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iShares 10-20 Year Treasury Bond ETF

406 hedge funds and large institutions have $7.1B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-11
Holders Change %
-2.64%
% of All Funds
5.89%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.3%
New
55
Increased
188
Reduced
124
Closed
55
Calls
$10.6M
Puts
$4.28M
Net Calls
+$6.31M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$17.7M +$1.28M +12,184 +8%
JBA
52
Johnson Bixby & Associates
Washington
$17.2M +$3.24M +30,842 +23%
MAG
53
Members Advisory Group
New York
$16.8M +$108K +1,030 +0.6%
GIM
54
Goelzer Investment Management
Indiana
$16.5M +$4.04M +38,486 +32%
RCG
55
Regatta Capital Group
California
$16.2M +$9.54M +90,829 +144%
US Bancorp
56
US Bancorp
Minnesota
$15M +$14.9M +141,652 +16,452%
FFBTD
57
First Financial Bank - Trust Division
Ohio
$14.1M +$3.94M +37,505 +39%
NAS
58
Nicolet Advisory Services
Wisconsin
$13.8M +$846K +8,230 +7%
HighTower Advisors
59
HighTower Advisors
Illinois
$12.6M +$1.51M +14,419 +14%
QS
60
Quantitative Strategies
California
$11.9M +$401K +3,822 +3%
DWP
61
Daymark Wealth Partners
Ohio
$10.5M +$4.57M +43,488 +77%
UB
62
Umpqua Bank
Oregon
$9.96M +$9.96M +94,856 New
CA
63
Cetera Advisors
Colorado
$9.85M +$1.83M +17,393 +23%
HCM
64
Hengehold Capital Management
Ohio
$9.84M +$97.8K +931 +1%
HPG
65
Harvest Portfolios Group
Ontario, Canada
$9.83M +$4.19M +39,881 +74%
FLA
66
Financial Life Advisors
Texas
$9.68M +$2.05M +19,471 +27%
CCM
67
Coldstream Capital Management
Washington
$9.64M -$67.3M -641,059 -87%
BPA
68
Beacon Pointe Advisors
California
$9.48M +$325K +3,096 +4%
SPIA
69
Steward Partners Investment Advisory
New York
$9.46M +$3.98M +37,880 +73%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$9.12M -$1.14M -10,862 -11%
SC
71
Syon Capital
California
$8.89M -$5.02M -47,769 -36%
CT
72
Cambridge Trust
Massachusetts
$8.4M -$48.6K -463 -0.6%
CIM
73
Confluence Investment Management
Missouri
$8.33M -$19M -181,244 -70%
BG
74
Benedetti & Gucer
Georgia
$8.07M +$704K +6,706 +10%
TI
75
Tidal Investments
Wisconsin
$8.04M +$8.04M +76,526 New