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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

417 hedge funds and large institutions have $7.05B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+71
Holders Change %
+20.52%
% of All Funds
6.11%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.34%
New
130
Increased
146
Reduced
114
Closed
52
Calls
$11.1M
Puts
$2.84M
Net Calls
+$8.26M
Net Calls Change
+$8.58M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$197M
2
Wells Fargo
Wells Fargo
California
+$179M
3
JHU
Johns Hopkins University
Maryland
+$111M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
5
CCM
Coldstream Capital Management
Washington
+$79.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$280M
2
RBA
Richard Bernstein Advisors
New York
-$223M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
CWM
Congress Wealth Management
Massachusetts
-$107M
5
Jane Street
Jane Street
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPWM
176
Quadrant Private Wealth Management
Pennsylvania
$1.15M +$735K +6,788 +176%
KWM
177
Kingsview Wealth Management
Oregon
$1.14M +$625K +5,771 +121%
GSEP
178
Golden State Equity Partners
California
$1.14M -$1.99M -18,351 -64%
AWM
179
Avior Wealth Management
Nebraska
$1.12M +$550K +5,076 +96%
GG
180
GenWealth Group
New Jersey
$1.1M -$65.2K -602 -6%
Jane Street
181
Jane Street
New York
$1.1M -$74.7M -689,929 -99%
C1AG
182
Client 1st Advisory Group
Florida
$1.09M -$465K -4,294 -30%
PA
183
PFG Advisors
Arizona
$1.09M -$590K -5,448 -35%
MBTD
184
Mechanics Bank - Trust Department
California
$1.08M +$1.08M +10,000 New
MCM
185
Mendel Capital Management
Arkansas
$1.08M +$106K +980 +11%
KPWS
186
Kestra Private Wealth Services
Texas
$1.08M +$370K +3,415 +52%
SFA
187
Source Financial Advisors
New York
$1.06M -$427K -3,946 -29%
WAM
188
WNY Asset Management
New York
$1.06M +$1.06M +9,776 New
LWM
189
Liberty Wealth Management
California
$1.06M +$716K +6,611 +209%
FFA
190
Farther Finance Advisors
California
$1.05M +$396K +3,656 +61%
SC
191
Sykon Capital
New York
$1.04M +$1.04M +9,576 New
EH
192
Equitable Holdings
New York
$1.03M +$743K +6,859 +255%
VFA
193
Values First Advisors
Tennessee
$1.03M +$1.03M +9,479 New
CW
194
CreativeOne Wealth
Kansas
$1.02M -$376K -3,473 -27%
MOS
195
MGO One Seven
Ohio
$1.02M -$54.3K -502 -5%
HFA
196
High Falls Advisors
New York
$1.02M +$616K +5,688 +154%
JIR
197
James Investment Research
Ohio
$1.01M -$1.25M -11,556 -55%
SB
198
Strategic Blueprint
Georgia
$1M -$155K -1,428 -13%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$997K +$38K +351 +4%
GI
200
GLOBALT Investments
Georgia
$989K +$989K +9,138 New
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