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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

395 hedge funds and large institutions have $7.83B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 202 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+22
Holders Change %
+5.9%
% of All Funds
6.23%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
64
Increased
202
Reduced
100
Closed
41
Calls
$443K
Puts
$687K
Net Calls
-$244K
Net Calls Change
-$908K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$114M
2
Ameriprise
Ameriprise
Minnesota
+$65M
3
Truist Financial
Truist Financial
North Carolina
+$37.4M
4
PFO
Pathstone Family Office
New Jersey
+$34.9M
5
FFM
Forum Financial Management
Illinois
+$32.1M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
-$77.3M
2
Jane Street
Jane Street
New York
-$51.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$33M
4
CIM
Confluence Investment Management
Missouri
-$11.2M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRG
176
SBB Research Group
Illinois
$1.42M +$328K +2,960 +30%
PWM
177
Perigon Wealth Management
California
$1.4M +$1.4M +12,631 New
Citigroup
178
Citigroup
New York
$1.39M +$703K +6,345 +102%
SL
179
Sentinus LLC
Illinois
$1.36M +$19.7K +178 +1%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$1.36M +$1.36M +12,270 New
WWA
181
WCG Wealth Advisors
Nevada
$1.34M +$1.34M +12,131 New
FFN
182
Focus Financial Network
Minnesota
$1.34M +$40.1K +362 +3%
SFO
183
Stokes Family Office
Louisiana
$1.34M -$93.8K -847 -7%
SWM
184
Spire Wealth Management
Virginia
$1.24M +$98.7K +891 +9%
CG
185
Colony Group
Massachusetts
$1.22M +$126K +1,142 +12%
MLA
186
My Legacy Advisors
Oregon
$1.2M +$150K +1,366 +14%
MOS
187
MGO One Seven
Ohio
$1.2M -$6.51M -58,784 -84%
KWM
188
Keebeck Wealth Management
Illinois
$1.17M +$216K +1,951 +23%
HI
189
Harbour Investments
Wisconsin
$1.14M +$216K +1,949 +23%
FRA
190
FFG Retirement Advisors
Colorado
$1.13M +$40.2K +363 +4%
SWP
191
ShoreHaven Wealth Partners
New Jersey
$1.12M -$111K -999 -9%
BAM
192
Belpointe Asset Management
Nevada
$1.07M +$726K +6,558 +208%
CWM
193
Centurion Wealth Management
Virginia
$1.07M +$107K +970 +11%
AWM
194
Apollon Wealth Management
South Carolina
$1.06M +$552K +4,984 +108%
TWM
195
Tradition Wealth Management
Minnesota
$1.06M +$17.2K +155 +2%
CAG
196
Csenge Advisory Group
Florida
$1.05M -$16.7K -151 -2%
TAIM
197
TD Ameritrade Investment Management
Nebraska
$1.05M +$12.3K +111 +1%
MWM
198
Maripau Wealth Management
Indiana
$1.02M -$116K -1,046 -10%
FAIM
199
Financial Advocates Investment Management
Washington
$1.02M +$310K +2,797 +44%
WP
200
WealthShield Partners
North Carolina
$1.01M -$44.2K -399 -4%
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