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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

476 hedge funds and large institutions have $6.76B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+40
Holders Change %
+9.17%
% of All Funds
6.88%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
82
Increased
204
Reduced
150
Closed
38
Calls
$3.19M
Puts
$1.82M
Net Calls
+$1.38M
Net Calls Change
+$412K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$95.2M
2
SEIA
Signature Estate & Investment Advisors
California
+$84.7M
3
AssetMark Inc
AssetMark Inc
California
+$72.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26.9M
5
FFM
Forum Financial Management
Illinois
+$23.8M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$198M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$159M
3
RBA
Richard Bernstein Advisors
New York
-$132M
4
Bank of America
Bank of America
North Carolina
-$128M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
176
Sequoia Financial Advisors
Ohio
$1.89M -$2.55M -23,362 -57%
FTUS
177
Flow Traders U.S.
New York
$1.88M +$1.88M +17,218 New
SWA
178
Stratos Wealth Advisors
Ohio
$1.88M +$589K +5,386 +46%
CW
179
CreativeOne Wealth
Kansas
$1.84M +$449K +4,111 +32%
SCP
180
Silverleafe Capital Partners
Tennessee
$1.82M +$1.82M +16,607 New
AAS
181
Avantax Advisory Services
Texas
$1.78M +$72.2K +660 +4%
SWP
182
ShoreHaven Wealth Partners
New Jersey
$1.77M -$248K -2,271 -12%
ASN
183
Advisory Services Network
Georgia
$1.75M – – –
FFBTD
184
First Financial Bank - Trust Division
Ohio
$1.71M -$12.4M -113,627 -88%
WP
185
WealthShield Partners
North Carolina
$1.71M +$149K +1,362 +10%
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$1.62M +$157K +1,433 +11%
SPC
187
Sigma Planning Corp
Michigan
$1.6M +$673K +6,157 +72%
AWM
188
Avior Wealth Management
Nebraska
$1.58M -$44.2K -404 -3%
SCM
189
Sheridan Capital Management
California
$1.55M -$12.4K -113 -0.8%
PP
190
Patron Partners
Texas
$1.54M -$498K -4,559 -24%
HFA
191
High Falls Advisors
New York
$1.52M +$237K +2,165 +18%
RA
192
RFG Advisory
Alabama
$1.51M +$33.8K +309 +2%
TC
193
TownSquare Capital
Utah
$1.5M +$47.3K +433 +3%
SWM
194
Spire Wealth Management
Virginia
$1.48M +$700K +6,399 +90%
PWM
195
Perigon Wealth Management
California
$1.47M -$81.2K -743 -5%
LA
196
LexAurum Advisors
Kansas
$1.45M +$421K +3,849 +41%
KWM
197
Kingsview Wealth Management
Oregon
$1.44M +$798K +7,299 +125%
SHIM
198
Stone House Investment Management
Pennsylvania
$1.4M -$89.5K -819 -6%
FHC
199
First Heartland Consultants
Missouri
$1.4M +$1.4M +12,779 New
WWG
200
West Wealth Group
California
$1.38M +$169K +1,545 +14%
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