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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$95.2M
2
SEIA
Signature Estate & Investment Advisors
California
+$84.7M
3
AssetMark Inc
AssetMark Inc
California
+$72.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26.9M
5
FFM
Forum Financial Management
Illinois
+$23.8M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$198M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$159M
3
RBA
Richard Bernstein Advisors
New York
-$132M
4
Bank of America
Bank of America
North Carolina
-$128M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
IHT Wealth Management
Illinois
$3.74M +$2.19M +19,996 +140%
MA
127
Modus Advisors
Minnesota
$3.69M +$129K +1,180 +4%
LPT
128
Legacy Private Trust
Wisconsin
$3.66M +$911K +8,337 +33%
CFGS
129
Concourse Financial Group Securities
Alabama
$3.64M +$759K +6,942 +26%
NFG
130
Nations Financial Group
Iowa
$3.61M +$3.61M +33,044 New
MWA
131
MN Wealth Advisors
Kansas
$3.44M +$459K +4,197 +15%
FCAM
132
First Citizens Asset Management
North Carolina
$3.33M +$16.5K +151 +0.5%
EA
133
Echo45 Advisors
California
$3.22M -$4.48K -41 -0.1%
SPW
134
Surience Private Wealth
Washington
$3.13M +$3.13M +28,637 New
LA
135
LVW Advisors
New York
$3.06M +$43.6K +399 +1%
KAS
136
Kestra Advisory Services
Texas
$3.05M +$1.17M +10,688 +62%
MA
137
Mutual Advisors
Nebraska
$3.05M -$105K -1,011 -3%
SAM
138
Smartleaf Asset Management
Massachusetts
$3.03M -$1.01M -9,225 -25%
MIFH
139
Migdal Insurance & Financial Holdings
Israel
$3.02M -$42.1K -385 -1%
P
140
&Partners
Tennessee
$3.02M +$2.47M +22,554 +447%
Jones Financial Companies
141
Jones Financial Companies
Missouri
$2.95M +$2.29M +20,894 +351%
HGWM
142
Horst & Graben Wealth Management
Oregon
$2.83M -$84.3K -771 -3%
SC
143
Sykon Capital
New York
$2.8M +$2.8M +25,624 New
FAM
144
Forte Asset Management
New York
$2.79M -$384K -3,515 -12%
DFA
145
Davies Financial Advisors
California
$2.78M +$2.39M +21,868 +612%
PA
146
Parallel Advisors
California
$2.76M -$312K -2,851 -10%
CFG
147
Cooper Financial Group
California
$2.74M +$128K +1,174 +5%
EH
148
Equitable Holdings
New York
$2.67M +$237K +2,165 +10%
SIS
149
Sound Income Strategies
Florida
$2.6M +$2.58M +23,591 +10,438%
CFAM
150
Center For Asset Management
Florida
$2.6M +$1.29M +11,778 +98%
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