TLH icon

iShares 10-20 Year Treasury Bond ETF

280 hedge funds and large institutions have $2.12B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.73%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
42
Increased
142
Reduced
69
Closed
37
Calls
$588K
Puts
Net Calls
+$588K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
101
Brookstone Capital Management
Illinois
$1.38M +$258K +2,185 +23%
IWC
102
Integrated Wealth Concepts
Massachusetts
$1.37M +$270K +2,244 +24%
SWM
103
SigFig Wealth Management
California
$1.37M +$448K +3,540 +48%
SB
104
Strategic Blueprint
Georgia
$1.25M +$383K +3,191 +44%
SWM
105
Spire Wealth Management
Virginia
$1.23M -$170K -1,416 -12%
SWA
106
Stratos Wealth Advisors
Ohio
$1.23M -$279K -2,326 -19%
AAS
107
Avantax Advisory Services
Texas
$1.2M +$438K +3,642 +58%
CWS
108
Cypress Wealth Services
California
$1.19M +$33.3K +277 +3%
DE
109
Day & Ennis
Georgia
$1.18M +$453K +3,769 +63%
LWM
110
Liberty Wealth Management
California
$1.17M +$254K +2,113 +28%
SFO
111
Stokes Family Office
Louisiana
$1.16M -$3.19M -26,569 -73%
SPAS
112
Spectrum Planning & Advisory Services
California
$1.08M +$151K +1,253 +16%
VWM
113
Venturi Wealth Management
Texas
$1.04M +$38.2K +318 +4%
NL
114
NWAM LLC
Washington
$967K +$354K +2,912 +58%
VC
115
Vicus Capital
Pennsylvania
$927K +$26K +216 +3%
VAS
116
Vestmark Advisory Solutions
Massachusetts
$917K +$233K +1,941 +34%
RIA
117
Regal Investment Advisors
Michigan
$869K +$174K +1,448 +25%
LNC
118
Lincoln National Corp
Pennsylvania
$850K -$12.5K -104 -1%
CA
119
Cetera Advisors
Colorado
$843K -$55K -458 -6%
SXL
120
Summit X LLC
Missouri
$834K +$36.8K +309 +5%
FWP
121
Firethorn Wealth Partners
Georgia
$822K +$195K +1,561 +31%
AWE
122
Avidian Wealth Enterprises
Texas
$808K +$136K +1,131 +20%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$799K +$177K +1,476 +29%
PCP
124
Proficio Capital Partners
Massachusetts
$793K -$61.3K -510 -7%
WP
125
WealthShield Partners
North Carolina
$787K +$188K +1,564 +31%