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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

373 hedge funds and large institutions have $7.64B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+20
Holders Change %
+5.67%
% of All Funds
5.97%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.4%
New
71
Increased
160
Reduced
123
Closed
43
Calls
$664K
Puts
–
Net Calls
+$664K
Net Calls Change
+$610K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$522M
2
RBA
Richard Bernstein Advisors
New York
+$296M
3
Ameriprise
Ameriprise
Minnesota
+$195M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$32.5M
2
KF
Krilogy Financial
Missouri
-$32.4M
3
LPL Financial
LPL Financial
California
-$17.7M
4
PAS
Park Avenue Securities
New York
-$11.9M
5
CW
CreativeOne Wealth
Kansas
-$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
176
My Legacy Advisors
Oregon
$1.1M -$163K -1,421 -13%
WP
177
WealthShield Partners
North Carolina
$1.08M -$357K -3,116 -25%
TWM
178
Tradition Wealth Management
Minnesota
$1.08M -$8.25K -72 -0.8%
TAIM
179
TD Ameritrade Investment Management
Nebraska
$1.07M -$61.2K -534 -5%
RSWM
180
Robertson Stephens Wealth Management
California
$1.02M +$15.8K +138 +2%
ACM
181
AlphaStar Capital Management
North Carolina
$1.01M +$1.01M +8,848 New
BPA
182
Beacon Pointe Advisors
California
$1.01M +$1.01M +8,793 New
HighTower Advisors
183
HighTower Advisors
Illinois
$997K -$414K -3,639 -29%
CWM
184
Centurion Wealth Management
Virginia
$996K -$157K -1,375 -14%
SCA
185
Snowden Capital Advisors
New York
$992K +$119K +1,041 +14%
KWM
186
Keebeck Wealth Management
Illinois
$986K -$57K -498 -5%
PWMG
187
Provence Wealth Management Group
California
$983K -$110K -960 -10%
IA
188
IFG Advisory
Georgia
$970K +$679K +5,926 +233%
HI
189
Harbour Investments
Wisconsin
$956K -$142K -1,238 -13%
OIA
190
OneDigital Investment Advisors
Kansas
$950K -$9.32M -81,338 -91%
SW
191
SVB Wealth
Massachusetts
$944K +$242K +2,113 +34%
BFA
192
BMS Financial Advisors
South Dakota
$915K +$746K +6,509 +441%
FWP
193
Firethorn Wealth Partners
Georgia
$888K -$105K -940 -11%
EFS
194
Essex Financial Services
Connecticut
$887K +$887K +7,740 New
SS
195
Simplicity Solutions
Minnesota
$883K +$883K +7,712 New
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$882K +$33.4K +292 +4%
AF
197
Advisornet Financial
Minnesota
$873K +$82.1K +717 +10%
GG
198
GenWealth Group
New Jersey
$848K -$556K -4,856 -40%
KFAA
199
Klaas Financial Asset Advisors
Illinois
$847K -$43.8K -382 -5%
WAL
200
W Advisors LLC
Tennessee
$840K +$241K +2,107 +40%
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