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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 %
HSBC Holdings
201
HSBC Holdings
United Kingdom
$828K -$38.4K -335 -4%
AWE
202
Avidian Wealth Enterprises
Texas
$813K -$236K -2,061 -23%
CFD
203
Creative Financial Designs
Indiana
$804K +$400K +3,492 +99%
RW
204
Regimen Wealth
Georgia
$777K +$131K +1,135 +20%
GIM
205
Goelzer Investment Management
Indiana
$759K -$84K -733 -10%
SWA
206
Stratos Wealth Advisors
Ohio
$746K -$82.1K -717 -10%
Creative Planning
207
Creative Planning
Kansas
$741K -$8.82K -77 -1%
WAM
208
Wakefield Asset Management
Colorado
$723K -$975K -8,513 -57%
KeyBank National Association
209
KeyBank National Association
Ohio
$719K -$3.32K -29 -0.5%
Citigroup
210
Citigroup
New York
$713K +$386K +3,368 +118%
LA
211
Lifeworks Advisors
Michigan
$708K +$708K +6,185 New
FAIM
212
Financial Advocates Investment Management
Washington
$708K +$264K +2,390 +59%
FHA
213
First Horizon Advisors
Tennessee
$701K -$278K -2,429 -28%
IA
214
IFP Advisors
Florida
$687K -$108K -824 -14%
VC
215
Vicus Capital
Pennsylvania
$678K -$224K -1,955 -25%
WHCI
216
W.H. Cornerstone Investments
Massachusetts
$671K +$199K +1,735 +42%
SP
217
Successful Portfolios
Florida
$654K +$193K +1,688 +42%
DI
218
DFPG Investments
Utah
$649K +$649K +5,665 New
GRP
219
Global Retirement Partners
California
$636K -$66.3K -578 -9%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$634K +$6.87K +60 +1%
USCWA
221
U.S. Capital Wealth Advisors
Texas
$612K +$259K +2,259 +73%
UB
222
UMB Bank
Missouri
$605K +$218K +1,902 +56%
AC
223
ASB Consultores
Florida
$595K +$197K +1,723 +50%
WP
224
WealthPLAN Partners
Nebraska
$594K -$135K -1,178 -19%
KPWS
225
Kestra Private Wealth Services
Texas
$548K +$548K +4,784 New
7 8
9
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