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iShares 10-20 Year Treasury Bond ETF

406 hedge funds and large institutions have $7.1B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-11
Holders Change %
-2.64%
% of All Funds
5.88%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.3%
New
55
Increased
188
Reduced
124
Closed
55
Calls
$10.6M
Puts
$4.28M
Net Calls
+$6.31M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
151
CreativeOne Wealth
Kansas
$1.72M +$724K +6,897 +73%
WP
152
WealthShield Partners
North Carolina
$1.69M -$168K -1,603 -9%
HCA
153
Heck Capital Advisors
Wisconsin
$1.67M -$40.4K -385 -2%
PI
154
PFG Investments
New York
$1.67M +$1.67M +15,909 New
Citigroup
155
Citigroup
New York
$1.66M -$9.14K -87 -0.5%
TC
156
TownSquare Capital
Utah
$1.59M +$177K +1,683 +13%
PWM
157
Perigon Wealth Management
California
$1.57M +$1.35M +12,840 +623%
KFS
158
Kelly Financial Services
Massachusetts
$1.55M -$31.2K -297 -2%
KWM
159
Kingsview Wealth Management
Oregon
$1.52M +$411K +3,913 +37%
SWP
160
ShoreHaven Wealth Partners
New Jersey
$1.5M -$43.7K -416 -3%
IA
161
IFP Advisors
Florida
$1.49M +$226K +2,151 +18%
SCM
162
Sheridan Capital Management
California
$1.48M +$65.3K +622 +5%
LPT
163
Legacy Private Trust
Wisconsin
$1.48M
AWM
164
Avior Wealth Management
Nebraska
$1.48M +$391K +3,721 +36%
SHIM
165
Stone House Investment Management
Pennsylvania
$1.39M +$937K +8,925 +209%
SB
166
Strategic Blueprint
Georgia
$1.38M +$408K +3,886 +42%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$1.37M +$405K +3,857 +42%
WWG
168
West Wealth Group
California
$1.37M +$1.37M +13,047 New
RIA
169
Regal Investment Advisors
Michigan
$1.32M +$987K +9,398 +293%
RA
170
RFG Advisory
Alabama
$1.31M +$491K +4,679 +60%
BA
171
Ballew Advisors
Mississippi
$1.3M -$15.6K -155 -1%
GM
172
GeoWealth Management
Illinois
$1.27M -$377K -3,591 -23%
Corient Private Wealth
173
Corient Private Wealth
Florida
$1.24M +$1.24M +11,785 New
ODIJL
174
One Day In July LLC
Vermont
$1.23M -$259K -2,469 -17%
BRWA
175
B. Riley Wealth Advisors
Florida
$1.18M -$380K -3,854 -24%