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iShares 10-20 Year Treasury Bond ETF

406 hedge funds and large institutions have $7.1B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-11
Holders Change %
-2.64%
% of All Funds
5.88%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.3%
New
55
Increased
188
Reduced
124
Closed
55
Calls
$10.6M
Puts
$4.28M
Net Calls
+$6.31M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
176
TrinityPoint Wealth
Connecticut
$1.17M -$54.3K -517 -4%
OAP
177
One Advisory Partners
Kansas
$1.17M +$25.9K +247 +2%
AG
178
AlTi Global
New York
$1.15M +$1.15M +10,995 New
LWM
179
Liberty Wealth Management
California
$1.15M +$122K +1,161 +12%
MPW
180
MA Private Wealth
California
$1.15M -$339K -3,223 -23%
Focus Partners Wealth
181
Focus Partners Wealth
Massachusetts
$1.14M +$13.9K +132 +1%
CFO
182
Collective Family Office
Pennsylvania
$1.12M +$1.12M +10,690 New
DWM
183
Dynasty Wealth Management
Florida
$1.12M +$1.12M +10,631 New
VFA
184
Values First Advisors
Tennessee
$1.1M +$105K +996 +11%
FFA
185
Farther Finance Advisors
California
$1.09M +$93.7K +909 +9%
MIS
186
Morningstar Investment Services
Illinois
$1.09M -$341K -3,244 -24%
HFA
187
High Falls Advisors
New York
$1.09M +$100K +955 +10%
MCM
188
Mendel Capital Management
Arkansas
$1.07M +$20.2K +192 +2%
APA
189
Astoria Portfolio Advisors
New York
$1.06M -$124K -1,250 -10%
PA
190
PFG Advisors
Arizona
$1.06M +$6.41K +61 +0.6%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$1.06M +$333K +3,169 +46%
KWM
192
Keebeck Wealth Management
Illinois
$1.05M -$178K -1,692 -14%
MBTD
193
Mechanics Bank - Trust Department
California
$1.05M
JSL
194
JT Stratford LLC
Georgia
$1.02M +$621K +5,916 +156%
QPWM
195
Quadrant Private Wealth Management
Pennsylvania
$1.02M -$99.5K -947 -9%
GG
196
GenWealth Group
New Jersey
$1.01M -$53.5K -509 -5%
JIR
197
James Investment Research
Ohio
$1.01M +$24.2K +230 +2%
MLA
198
My Legacy Advisors
Oregon
$1M -$140K -1,334 -12%
AG
199
Ascent Group
Virginia
$987K +$272K +2,588 +38%
NPP
200
New Potomac Partners
Maryland
$950K