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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

417 hedge funds and large institutions have $7.05B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+71
Holders Change %
+20.52%
% of All Funds
6.11%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.34%
New
130
Increased
146
Reduced
114
Closed
52
Calls
$11.1M
Puts
$2.84M
Net Calls
+$8.26M
Net Calls Change
+$8.58M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$197M
2
Wells Fargo
Wells Fargo
California
+$179M
3
JHU
Johns Hopkins University
Maryland
+$111M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
5
CCM
Coldstream Capital Management
Washington
+$79.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$280M
2
RBA
Richard Bernstein Advisors
New York
-$223M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
CWM
Congress Wealth Management
Massachusetts
-$107M
5
Jane Street
Jane Street
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODIJL
151
One Day In July LLC
Vermont
$1.53M -$225K -2,082 -13%
MPW
152
MA Private Wealth
California
$1.53M -$1.43M -13,179 -48%
LPT
153
Legacy Private Trust
Wisconsin
$1.53M +$1.27M +11,716 +487%
FSA
154
Financial Services Advisory
Maryland
$1.52M +$1.52M +14,043 New
MIS
155
Morningstar Investment Services
Illinois
$1.48M +$1.48M +13,598 New
SCM
156
Sheridan Capital Management
California
$1.46M +$1.46M +13,516 New
TC
157
TownSquare Capital
Utah
$1.45M +$1.45M +13,430 New
HGWM
158
Horst & Graben Wealth Management
Oregon
$1.43M +$982K +9,073 +219%
BA
159
Ballew Advisors
Mississippi
$1.37M -$668K -6,345 -33%
OMC
160
Old Mission Capital
Illinois
$1.34M +$1.34M +12,372 New
MFG
161
Merit Financial Group
Georgia
$1.31M +$1.05M +9,696 +407%
IA
162
IFP Advisors
Florida
$1.3M -$163K -1,503 -11%
AWM
163
Apollon Wealth Management
South Carolina
$1.29M +$233K +2,150 +22%
CWP
164
Cyndeo Wealth Partners
Florida
$1.27M +$1.27M +11,768 New
KWM
165
Keebeck Wealth Management
Illinois
$1.27M +$651K +6,016 +105%
TW
166
TrinityPoint Wealth
Connecticut
$1.26M -$478K -4,411 -27%
APA
167
Astoria Portfolio Advisors
New York
$1.26M -$188K -1,786 -13%
AT
168
Arden Trust
Delaware
$1.22M +$1.22M +11,298 New
VWA
169
Visionary Wealth Advisors
Illinois
$1.22M +$1.22M +11,252 New
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
$1.21M +$999K +9,225 +482%
OAP
171
One Advisory Partners
Kansas
$1.18M +$497K +4,595 +73%
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$1.17M -$319K -2,946 -21%
PMG
173
ProVise Management Group
Florida
$1.16M -$392K -3,618 -25%
MLA
174
My Legacy Advisors
Oregon
$1.16M +$457K +4,291 +65%
Focus Partners Wealth
175
Focus Partners Wealth
Massachusetts
$1.16M +$1.16M +10,684 New
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