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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 %
OIA
76
OneDigital Investment Advisors
Kansas
$8M +$1.12M +10,705 +16%
AI
77
Arvest Investments
Arkansas
$7.95M +$1.69M +16,106 +27%
PS
78
Principal Securities
Iowa
$6.93M +$483K +4,601 +7%
TF
79
Trek Financial
Arizona
$6.88M -$1.82M -17,344 -21%
RHP
80
Royal Harbor Partners
Texas
$6.8M +$21.7K +207 +0.3%
ACA
81
Affinity Capital Advisors
California
$6.48M +$1.35M +12,878 +26%
SC
82
Scotia Capital
Ontario, Canada
$6.39M +$156K +1,486 +3%
TCA
83
Transcend Capital Advisors
New Jersey
$6.35M +$8.09K +77 +0.1%
AI
84
Atria Investments
North Carolina
$6.34M -$1.03M -9,761 -14%
KF
85
Krilogy Financial
Missouri
$6.21M +$451K +4,294 +8%
EL
86
EWA LLC
Pennsylvania
$5.77M -$1.04M -10,321 -15%
SW
87
SVB Wealth
Massachusetts
$5.61M +$2.26M +21,496 +67%
TNBTD
88
Trustmark National Bank Trust Department
Mississippi
$5.47M +$38.4K +366 +0.7%
FFN
89
Focus Financial Network
Minnesota
$5.38M -$410K -4,123 -7%
AWS
90
Atria Wealth Solutions
New York
$5.18M -$2.21K -21 -0%
CA
91
Cresta Advisors
Texas
$5.14M +$203K +1,932 +4%
KAS
92
Kestra Advisory Services
Texas
$5.13M +$2.59M +24,686 +102%
AWM
93
Avaii Wealth Management
Wisconsin
$4.88M +$439K +4,180 +10%
IWA
94
Icon Wealth Advisors
Texas
$4.64M -$148K -1,411 -3%
PPWP
95
Premier Path Wealth Partners
New Jersey
$4.52M +$4.52M +44,329 New
SAM
96
Smartleaf Asset Management
Massachusetts
$4.43M +$1.25M +11,879 +39%
Comerica Bank
97
Comerica Bank
Texas
$4.33M -$460K -4,384 -10%
EPW
98
Evergreen Private Wealth
Colorado
$4.3M +$996K +9,483 +30%
AWP
99
Avid Wealth Partners
Texas
$4.2M +$4.2M +40,011 New
BWA
100
Beam Wealth Advisors
Louisiana
$4.16M -$574K -5,464 -12%