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iShares 10-20 Year Treasury Bond ETF

436 hedge funds and large institutions have $6.65B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 165 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+30
Holders Change %
+7.39%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
81
Increased
165
Reduced
153
Closed
46
Calls
$2.82M
Puts
$1.86M
Net Calls
+$965K
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$1.84M -$37.5K -365 -2%
SB
152
Strategic Blueprint
Georgia
$1.78M +$429K +4,176 +32%
SWP
153
Stratos Wealth Partners
Ohio
$1.76M -$942K -9,174 -35%
ASN
154
Advisory Services Network
Georgia
$1.75M -$370K -3,598 -17%
BCI
155
Brinker Capital Investments
Pennsylvania
$1.74M -$212K -2,061 -11%
OPS
156
Orion Portfolio Solutions
Nebraska
$1.74M -$212K -2,061 -11%
Citigroup
157
Citigroup
New York
$1.68M +$57.5K +560 +4%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$1.62M -$16.8M -160,575 -91%
AAS
159
Avantax Advisory Services
Texas
$1.61M -$442K -4,302 -22%
OWMIAS
160
One Wealth Management Investment & Advisory Services
Florida
$1.53M -$179K -1,744 -10%
AWM
161
Avior Wealth Management
Nebraska
$1.52M +$75.1K +731 +5%
IA
162
Insight Advisors
Pennsylvania
$1.5M +$635K +6,184 +73%
BWA
163
Beam Wealth Advisors
Louisiana
$1.48M -$2.59M -25,207 -64%
WP
164
WealthShield Partners
North Carolina
$1.47M -$185K -1,801 -11%
CFO
165
Collective Family Office
Pennsylvania
$1.46M +$366K +3,567 +33%
IWM
166
IHT Wealth Management
Illinois
$1.46M +$1.46M +14,235 New
PWM
167
Perigon Wealth Management
California
$1.45M -$77.6K -756 -5%
SCM
168
Sheridan Capital Management
California
$1.44M +$11.3K +112 +0.8%
SHIM
169
Stone House Investment Management
Pennsylvania
$1.4M +$45.1K +439 +3%
RA
170
RFG Advisory
Alabama
$1.38M +$99.8K +972 +8%
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$1.37M -$376K -3,660 -22%
TC
172
TownSquare Capital
Utah
$1.36M -$188K -1,833 -12%
FDDB
173
Fidelity D&D Bancorp
Pennsylvania
$1.33M +$1.33M +12,955 New
BRWA
174
B. Riley Wealth Advisors
Florida
$1.33M +$92.8K +904 +8%
PI
175
PFG Investments
New York
$1.31M -$322K -3,140 -20%