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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

417 hedge funds and large institutions have $7.05B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+71
Holders Change %
+20.52%
% of All Funds
6.11%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.34%
New
130
Increased
146
Reduced
114
Closed
52
Calls
$11.1M
Puts
$2.84M
Net Calls
+$8.26M
Net Calls Change
+$8.58M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$197M
2
Wells Fargo
Wells Fargo
California
+$179M
3
JHU
Johns Hopkins University
Maryland
+$111M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
5
CCM
Coldstream Capital Management
Washington
+$79.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$280M
2
RBA
Richard Bernstein Advisors
New York
-$223M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
CWM
Congress Wealth Management
Massachusetts
-$107M
5
Jane Street
Jane Street
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
101
Beam Wealth Advisors
Louisiana
$4.88M -$359K -3,319 -7%
Citadel Advisors
102
Citadel Advisors
Florida
$4.63M +$3.81M +35,172 +462%
AWM
103
Avaii Wealth Management
Wisconsin
$4.58M +$1.48M +13,690 +48%
PA
104
Parallel Advisors
California
$4.47M -$34.2M -315,547 -88%
BEI
105
Benjamin Edwards Inc
Missouri
$3.85M +$3.85M +35,593 New
NA
106
NewEdge Advisors
Louisiana
$3.8M +$3.47M +32,826 +1,034%
CSPAM
107
Cary Street Partners Asset Management
Virginia
$3.7M -$651K -6,011 -15%
FIA
108
Foundations Investment Advisors
Arizona
$3.64M +$3.05M +28,162 +512%
EFG
109
Ehrlich Financial Group
California
$3.52M +$3.52M +32,527 New
SW
110
SVB Wealth
Massachusetts
$3.46M +$2.73M +25,186 +373%
AIA
111
Alternative Investment Advisors
Florida
$3.41M -$105K -967 -3%
EPW
112
Evergreen Private Wealth
Colorado
$3.4M +$3.4M +31,449 New
OWA
113
One Wealth Advisors
California
$3.36M +$1.52M +14,025 +82%
SAM
114
Smartleaf Asset Management
Massachusetts
$3.3M +$3.3M +30,291 New
NB
115
Nicolet Bankshares
Wisconsin
$3.26M +$3.26M +30,117 New
LWM
116
Lionsbridge Wealth Management
Florida
$3.13M +$3.13M +28,888 New
MA
117
Modus Advisors
Minnesota
$3.12M +$3.12M +28,836 New
Russell Investments Group
118
Russell Investments Group
United Kingdom
$2.94M – – –
C
119
CEDRUS
Colorado
$2.92M +$116K +1,068 +4%
LA
120
LVW Advisors
New York
$2.82M +$88.3K +816 +3%
IWC
121
Integrated Wealth Concepts
Massachusetts
$2.82M -$129K -1,194 -4%
GVAG
122
Great Valley Advisor Group
Delaware
$2.76M -$2.73M -25,200 -50%
FAM
123
Forte Asset Management
New York
$2.75M +$2.75M +25,366 New
KAS
124
Kestra Advisory Services
Texas
$2.61M +$1.51M +13,983 +138%
Prudential Financial
125
Prudential Financial
New Jersey
$2.6M +$2.6M +24,002 New
3 4
5
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