
GIM
56
Goelzer Investment Management
Indiana
$12.8M +$12.6M +116,267 +5,390%
QS
57
Quantitative Strategies
California
$11.8M +$778K +7,187 +7%
HighTower Advisors
58
HighTower Advisors
Illinois
$11.5M +$7.39M +68,207 +182%
CFG
59
Compton Financial Group
Maryland
$11.3M +$11.3M +104,447 New
CAN
60
Cetera Advisor Networks
California
$11.1M +$4.77M +44,072 +75%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$10.9M +$2.42M +22,394 +29%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$10.6M -$3.74M -34,521 -26%
FFBTD
63
First Financial Bank - Trust Division
Ohio
$10.5M -$3.44M -31,813 -25%
HCM
64
Hengehold Capital Management
Ohio
$10M +$345K +3,184 +4%
VAS
65
Vestmark Advisory Solutions
Massachusetts
$10M -$1.45M -13,349 -13%
BPA
66
Beacon Pointe Advisors
California
$9.44M +$7.35M +67,933 +353%
CT
67
Columbia Trust
Oregon
$9.29M +$5.58M +51,502 +150%
TF
68
Trek Financial
Arizona
$8.97M +$700K +6,467 +8%
CT
69
Cambridge Trust
Massachusetts
$8.7M +$1.26M +11,611 +17%
CA
70
Cetera Advisors
Colorado
$8.27M -$18.6M -171,822 -69%
AssetMark Inc
71
AssetMark Inc
California
$8.01M -$2.17M -20,078 -21%
FLA
72
Financial Life Advisors
Texas
$7.87M +$7.87M +72,664 New
BG
73
Benedetti & Gucer
Georgia
$7.59M +$1.12M +10,320 +17%
AI
74
Atria Investments
North Carolina
$7.59M +$1.39M +12,857 +22%
EL
75
EWA LLC
Pennsylvania
$7.17M +$7.17M +67,464 New
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