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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

395 hedge funds and large institutions have $7.83B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 202 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+22
Holders Change %
+5.9%
% of All Funds
6.23%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
64
Increased
202
Reduced
100
Closed
41
Calls
$443K
Puts
$687K
Net Calls
-$244K
Net Calls Change
-$908K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$114M
2
Ameriprise
Ameriprise
Minnesota
+$65M
3
Truist Financial
Truist Financial
North Carolina
+$37.4M
4
PFO
Pathstone Family Office
New Jersey
+$34.9M
5
FFM
Forum Financial Management
Illinois
+$32.1M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
-$77.3M
2
Jane Street
Jane Street
New York
-$51.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$33M
4
CIM
Confluence Investment Management
Missouri
-$11.2M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Nations Financial Group
Iowa
$1.8M +$1.8M +16,248 New
WA
152
Wealth Alliance
New York
$1.78M +$37.6K +339 +2%
FFA
153
Farther Finance Advisors
California
$1.77M +$580K +5,240 +49%
API
154
Advisor Partners II
California
$1.77M +$1.77M +15,959 New
ES
155
Eagle Strategies
New York
$1.76M +$1.76M +15,897 New
WWG
156
West Wealth Group
California
$1.74M +$6.54K +59 +0.4%
AC
157
ASB Consultores
Florida
$1.7M +$1.12M +10,123 +195%
RIA
158
Regal Investment Advisors
Michigan
$1.68M +$314K +2,839 +23%
NPP
159
New Potomac Partners
Maryland
$1.68M +$59.9K +541 +4%
CF
160
Centaurus Financial
California
$1.67M +$1.56M +14,041 +1,318%
HighTower Advisors
161
HighTower Advisors
Illinois
$1.67M +$713K +6,535 +75%
SF
162
Synovus Financial
Georgia
$1.67M -$30.9K -279 -2%
OP
163
ORG Partners
Indiana
$1.65M -$89.6K -816 -5%
Legacy Financial Group (Iowa)
164
Legacy Financial Group (Iowa)
Iowa
$1.65M +$1.65M +14,879 New
AF
165
Allworth Financial
California
$1.58M -$978K -8,833 -38%
IA
166
IFP Advisors
Florida
$1.57M +$988K +8,914 +170%
SWM
167
SigFig Wealth Management
California
$1.55M +$62.9K +572 +4%
JPMorgan Chase & Co
168
JPMorgan Chase & Co
New York
$1.55M +$331K +2,986 +27%
OIA
169
OneDigital Investment Advisors
Kansas
$1.53M +$612K +5,529 +67%
MFA
170
Mayflower Financial Advisors
Massachusetts
$1.53M -$211K -1,908 -12%
KAS
171
Kestra Advisory Services
Texas
$1.53M +$159K +1,438 +12%
AR
172
Apeiron RIA
Texas
$1.5M +$84K +758 +6%
TFA
173
Transamerica Financial Advisors
Florida
$1.5M -$15.3K -138 -1%
ODIJL
174
One Day In July LLC
Vermont
$1.5M +$50.1K +452 +3%
SFA
175
Source Financial Advisors
New York
$1.45M -$63.6K -574 -4%
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