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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

278 hedge funds and large institutions have $2B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+36
Holders Change %
+14.88%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
73
Increased
140
Reduced
38
Closed
32
Calls
$834K
Puts
–
Net Calls
+$834K
Net Calls Change
-$442K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$373M
2
LPL Financial
LPL Financial
California
+$59.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$58.3M
4
BlackRock
BlackRock
New York
+$50M
5
Bank of America
Bank of America
North Carolina
+$46.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.48M
2
FTS
Fifth Third Securities
Ohio
-$7.74M
3
ST
Spinnaker Trust
Maine
-$7.24M
4
GG
GenWealth Group
New Jersey
-$3.16M
5
WCM
Wealthcare Capital Management
Virginia
-$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
151
Kingsview Wealth Management
Oregon
$500K +$274K +2,036 +121%
Betterment LLC
152
Betterment LLC
New York
$478K +$4.71K +35 +1%
WEG
153
World Equity Group
Illinois
$475K +$475K +3,532 New
BCM
154
Beaumont Capital Management
Massachusetts
$474K -$25.7K -191 -5%
Millennium Management
155
Millennium Management
New York
$462K +$462K +3,432 New
TLFA
156
True Link Financial Advisors
California
$461K – – –
CCA
157
Checchi Capital Advisers
California
$453K +$29.4K +218 +7%
CFG
158
Cooper Financial Group
California
$452K +$452K +3,358 New
BCI
159
Brinker Capital Investments
Pennsylvania
$437K +$437K +3,243 New
W
160
WealthOne
New York
$430K +$430K +3,193 New
TWM
161
TriaGen Wealth Management
California
$428K +$49.4K +367 +13%
CF
162
Centaurus Financial
California
$420K -$59.9K -445 -12%
JPMorgan Chase & Co
163
JPMorgan Chase & Co
New York
$420K +$169K +1,258 +67%
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$414K +$4.58K +34 +1%
AP
165
Advisors Preferred
Maryland
$411K +$14.7K +109 +4%
AWM
166
Apollon Wealth Management
South Carolina
$407K +$407K +3,020 New
ASGS
167
Alpha Square Group S
New York
$406K +$406K +3,016 New
WDC
168
Woodward Diversified Capital
California
$404K +$404K +3,000 New
BAM
169
Belpointe Asset Management
Nevada
$399K +$64.8K +483 +19%
PP
170
Patron Partners
Texas
$386K +$1.88K +14 +0.5%
CSPAM
171
Cary Street Partners Asset Management
Virginia
$385K -$26.5K -197 -6%
ATPW
172
Ashton Thomas Private Wealth
Arizona
$382K +$16.6K +123 +5%
SP
173
Successful Portfolios
Florida
$380K +$380K +2,823 New
IDA
174
Intelligence Driven Advisers
California
$373K +$373K +2,883 New
MYIA
175
Mount Yale Investment Advisors
Colorado
$343K +$343K +2,551 New
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