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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

436 hedge funds and large institutions have $6.65B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 165 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+30
Holders Change %
+7.39%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
81
Increased
165
Reduced
153
Closed
46
Calls
$2.82M
Puts
$1.86M
Net Calls
+$965K
Net Calls Change
-$5.35M

Top Buyers

1
SW
Simplicity Wealth
New Jersey
$30.7M
2
Bank of America
Bank of America
North Carolina
$1.12B
3
LPL Financial
LPL Financial
California
$176M
4
MW
Marks Wealth
Maryland
$13.8M
5
AFA
AllGen Financial Advisors
Florida
$13.7M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$3.87M
2
SFA
Sequoia Financial Advisors
Ohio
$4.18M
3
BlackRock
BlackRock
New York
$10.2M
4
PCIA
Prime Capital Investment Advisors
Kansas
$2.56M
5
Ameriprise
Ameriprise
Minnesota
$328M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$16.7M -$2.87M -27,982 -15%
GIM
52
Goelzer Investment Management
Indiana
$16.6M +$459K +4,466 +3%
SPIA
53
Steward Partners Investment Advisory
New York
$16.4M +$7.18M +69,933 +78%
NAS
54
Nicolet Advisory Services
Wisconsin
$14.7M +$853K +8,252 +6%
PFP
55
Pinnacle Financial Partners
Tennessee
$14.3M -$4.31M -41,952 -23%
MW
56
Marks Wealth
Maryland
$13.8M +$13.8M +134,411 New
AFA
57
AllGen Financial Advisors
Florida
$13.7M +$13.7M +133,765 New
FFBTD
58
First Financial Bank - Trust Division
Ohio
$13.3M -$521K -5,075 -4%
QS
59
Quantitative Strategies
California
$12M +$392K +3,818 +3%
UB
60
Umpqua Bank
Oregon
$11.6M +$1.86M +18,088 +19%
HighTower Advisors
61
HighTower Advisors
Illinois
$11.3M -$1.06M -10,294 -9%
FLA
62
Financial Life Advisors
Texas
$10.3M +$862K +8,397 +9%
BlackRock
63
BlackRock
New York
$10.2M -$47.1M -458,316 -82%
SC
64
Syon Capital
California
$9.81M +$1.12M +10,898 +13%
HCM
65
Hengehold Capital Management
Ohio
$9.49M -$128K -1,251 -1%
CFG
66
Carr Financial Group
Massachusetts
$9.48M +$9.48M +92,315 New
BPA
67
Beacon Pointe Advisors
California
$9.47M +$195K +1,903 +2%
AI
68
Arvest Investments
Arkansas
$9.44M +$1.67M +16,242 +21%
GF
69
GGM Financials
Ohio
$9.16M +$9.16M +89,186 New
DWP
70
Daymark Wealth Partners
Ohio
$9.01M -$1.22M -11,900 -12%
HPG
71
Harvest Portfolios Group
Ontario, Canada
$9M -$613K -5,968 -6%
CCM
72
Coldstream Capital Management
Washington
$8.57M -$858K -8,359 -9%
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
$8.48M +$8.48M +82,269 New
HCA
74
Heck Capital Advisors
Wisconsin
$8.13M +$6.5M +63,255 +397%
CIM
75
Confluence Investment Management
Missouri
$8.06M -$87.5K -852 -1%
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