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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

278 hedge funds and large institutions have $2B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+36
Holders Change %
+14.88%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
73
Increased
140
Reduced
38
Closed
32
Calls
$834K
Puts
–
Net Calls
+$834K
Net Calls Change
-$442K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$476M
2
LPL Financial
LPL Financial
California
$86.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$58.3M
4
BlackRock
BlackRock
New York
$115M
5
Bank of America
Bank of America
North Carolina
$239M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$968K
2
FTS
Fifth Third Securities
Ohio
$330K
3
ST
Spinnaker Trust
Maine
$0
4
GG
GenWealth Group
New Jersey
$0
5
WCM
Wealthcare Capital Management
Virginia
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
101
Integrated Wealth Concepts
Massachusetts
$1.24M +$859K +6,382 +228%
BHWM
102
Bay Harbor Wealth Management
Maryland
$1.22M +$96.3K +715 +9%
SL
103
SWMG LLC
Texas
$1.22M +$583K +4,331 +92%
BCM
104
Brookstone Capital Management
Illinois
$1.2M +$937K +7,387 +352%
VHAM
105
Van Hulzen Asset Management
California
$1.18M +$1.18M +8,733 New
I
106
INVST
Indiana
$1.17M +$142K +1,177 +14%
WA
107
Wealth Alliance
New York
$1.13M +$1.13M +8,407 New
VWM
108
Venturi Wealth Management
Texas
$1.13M +$525K +3,898 +87%
TWM
109
Tradition Wealth Management
Minnesota
$1.11M +$873K +6,486 +367%
GF
110
Gries Financial
Ohio
$1.09M +$1.09M +8,126 New
AR
111
Apeiron RIA
Texas
$1.07M +$495K +3,823 +86%
SPAS
112
Spectrum Planning & Advisory Services
California
$1.05M +$79.7K +592 +8%
OPS
113
Orion Portfolio Solutions
Nebraska
$1.04M +$1.04M +7,687 New
LWM
114
Liberty Wealth Management
California
$1.02M +$1.02M +7,596 New
SWM
115
SigFig Wealth Management
California
$1.01M +$1.01M +7,301 New
VC
116
Vicus Capital
Pennsylvania
$1.01M +$29.2K +217 +3%
CA
117
Cetera Advisors
Colorado
$1.01M +$787K +5,848 +360%
SB
118
Strategic Blueprint
Georgia
$974K +$317K +2,352 +48%
Citadel Advisors
119
Citadel Advisors
Florida
$968K -$8.48M -62,968 -90%
LNC
120
Lincoln National Corp
Pennsylvania
$967K -$3.77K -28 -0.4%
PCP
121
Proficio Capital Partners
Massachusetts
$957K -$1.73M -12,827 -64%
SXL
122
Summit X LLC
Missouri
$902K +$902K +6,687 New
KeyBank National Association
123
KeyBank National Association
Ohio
$864K -$53K -394 -6%
AAS
124
Avantax Advisory Services
Texas
$863K +$863K +6,305 New
UCFA
125
United Capital Financial Advisors
Texas
$826K +$134K +993 +19%
3 4
5
6 7