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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

373 hedge funds and large institutions have $7.64B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+20
Holders Change %
+5.67%
% of All Funds
5.97%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.4%
New
71
Increased
160
Reduced
123
Closed
43
Calls
$664K
Puts
–
Net Calls
+$664K
Net Calls Change
+$610K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$522M
2
RBA
Richard Bernstein Advisors
New York
+$296M
3
Ameriprise
Ameriprise
Minnesota
+$195M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$32.5M
2
KF
Krilogy Financial
Missouri
-$32.4M
3
LPL Financial
LPL Financial
California
-$17.7M
4
PAS
Park Avenue Securities
New York
-$11.9M
5
CW
CreativeOne Wealth
Kansas
-$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
101
TNF
Montana
$3.09M -$1.41M -12,332 -31%
LWM
102
Liberty Wealth Management
California
$2.95M +$2.95M +25,784 New
GWM
103
Geneos Wealth Management
Colorado
$2.9M +$2.89M +25,272 +47,683%
AWM
104
Avaii Wealth Management
Wisconsin
$2.75M +$2.75M +24,007 New
JIR
105
James Investment Research
Ohio
$2.73M +$986K +8,613 +57%
LA
106
LVW Advisors
New York
$2.72M +$2.72M +23,782 New
AF
107
Allworth Financial
California
$2.65M +$2.62M +22,915 +10,912%
C1AG
108
Client 1st Advisory Group
Florida
$2.65M +$926K +8,086 +54%
BWA
109
Beam Wealth Advisors
Louisiana
$2.64M +$33.1K +289 +1%
PWM
110
Pacific Wealth Management
California
$2.58M -$1.59M -13,871 -38%
CFGS
111
Concourse Financial Group Securities
Alabama
$2.54M -$762K -6,654 -23%
CCFM
112
Clear Creek Financial Management
Washington
$2.53M +$259K +2,259 +11%
KFSC
113
Keystone Financial Services (Colorado)
Colorado
$2.45M -$1.33M -11,636 -35%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$2.42M +$359K +3,163 +17%
MFG
115
Merit Financial Group
Georgia
$2.36M -$379K -3,313 -14%
AAS
116
Avantax Advisory Services
Texas
$2.36M +$63.6K +555 +3%
SXL
117
Summit X LLC
Missouri
$2.29M +$1.49M +13,013 +186%
BHWM
118
Bay Harbor Wealth Management
Maryland
$2.28M -$6.64K -58 -0.3%
SPIA
119
Steward Partners Investment Advisory
New York
$2.26M -$498K -4,346 -18%
DE
120
Day & Ennis
Georgia
$2.25M +$1.2M +10,434 +113%
SB
121
Strategic Blueprint
Georgia
$2.2M +$791K +6,904 +56%
BA
122
Ballew Advisors
Mississippi
$2.16M -$61.2K -549 -3%
CWA
123
Clarus Wealth Advisors
Arizona
$2.16M +$66.2K +569 +3%
LNC
124
Lincoln National Corp
Pennsylvania
$2.13M +$2.13M +18,634 New
TW
125
TrinityPoint Wealth
Connecticut
$2.11M +$1.23M +10,747 +140%
3 4
5
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