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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

395 hedge funds and large institutions have $7.83B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 202 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+22
Holders Change %
+5.9%
% of All Funds
6.23%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
64
Increased
202
Reduced
100
Closed
41
Calls
$443K
Puts
$687K
Net Calls
-$244K
Net Calls Change
-$908K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.79B
2
Ameriprise
Ameriprise
Minnesota
$618M
3
Truist Financial
Truist Financial
North Carolina
$206M
4
PFO
Pathstone Family Office
New Jersey
$34.9M
5
FFM
Forum Financial Management
Illinois
$664M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
$94.8M
2
Jane Street
Jane Street
New York
$3.58M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$974M
4
CIM
Confluence Investment Management
Missouri
$0
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFSC
126
Keystone Financial Services (Colorado)
Colorado
$2.4M +$35.6K +321 +2%
Goldman Sachs
127
Goldman Sachs
New York
$2.38M +$781K +7,055 +49%
I
128
INVST
Indiana
$2.33M +$446K +4,030 +24%
CWA
129
Clarus Wealth Advisors
Arizona
$2.31M +$331K +3,090 +17%
PMG
130
ProVise Management Group
Florida
$2.31M +$536K +4,836 +30%
C1AG
131
Client 1st Advisory Group
Florida
$2.27M -$290K -2,617 -11%
TW
132
TrinityPoint Wealth
Connecticut
$2.26M +$218K +1,967 +11%
MFG
133
Merit Financial Group
Georgia
$2.25M -$26.3K -237 -1%
HCA
134
Heck Capital Advisors
Wisconsin
$2.2M +$2.13M +19,231 +2,945%
BHWM
135
Bay Harbor Wealth Management
Maryland
$2.17M -$40.2K -363 -2%
CFG
136
Cooper Financial Group
California
$2.15M +$399K +3,599 +23%
PA
137
PFG Advisors
Arizona
$2.13M +$559K +5,047 +36%
Citadel Advisors
138
Citadel Advisors
Florida
$2.11M +$537K +4,847 +34%
GM
139
GeoWealth Management
Illinois
$2.09M +$555K +5,006 +36%
BA
140
Ballew Advisors
Mississippi
$2.08M -$3.02K -28 -0.1%
SXL
141
Summit X LLC
Missouri
$2.06M -$155K -1,401 -7%
CL
142
Choreo LLC
Illinois
$2.05M +$64.9K +586 +3%
SB
143
Strategic Blueprint
Georgia
$2.03M -$100K -903 -5%
BCM
144
Brookstone Capital Management
Illinois
$2M +$36.8K +344 +2%
SL
145
SWMG LLC
Texas
$2M +$139K +1,253 +7%
VWM
146
Venturi Wealth Management
Texas
$1.98M +$276K +2,493 +16%
SWP
147
Stratos Wealth Partners
Ohio
$1.97M +$1.97M +17,802 New
CWS
148
Cypress Wealth Services
California
$1.87M +$14.7K +134 +0.8%
WF
149
Williams Financial
Vermont
$1.87M +$82.2K +742 +5%
DE
150
Day & Ennis
Georgia
$1.84M -$333K -3,009 -15%
4 5
6
7 8