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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

395 hedge funds and large institutions have $7.83B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 202 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+22
Holders Change %
+5.9%
% of All Funds
6.23%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
64
Increased
202
Reduced
100
Closed
41
Calls
$443K
Puts
$687K
Net Calls
-$244K
Net Calls Change
-$908K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.79B
2
Ameriprise
Ameriprise
Minnesota
$618M
3
Truist Financial
Truist Financial
North Carolina
$206M
4
PFO
Pathstone Family Office
New Jersey
$34.9M
5
FFM
Forum Financial Management
Illinois
$664M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
$94.8M
2
Jane Street
Jane Street
New York
$3.58M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$974M
4
CIM
Confluence Investment Management
Missouri
$0
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$5.3M +$4.16M +37,554 +364%
CW
77
CreativeOne Wealth
Kansas
$5.26M +$1.55M +14,006 +42%
OWA
78
One Wealth Advisors
California
$5.1M +$76.3K +689 +2%
LFASL
79
Lugano Financial Advisors SA (LFA)
Switzerland
$5.07M +$163K +1,476 +3%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$5.07M +$5.07M +45,744 New
HFA
81
High Falls Advisors
New York
$5.07M +$147K +1,328 +3%
SFS
82
Security Financial Services
Indiana
$4.92M +$1.13M +10,205 +30%
BTI
83
Blue Trust Inc
Georgia
$4.76M -$3.11M -27,151 -39%
IUHSA
84
Itau Unibanco Holding S.A.
Brazil
$4.66M – – –
DWP
85
Daymark Wealth Partners
Ohio
$4.65M +$4.65M +42,001 New
IWP
86
Icon Wealth Partners
Texas
$4.49M +$704K +6,355 +19%
PFA
87
Pettinga Financial Advisors
Indiana
$4.47M -$1.22K -11 -0%
SW
88
SteelPeak Wealth
California
$4.42M +$36.3K +328 +0.8%
CSPAM
89
Cary Street Partners Asset Management
Virginia
$4.37M +$4.37M +39,496 New
CA
90
Cresta Advisors
Texas
$4.26M +$4.26M +38,473 New
SHJ
91
Sharkey, Howes & Javer
Colorado
$4.23M +$375K +3,389 +10%
BRWA
92
B. Riley Wealth Advisors
Florida
$4.18M -$716K -6,461 -15%
ASN
93
Advisory Services Network
Georgia
$4.07M +$977K +8,816 +32%
Prudential Financial
94
Prudential Financial
New Jersey
$3.99M +$223K +2,010 +6%
GWM
95
Geneos Wealth Management
Colorado
$3.94M +$1.14M +10,255 +40%
APW
96
Austin Private Wealth
Texas
$3.89M +$296K +2,672 +8%
SHIM
97
Stone House Investment Management
Pennsylvania
$3.82M +$81.6K +737 +2%
BCI
98
Brinker Capital Investments
Pennsylvania
$3.77M +$94K +849 +3%
OPS
99
Orion Portfolio Solutions
Nebraska
$3.77M +$94K +849 +3%
RA
100
RFG Advisory
Alabama
$3.75M -$321K -2,898 -8%
2 3
4
5 6