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iShares 10-20 Year Treasury Bond ETF

346 hedge funds and large institutions have $6.04B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 175 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-49
Holders Change %
-12.41%
% of All Funds
5.52%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
53
Increased
85
Reduced
175
Closed
97
Calls
$1.05M
Puts
$1.37M
Net Calls
-$315K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$831K +$179K +1,819 +27%
FFN
152
Focus Financial Network
Minnesota
$793K -$400K -4,067 -34%
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$788K -$30.1K -306 -4%
Renaissance Technologies
154
Renaissance Technologies
New York
$788K +$788K +8,000 New
VWM
155
Venturi Wealth Management
Texas
$771K -$988K -10,033 -56%
HSBC Holdings
156
HSBC Holdings
United Kingdom
$765K +$93.6K +951 +14%
Citadel Advisors
157
Citadel Advisors
Florida
$750K -$1.13M -11,447 -60%
KeyBank National Association
158
KeyBank National Association
Ohio
$743K -$13.2K -134 -2%
ACP
159
Aveo Capital Partners
Colorado
$743K +$743K +7,542 New
AG
160
Ascent Group
Virginia
$740K +$197K +2,021 +36%
EFS
161
Essex Financial Services
Connecticut
$737K -$71.1K -722 -9%
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
$695K +$201K +2,042 +41%
SW
163
SVB Wealth
Massachusetts
$664K -$148K -1,507 -18%
PCA
164
Pallas Capital Advisors
Massachusetts
$662K +$240K +2,538 +57%
KFAA
165
Klaas Financial Asset Advisors
Illinois
$660K -$28.2K -286 -4%
VC
166
Vicus Capital
Pennsylvania
$650K +$54.5K +553 +9%
WCM
167
Wealthcare Capital Management
Virginia
$648K +$648K +6,582 New
TGAM
168
TBH Global Asset Management
Tennessee
$648K +$648K +6,581 New
PWMG
169
Provence Wealth Management Group
California
$648K -$40.3K -409 -6%
KPWS
170
Kestra Private Wealth Services
Texas
$642K +$143K +1,454 +29%
RA
171
RFG Advisory
Alabama
$640K -$2.7M -27,379 -81%
TSS
172
Two Sigma Securities
New York
$631K +$631K +6,407 New
SCM
173
SCS Capital Management
Massachusetts
$620K +$46K +467 +8%
OAP
174
One Advisory Partners
Kansas
$617K -$2.28M -23,173 -79%
MLA
175
My Legacy Advisors
Oregon
$615K -$401K -4,305 -39%