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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

476 hedge funds and large institutions have $6.76B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+40
Holders Change %
+9.17%
% of All Funds
6.88%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
82
Increased
204
Reduced
150
Closed
38
Calls
$3.19M
Puts
$1.82M
Net Calls
+$1.38M
Net Calls Change
+$412K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$95.2M
2
SEIA
Signature Estate & Investment Advisors
California
+$84.7M
3
AssetMark Inc
AssetMark Inc
California
+$72.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26.9M
5
FFM
Forum Financial Management
Illinois
+$23.8M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$198M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$159M
3
RBA
Richard Bernstein Advisors
New York
-$132M
4
Bank of America
Bank of America
North Carolina
-$128M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
151
U.S. Capital Wealth Advisors
Texas
$2.58M -$2.62K -24 -0.1%
AIA
152
Alternative Investment Advisors
Florida
$2.55M -$213K -1,952 -8%
CCFM
153
Clear Creek Financial Management
Washington
$2.55M +$47.9K +438 +2%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$2.53M +$830K +7,561 +49%
PCIA
155
Prime Capital Investment Advisors
Kansas
$2.51M -$206K -1,883 -8%
FFA
156
Farther Finance Advisors
California
$2.51M +$1.25M +11,474 +100%
CSPAM
157
Cary Street Partners Asset Management
Virginia
$2.46M -$1.13M -10,290 -31%
FTA
158
Financial & Tax Architects
Missouri
$2.39M +$2.39M +21,870 New
Citadel Advisors
159
Citadel Advisors
Florida
$2.38M -$5.37M -49,108 -69%
AAS
160
Annex Advisory Services
Wisconsin
$2.38M -$1.74M -15,880 -42%
IWP
161
Invenio Wealth Partners
Florida
$2.38M +$160K +1,465 +7%
EFG
162
Ehrlich Financial Group
California
$2.35M -$594K -5,431 -20%
AFP
163
Alpha Financial Partners
Kentucky
$2.35M +$2.35M +21,487 New
AWP
164
Avid Wealth Partners
Texas
$2.21M -$1.82M -16,651 -45%
GEM
165
Global Endowment Management
North Carolina
$2.21M – – –
CL
166
Choreo LLC
Illinois
$2.2M -$110K -999 -5%
SWP
167
Stratos Wealth Partners
Ohio
$2.19M +$314K +2,870 +17%
SB
168
Strategic Blueprint
Georgia
$2.14M +$252K +2,309 +13%
ES
169
Eagle Strategies
New York
$2.13M +$5.47K +50 +0.3%
JIR
170
James Investment Research
Ohio
$2.12M +$1.03M +9,463 +95%
CIAS
171
CFS Investment Advisory Services
New Jersey
$2.04M -$20.1K -184 -1%
GWM
172
Geneos Wealth Management
Colorado
$1.92M -$38.3K -350 -2%
IA
173
Insight Advisors
Pennsylvania
$1.91M +$313K +2,862 +20%
FDDB
174
Fidelity D&D Bancorp
Pennsylvania
$1.9M +$483K +4,419 +34%
CFO
175
Collective Family Office
Pennsylvania
$1.89M +$335K +3,060 +21%
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