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iShares 10-20 Year Treasury Bond ETF

346 hedge funds and large institutions have $6.04B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 175 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-49
Holders Change %
-12.41%
% of All Funds
5.52%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
53
Increased
85
Reduced
175
Closed
97
Calls
$1.05M
Puts
$1.37M
Net Calls
-$315K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
101
Advisory Services Network
Georgia
$2.31M -$1.31M -13,287 -36%
CCFM
102
Clear Creek Financial Management
Washington
$2.27M -$17.2K -175 -0.8%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$2.17M -$4.58M -46,492 -68%
SWP
104
Stratos Wealth Partners
Ohio
$2.17M +$419K +4,252 +24%
JIR
105
James Investment Research
Ohio
$2.06M -$199K -2,024 -9%
GM
106
GeoWealth Management
Illinois
$2.02M +$160K +1,624 +9%
GEM
107
Global Endowment Management
North Carolina
$1.99M +$1.99M +20,210 New
BPA
108
Beacon Pointe Advisors
California
$1.89M +$1.89M +19,237 New
BA
109
Ballew Advisors
Mississippi
$1.86M +$4.71K +49 +0.3%
MAG
110
Mayfair Advisory Group
Alabama
$1.83M -$874K -9,039 -32%
OWA
111
One Wealth Advisors
California
$1.68M -$2.86M -29,018 -63%
MSWMA
112
Market Street Wealth Management Advisors
Indiana
$1.67M -$15.2M -154,580 -90%
ODIJL
113
One Day In July LLC
Vermont
$1.6M +$268K +2,723 +20%
CFG
114
Cooper Financial Group
California
$1.58M -$324K -3,293 -17%
TW
115
TrinityPoint Wealth
Connecticut
$1.58M -$424K -4,309 -21%
USCWA
116
U.S. Capital Wealth Advisors
Texas
$1.58M +$893K +9,066 +130%
Citigroup
117
Citigroup
New York
$1.55M +$317K +3,222 +26%
PA
118
PFG Advisors
Arizona
$1.53M -$367K -3,725 -19%
PMG
119
ProVise Management Group
Florida
$1.42M -$637K -6,464 -31%
C1AG
120
Client 1st Advisory Group
Florida
$1.42M -$602K -6,117 -30%
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$1.36M +$150K +1,525 +12%
NPP
122
New Potomac Partners
Maryland
$1.35M -$137K -1,390 -9%
SFA
123
Source Financial Advisors
New York
$1.35M +$61.5K +625 +5%
TFA
124
Transamerica Financial Advisors
Florida
$1.34M +$10.1K +103 +0.8%
IA
125
IFP Advisors
Florida
$1.33M -$62.2K -632 -4%