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iShares 10-20 Year Treasury Bond ETF

406 hedge funds and large institutions have $7.1B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-11
Holders Change %
-2.64%
% of All Funds
5.88%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.3%
New
55
Increased
188
Reduced
124
Closed
55
Calls
$10.6M
Puts
$4.28M
Net Calls
+$6.31M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
SAG
101
SageView Advisory Group
California
$4.13M +$4.13M +97,063 New
SFI
102
SPC Financial Inc
Maryland
$4.08M +$4.08M +38,821 New
LWM
103
Lionsbridge Wealth Management
Florida
$3.99M +$959K +9,134 +32%
NB
104
Nicolet Bankshares
Wisconsin
$3.99M +$828K +7,879 +26%
FIA
105
Foundations Investment Advisors
Arizona
$3.82M +$285K +2,717 +8%
MA
106
Mutual Advisors
Nebraska
$3.81M -$2.57M -24,422 -40%
FCAM
107
First Citizens Asset Management
North Carolina
$3.77M -$2.48M -23,587 -40%
CSIA
108
Conrad Siegel Investment Advisors
Pennsylvania
$3.61M +$3.61M +34,397 New
CSPAM
109
Cary Street Partners Asset Management
Virginia
$3.58M -$14.6K -139 -0.4%
OWA
110
One Wealth Advisors
California
$3.56M +$296K +2,816 +9%
IWC
111
Integrated Wealth Concepts
Massachusetts
$3.54M +$807K +7,686 +30%
EFG
112
Ehrlich Financial Group
California
$3.41M -$1.89K -18 -0.1%
PA
113
Parallel Advisors
California
$3.39M -$947K -9,017 -22%
DFA
114
Davies Financial Advisors
California
$3.35M +$3.35M +31,938 New
C
115
CEDRUS
Colorado
$3.32M +$485K +4,615 +17%
MWA
116
MN Wealth Advisors
Kansas
$3.25M +$1.24M +11,781 +62%
MA
117
Modus Advisors
Minnesota
$3.25M +$218K +2,071 +7%
Jane Street
118
Jane Street
New York
$3.12M +$2.05M +19,549 +193%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$3.11M +$3.11M +29,577 New
SC
120
Sykon Capital
New York
$3.03M +$2.02M +19,274 +201%
Prudential Financial
121
Prudential Financial
New Jersey
$2.96M +$435K +4,139 +17%
FAM
122
Forte Asset Management
New York
$2.93M +$264K +2,518 +10%
AIA
123
Alternative Investment Advisors
Florida
$2.87M -$370K -3,594 -11%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$2.85M
MIFH
125
Migdal Insurance & Financial Holdings
Israel
$2.85M +$2.8M +26,618 +5,240%