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iShares 10-20 Year Treasury Bond ETF

476 hedge funds and large institutions have $6.76B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+40
Holders Change %
+9.17%
% of All Funds
6.89%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
82
Increased
204
Reduced
150
Closed
38
Calls
$3.19M
Puts
$1.82M
Net Calls
+$1.38M
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Shares
Change %
PPWP
101
Premier Path Wealth Partners
New Jersey
$5.37M +$358K +3,275 +7%
SIS
102
Strategic Investment Solutions
Illinois
$5.34M +$157K +1,438 +3%
KF
103
Krilogy Financial
Missouri
$5.3M -$388K -3,553 -7%
AA
104
Axiom Advisory
California
$5.18M +$80.9K +755 +2%
C
105
CEDRUS
Colorado
$5.13M +$623K +5,699 +14%
EL
106
EWA LLC
Pennsylvania
$5.13M -$1.2M -11,806 -19%
TNBTD
107
Trustmark National Bank Trust Department
Mississippi
$5.07M -$75.4K -690 -1%
NB
108
Nicolet Bankshares
Wisconsin
$4.97M +$523K +4,783 +12%
FIA
109
Foundations Investment Advisors
Arizona
$4.96M +$465K +4,253 +10%
RIA
110
Regal Investment Advisors
Michigan
$4.94M +$3.55M +32,512 +256%
SFI
111
SPC Financial Inc
Maryland
$4.91M +$269K +2,458 +6%
OWA
112
One Wealth Advisors
California
$4.85M +$4.85M +44,406 New
TI
113
Tidal Investments
Wisconsin
$4.78M -$1.8M -16,485 -27%
IWA
114
Icon Wealth Advisors
Texas
$4.66M -$14.9K -136 -0.3%
QWP
115
Quotient Wealth Partners
Texas
$4.62M -$70.8K -648 -2%
HCA
116
Heck Capital Advisors
Wisconsin
$4.58M -$4.08M -37,321 -47%
BRWA
117
B. Riley Wealth Advisors
Florida
$4.52M +$3.11M +28,582 +221%
EPW
118
Evergreen Private Wealth
Colorado
$4.49M +$45.3K +414 +1%
Comerica Bank
119
Comerica Bank
Texas
$4.41M -$801K -7,328 -15%
TCA
120
Transcend Capital Advisors
New Jersey
$4.33M -$2.34M -21,359 -35%
CSIA
121
Conrad Siegel Investment Advisors
Pennsylvania
$3.99M -$433K -3,962 -10%
Prudential Financial
122
Prudential Financial
New Jersey
$3.88M +$378K +3,455 +11%
AWM
123
Angeles Wealth Management
California
$3.87M +$3.87M +35,415 New
BPA
124
Beacon Pointe Advisors
California
$3.87M -$6.21M -56,777 -62%
SW
125
Simplicity Wealth
New Jersey
$3.74M -$29M -265,114 -89%