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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

436 hedge funds and large institutions have $6.65B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 165 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+30
Holders Change %
+7.39%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
81
Increased
165
Reduced
153
Closed
46
Calls
$2.82M
Puts
$1.86M
Net Calls
+$965K
Net Calls Change
-$5.35M

Top Buyers

1
SW
Simplicity Wealth
New Jersey
$30.7M
2
Bank of America
Bank of America
North Carolina
$1.12B
3
LPL Financial
LPL Financial
California
$176M
4
MW
Marks Wealth
Maryland
$13.8M
5
AFA
AllGen Financial Advisors
Florida
$13.7M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$3.87M
2
SFA
Sequoia Financial Advisors
Ohio
$4.18M
3
BlackRock
BlackRock
New York
$10.2M
4
PCIA
Prime Capital Investment Advisors
Kansas
$2.56M
5
Ameriprise
Ameriprise
Minnesota
$328M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$4.9M +$660K +6,427 +16%
AA
102
Axiom Advisory
California
$4.84M +$4.84M +47,565 New
TNBTD
103
Trustmark National Bank Trust Department
Mississippi
$4.83M -$518K -5,045 -10%
RFM
104
Royal Fund Management
Florida
$4.81M +$4.54M +44,214 +1,721%
Goldman Sachs
105
Goldman Sachs
New York
$4.78M +$4.78M +46,559 New
PPWP
106
Premier Path Wealth Partners
New Jersey
$4.71M +$158K +1,536 +3%
IWA
107
Icon Wealth Advisors
Texas
$4.53M -$150K -1,421 -3%
QWP
108
Quotient Wealth Partners
Texas
$4.4M +$4.08M +39,710 +1,258%
SFI
109
SPC Financial Inc
Maryland
$4.36M +$372K +3,621 +9%
C
110
CEDRUS
Colorado
$4.24M +$992K +9,663 +31%
FIA
111
Foundations Investment Advisors
Arizona
$4.22M +$485K +4,726 +13%
SFA
112
Sequoia Financial Advisors
Ohio
$4.18M -$56.4M -549,404 -93%
EPW
113
Evergreen Private Wealth
Colorado
$4.18M -$27.3K -266 -0.6%
NB
114
Nicolet Bankshares
Wisconsin
$4.18M +$273K +2,662 +7%
CSIA
115
Conrad Siegel Investment Advisors
Pennsylvania
$4.16M +$626K +6,093 +18%
AAS
116
Annex Advisory Services
Wisconsin
$3.87M -$177M -1,723,512 -98%
SAM
117
Smartleaf Asset Management
Massachusetts
$3.84M -$550K -5,290 -13%
AWP
118
Avid Wealth Partners
Texas
$3.79M -$321K -3,121 -8%
CSPAM
119
Cary Street Partners Asset Management
Virginia
$3.37M -$128K -1,249 -4%
MA
120
Modus Advisors
Minnesota
$3.34M +$169K +1,643 +5%
Prudential Financial
121
Prudential Financial
New Jersey
$3.29M +$401K +3,907 +14%
MA
122
Mutual Advisors
Nebraska
$3.16M -$630K -6,025 -17%
FCAM
123
First Citizens Asset Management
North Carolina
$3.11M -$574K -5,589 -16%
EA
124
Echo45 Advisors
California
$3.03M +$3.03M +29,504 New
FAM
125
Forte Asset Management
New York
$2.98M +$120K +1,167 +4%
3 4
5
6 7