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iShares 10-20 Year Treasury Bond ETF

479 hedge funds and large institutions have $6.38B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 184 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
6.38%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.19%
New
78
Increased
184
Reduced
170
Closed
58
Calls
$4.98M
Puts
$3.58M
Net Calls
+$1.39M
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
151
Stratos Wealth Partners
Ohio
$2.17M +$179K +1,801 +9%
VBFP
152
Valtinson Bruner Financial Planning
Minnesota
$2.16M +$2.16M +21,733 New
Corient Private Wealth
153
Corient Private Wealth
Florida
$2.16M +$1.36M +13,670 +171%
AIA
154
Alternative Investment Advisors
Florida
$2.15M -$171K -1,722 -7%
QPWM
155
Quadrant Private Wealth Management
Pennsylvania
$2.15M +$933K +9,376 +77%
AWP
156
Avid Wealth Partners
Texas
$2.13M +$116K +1,162 +6%
CFAM
157
Center For Asset Management
Florida
$2.07M -$293K -2,941 -12%
DFP
158
Defined Financial Planning
California
$1.97M +$1.97M +19,797 New
CW
159
CreativeOne Wealth
Kansas
$1.94M +$266K +2,671 +16%
BCI
160
Brinker Capital Investments
Pennsylvania
$1.94M -$7M -70,299 -78%
OPS
161
Orion Portfolio Solutions
Nebraska
$1.94M -$7M -70,299 -78%
CL
162
Choreo LLC
Illinois
$1.91M -$85.5K -859 -4%
SWP
163
ShoreHaven Wealth Partners
New Jersey
$1.88M +$275K +2,760 +17%
PCIA
164
Prime Capital Investment Advisors
Kansas
$1.88M -$410K -4,123 -18%
ASN
165
Advisory Services Network
Georgia
$1.81M +$112K +1,124 +7%
SAI
166
Savvy Advisors Inc
New York
$1.79M +$908K +9,120 +102%
GWM
167
Geneos Wealth Management
Colorado
$1.75M +$697 +7 +0%
WWG
168
West Wealth Group
California
$1.72M +$468K +4,703 +37%
PA
169
Parallel Advisors
California
$1.72M -$799K -8,026 -32%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$1.72M +$246K +2,472 +17%
VFA
171
Values First Advisors
Tennessee
$1.71M +$597K +6,001 +54%
AAS
172
Avantax Advisory Services
Texas
$1.71M +$85.9K +863 +5%
CFO
173
Collective Family Office
Pennsylvania
$1.69M -$36.5K -367 -2%
SC
174
Syon Capital
California
$1.67M -$8.55M -85,900 -84%
AAS
175
Annex Advisory Services
Wisconsin
$1.62M -$547K -5,493 -25%