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iShares 10-20 Year Treasury Bond ETF

406 hedge funds and large institutions have $7.1B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-11
Holders Change %
-2.64%
% of All Funds
5.88%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.3%
New
55
Increased
188
Reduced
124
Closed
55
Calls
$10.6M
Puts
$4.28M
Net Calls
+$6.31M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$2.82M -$964K -9,182 -26%
GVAG
127
Great Valley Advisor Group
Delaware
$2.79M +$109K +1,035 +4%
LA
128
LVW Advisors
New York
$2.77M +$33.1K +315 +1%
SWP
129
Stratos Wealth Partners
Ohio
$2.76M +$272K +2,589 +11%
CCFM
130
Clear Creek Financial Management
Washington
$2.45M +$15.8K +150 +0.6%
LNC
131
Lincoln National Corp
Pennsylvania
$2.44M +$1.81M +17,280 +290%
USCWA
132
U.S. Capital Wealth Advisors
Texas
$2.26M +$5.46K +52 +0.2%
CFG
133
Cooper Financial Group
California
$2.21M +$246K +2,340 +12%
CL
134
Choreo LLC
Illinois
$2.2M -$46.1K -439 -2%
ASN
135
Advisory Services Network
Georgia
$2.17M -$144K -1,370 -6%
GEM
136
Global Endowment Management
North Carolina
$2.12M
AAS
137
Avantax Advisory Services
Texas
$2.09M +$403K +3,833 +24%
BCI
138
Brinker Capital Investments
Pennsylvania
$2M +$43.4K +413 +2%
OPS
139
Orion Portfolio Solutions
Nebraska
$2M +$43.4K +413 +2%
PP
140
Patron Partners
Texas
$1.99M -$128K -1,220 -6%
GWM
141
Geneos Wealth Management
Colorado
$1.92M -$571K -5,437 -23%
IWP
142
Invenio Wealth Partners
Florida
$1.92M +$1.55M +14,769 +424%
FAIM
143
Financial Advocates Investment Management
Washington
$1.91M +$1.13M +12,505 +143%
EH
144
Equitable Holdings
New York
$1.91M +$905K +8,613 +90%
HGWM
145
Horst & Graben Wealth Management
Oregon
$1.88M +$490K +4,665 +35%
CFGS
146
Concourse Financial Group Securities
Alabama
$1.87M +$144K +1,368 +8%
SPW
147
Surience Private Wealth
Washington
$1.82M +$1.82M +17,315 New
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$1.79M +$647K +6,163 +57%
OWMIAS
149
One Wealth Management Investment & Advisory Services
Florida
$1.75M +$163K +1,552 +10%
SIS
150
Sound Income Strategies
Florida
$1.75M +$1.74M +16,545 +23,303%