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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

373 hedge funds and large institutions have $7.64B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+20
Holders Change %
+5.67%
% of All Funds
5.97%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.4%
New
71
Increased
160
Reduced
123
Closed
43
Calls
$664K
Puts
–
Net Calls
+$664K
Net Calls Change
+$610K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$522M
2
RBA
Richard Bernstein Advisors
New York
+$296M
3
Ameriprise
Ameriprise
Minnesota
+$195M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$32.5M
2
KF
Krilogy Financial
Missouri
-$32.4M
3
LPL Financial
LPL Financial
California
-$17.7M
4
PAS
Park Avenue Securities
New York
-$11.9M
5
CW
CreativeOne Wealth
Kansas
-$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
Brookstone Capital Management
Illinois
$2.06M -$386K -3,440 -16%
CL
127
Choreo LLC
Illinois
$2.05M +$2.05M +17,941 New
WIA
128
World Investment Advisors
California
$1.98M +$1.27M +11,064 +179%
CWS
129
Cypress Wealth Services
California
$1.94M +$248K +2,166 +15%
WEG
130
World Equity Group
Illinois
$1.93M +$1.35M +14,233 +231%
I
131
INVST
Indiana
$1.93M -$1.02M -9,042 -35%
SL
132
SWMG LLC
Texas
$1.92M +$376K +3,282 +24%
WF
133
Williams Financial
Vermont
$1.85M +$1.85M +16,109 New
PMG
134
ProVise Management Group
Florida
$1.83M +$1.83M +16,005 New
OP
135
ORG Partners
Indiana
$1.81M +$1.81M +15,852 New
CFG
136
Cooper Financial Group
California
$1.81M +$1.14M +9,942 +170%
MFA
137
Mayflower Financial Advisors
Massachusetts
$1.8M +$30.5K +266 +2%
WA
138
Wealth Alliance
New York
$1.8M -$187K -1,634 -9%
WWG
139
West Wealth Group
California
$1.8M -$543K -4,737 -23%
VWM
140
Venturi Wealth Management
Texas
$1.76M -$1.73M -15,062 -49%
SF
141
Synovus Financial
Georgia
$1.76M +$22.3K +195 +1%
CC
142
Copperleaf Capital
North Carolina
$1.73M +$930K +8,116 +116%
NPP
143
New Potomac Partners
Maryland
$1.67M +$36.7K +320 +2%
Goldman Sachs
144
Goldman Sachs
New York
$1.66M -$6.49M -56,687 -80%
Citadel Advisors
145
Citadel Advisors
Florida
$1.63M -$548K -4,788 -25%
PA
146
PFG Advisors
Arizona
$1.62M +$857K +7,484 +112%
GM
147
GeoWealth Management
Illinois
$1.58M -$67K -585 -4%
SFA
148
Source Financial Advisors
New York
$1.57M -$64.7K -565 -4%
TFA
149
Transamerica Financial Advisors
Florida
$1.57M +$14.4K +126 +0.9%
SWM
150
SigFig Wealth Management
California
$1.55M -$421K -3,676 -21%
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