TLH icon

iShares 10-20 Year Treasury Bond ETF

346 hedge funds and large institutions have $6.04B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 175 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-49
Holders Change %
-12.41%
% of All Funds
5.52%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
53
Increased
85
Reduced
175
Closed
97
Calls
$1.05M
Puts
$1.37M
Net Calls
-$315K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Shares
Change %
APA
126
Astoria Portfolio Advisors
New York
$1.3M +$1.3M +13,726 New
SF
127
Synovus Financial
Georgia
$1.3M -$181K -1,842 -12%
Millennium Management
128
Millennium Management
New York
$1.28M +$1.28M +13,025 New
CW
129
CreativeOne Wealth
Kansas
$1.27M -$3.4M -34,544 -73%
SRG
130
SBB Research Group
Illinois
$1.26M +$1.67K +17 +0.1%
SPIA
131
Steward Partners Investment Advisory
New York
$1.19M -$1.01M -10,291 -46%
BRWA
132
B. Riley Wealth Advisors
Florida
$1.18M -$2.54M -25,746 -68%
WWA
133
WCG Wealth Advisors
Nevada
$1.18M -$11.8K -120 -1%
SPC
134
Sigma Planning Corp
Michigan
$1.17M +$370K +3,755 +46%
LNC
135
Lincoln National Corp
Pennsylvania
$1.11M -$1.53M -15,561 -58%
SFO
136
Stokes Family Office
Louisiana
$1.09M -$105K -1,070 -9%
MFA
137
Mayflower Financial Advisors
Massachusetts
$1.07M -$288K -2,923 -21%
CG
138
Colony Group
Massachusetts
$1.07M -$17.9K -182 -2%
SL
139
SWMG LLC
Texas
$1.06M -$715K -7,261 -40%
GG
140
GenWealth Group
New Jersey
$1.06M +$287K +2,915 +37%
SB
141
Strategic Blueprint
Georgia
$1.05M -$749K -7,608 -42%
KAS
142
Kestra Advisory Services
Texas
$1M -$357K -3,627 -26%
SWP
143
ShoreHaven Wealth Partners
New Jersey
$992K -$5.22K -53 -0.5%
AWS
144
Atria Wealth Solutions
New York
$981K -$7.72M -78,403 -89%
MOS
145
MGO One Seven
Ohio
$979K -$88.3K -897 -8%
AWM
146
Apollon Wealth Management
South Carolina
$963K +$16.7K +170 +2%
MCM
147
Mendel Capital Management
Arkansas
$887K +$64.6K +656 +8%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$872K -$4.13M -41,937 -83%
WP
149
WealthSource Partners
California
$838K -$11.2M -113,631 -93%
Charles Schwab
150
Charles Schwab
California
$835K +$835K +8,475 New