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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

203 hedge funds and large institutions have $1.04B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+79
Holders Change %
+63.71%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
97
Increased
57
Reduced
23
Closed
15
Calls
$250K
Puts
$49.3M
Net Calls
-$49.1M
Net Calls Change
-$54.9M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$169M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$101M
3
Osaic Holdings
Osaic Holdings
Arizona
$23.4M
4
BlackRock
BlackRock
New York
$57.8M
5
LPL Financial
LPL Financial
California
$27.3M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$16.2M
2
Citadel Advisors
Citadel Advisors
Florida
$3.64M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$0
4
CA
Cambridge Associates
Massachusetts
$0
5
KP
Keel Point
Alabama
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
101
NWAM LLC
Washington
$405K +$405K +2,754 New
TF
102
Trek Financial
Arizona
$405K +$405K +2,754 New
OAP
103
One Advisory Partners
Kansas
$383K +$383K +2,603 New
BRWA
104
B. Riley Wealth Advisors
Florida
$383K +$383K +2,604 New
SB
105
Strategic Blueprint
Georgia
$383K +$383K +2,606 New
BAM
106
Belpointe Asset Management
Nevada
$370K +$370K +2,514 New
TSA
107
Tri-Star Advisors
Texas
$359K +$359K +2,425 New
KPWS
108
Kestra Private Wealth Services
Texas
$358K +$358K +2,431 New
VAS
109
Vestmark Advisory Solutions
Massachusetts
$356K +$59.7K +405 +20%
SFA
110
Source Financial Advisors
New York
$350K +$6.03K +41 +2%
SW
111
SteelPeak Wealth
California
$349K +$349K +2,374 New
RIA
112
Regal Investment Advisors
Michigan
$349K +$349K +2,376 New
IWC
113
Integrated Wealth Concepts
Massachusetts
$345K +$345K +2,344 New
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$340K +$340K +2,310 New
FA
115
FDx Advisors
Illinois
$319K -$19.6K -133 -6%
CCA
116
Checchi Capital Advisers
California
$299K +$25.2K +171 +9%
CFGS
117
Concourse Financial Group Securities
Alabama
$299K +$299K +2,033 New
SHJ
118
Sharkey, Howes & Javer
Colorado
$298K +$298K +2,026 New
RF
119
RHS Financial
California
$294K +$294K +2,002 New
MCIA
120
Mountain Capital Investment Advisors
Colorado
$291K +$291K +2,004 New
CFD
121
Creative Financial Designs
Indiana
$286K +$286K +1,946 New
LWM
122
Liberty Wealth Management
California
$283K +$283K +1,923 New
CC
123
Cadinha & Co
Hawaii
$282K – – –
CA
124
Cetera Advisors
Colorado
$275K +$275K +1,871 New
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$270K -$171K -1,166 -39%
3 4
5
6 7