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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

373 hedge funds and large institutions have $7.64B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+20
Holders Change %
+5.67%
% of All Funds
5.97%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.4%
New
71
Increased
160
Reduced
123
Closed
43
Calls
$664K
Puts
–
Net Calls
+$664K
Net Calls Change
+$610K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$522M
2
RBA
Richard Bernstein Advisors
New York
+$296M
3
Ameriprise
Ameriprise
Minnesota
+$195M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$32.5M
2
KF
Krilogy Financial
Missouri
-$32.4M
3
LPL Financial
LPL Financial
California
-$17.7M
4
PAS
Park Avenue Securities
New York
-$11.9M
5
CW
CreativeOne Wealth
Kansas
-$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
76
Pettinga Financial Advisors
Indiana
$4.63M +$999K +8,719 +28%
SW
77
SteelPeak Wealth
California
$4.53M -$391K -3,418 -8%
RA
78
RFG Advisory
Alabama
$4.21M -$1.78M -15,524 -30%
GSEP
79
Golden State Equity Partners
California
$4.12M +$4.12M +36,006 New
SHJ
80
Sharkey, Howes & Javer
Colorado
$3.99M -$817K -7,133 -17%
BFG
81
Buttonwood Financial Group
Missouri
$3.96M +$50.3K +439 +1%
IWP
82
Icon Wealth Partners
Texas
$3.91M +$3.91M +34,175 New
SFS
83
Security Financial Services
Indiana
$3.91M +$229K +1,999 +6%
Prudential Financial
84
Prudential Financial
New Jersey
$3.89M -$840K -7,330 -18%
SHIM
85
Stone House Investment Management
Pennsylvania
$3.87M -$146K -1,272 -4%
CW
86
CreativeOne Wealth
Kansas
$3.83M -$9.92M -86,629 -72%
MA
87
Mutual Advisors
Nebraska
$3.82M +$2.93M +25,570 +328%
OPS
88
Orion Portfolio Solutions
Nebraska
$3.8M +$1.14M +9,924 +43%
BCI
89
Brinker Capital Investments
Pennsylvania
$3.8M +$3.12M +27,245 +461%
APW
90
Austin Private Wealth
Texas
$3.72M -$961K -8,392 -21%
MAG
91
Mayfair Advisory Group
Alabama
$3.36M +$1.59M +14,044 +90%
OAP
92
One Advisory Partners
Kansas
$3.3M -$942K -8,227 -22%
PP
93
Patron Partners
Texas
$3.28M +$1.05M +9,153 +47%
PCA
94
Prosperity Capital Advisors
Ohio
$3.26M +$1.99M +17,364 +156%
CS
95
Comerica Securities
Michigan
$3.25M -$753K -6,574 -19%
IWC
96
Integrated Wealth Concepts
Massachusetts
$3.25M +$461K +4,026 +17%
ASN
97
Advisory Services Network
Georgia
$3.2M +$1.32M +11,550 +70%
DA
98
Detalus Advisors
Missouri
$3.15M +$689K +6,016 +28%
PFG
99
PAX Financial Group
Texas
$3.12M -$224K -1,960 -7%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$3.12M +$564K +4,930 +22%
2 3
4
5 6