TLH icon

iShares 10-20 Year Treasury Bond ETF
TLH

Overview Fund Activity

373 hedge funds and large institutions have $7.64B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+20
Holders Change %
+5.67%
% of All Funds
5.97%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.4%
New
71
Increased
160
Reduced
123
Closed
43
Calls
$664K
Puts
–
Net Calls
+$664K
Net Calls Change
+$610K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$522M
2
RBA
Richard Bernstein Advisors
New York
+$296M
3
Ameriprise
Ameriprise
Minnesota
+$195M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$32.5M
2
KF
Krilogy Financial
Missouri
-$32.4M
3
LPL Financial
LPL Financial
California
-$17.7M
4
PAS
Park Avenue Securities
New York
-$11.9M
5
CW
CreativeOne Wealth
Kansas
-$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
151
NWAM LLC
Washington
$1.5M +$365K +3,186 +32%
ODIJL
152
One Day In July LLC
Vermont
$1.5M -$851K -7,433 -36%
SFO
153
Stokes Family Office
Louisiana
$1.48M +$181K +1,582 +14%
AR
154
Apeiron RIA
Texas
$1.47M -$168K -1,471 -10%
SPC
155
Sigma Planning Corp
Michigan
$1.45M +$662K +5,778 +84%
RIA
156
Regal Investment Advisors
Michigan
$1.42M +$187K +1,635 +15%
KAS
157
Kestra Advisory Services
Texas
$1.42M -$7.12M -62,204 -83%
SL
158
Sentinus LLC
Illinois
$1.39M -$496K -4,327 -26%
KWS
159
Keystone Wealth Services
California
$1.36M +$397K +3,467 +41%
FFN
160
Focus Financial Network
Minnesota
$1.35M +$1.35M +11,755 New
CW
161
Connectus Wealth
Ohio
$1.33M +$3.69K +32 +0.3%
HPM
162
Hoxton Planning & Management
West Virginia
$1.32M -$616K -5,378 -32%
SWP
163
ShoreHaven Wealth Partners
New Jersey
$1.27M -$469K -4,096 -27%
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$1.26M +$951K +8,304 +308%
FFA
165
Farther Finance Advisors
California
$1.23M +$253K +2,206 +26%
EC
166
Estate Counselors
Wisconsin
$1.19M +$36.7K +320 +3%
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$1.18M -$4.87M -42,557 -80%
SWM
168
Spire Wealth Management
Virginia
$1.18M +$466K +4,066 +65%
MWM
169
Maripau Wealth Management
Indiana
$1.18M -$39.2K -342 -3%
CG
170
Colony Group
Massachusetts
$1.13M +$1.13M +9,874 New
SRG
171
SBB Research Group
Illinois
$1.13M – – –
FRA
172
FFG Retirement Advisors
Colorado
$1.12M -$59.4K -519 -5%
AG
173
Ascent Group
Virginia
$1.12M +$417K +3,637 +59%
BWP
174
Balboa Wealth Partners
Arizona
$1.11M +$1.11M +9,691 New
CAG
175
Csenge Advisory Group
Florida
$1.1M +$150K +1,310 +16%
5 6
7
8 9