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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 %
HPM
201
Hoxton Planning & Management
West Virginia
$992K -$289K -2,608 -23%
SWA
202
Stratos Wealth Advisors
Ohio
$944K +$222K +2,007 +31%
SCA
203
Snowden Capital Advisors
New York
$943K -$16.7K -151 -2%
MCM
204
Mendel Capital Management
Arkansas
$925K +$726K +6,550 +364%
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$920K +$920K +8,310 New
SW
206
SVB Wealth
Massachusetts
$914K +$1.11K +10 +0.1%
EFS
207
Essex Financial Services
Connecticut
$909K +$51.7K +467 +6%
SPC
208
Sigma Planning Corp
Michigan
$902K -$502K -4,536 -36%
RSWM
209
Robertson Stephens Wealth Management
California
$898K -$87K -785 -9%
WAL
210
W Advisors LLC
Tennessee
$897K +$84.4K +762 +10%
Mariner
211
Mariner
Kansas
$892K +$530K +4,783 +146%
GG
212
GenWealth Group
New Jersey
$870K +$49.2K +444 +6%
FWP
213
Firethorn Wealth Partners
Georgia
$855K -$23.4K -211 -3%
KeyBank National Association
214
KeyBank National Association
Ohio
$851K +$155K +1,403 +22%
AF
215
Advisornet Financial
Minnesota
$843K -$997 -9 -0.1%
KWS
216
Keystone Wealth Services
California
$802K -$513K -4,634 -39%
AWE
217
Avidian Wealth Enterprises
Texas
$777K -$9.53K -86 -1%
KFAA
218
Klaas Financial Asset Advisors
Illinois
$775K -$44.5K -402 -5%
PWMG
219
Provence Wealth Management Group
California
$774K -$177K -1,594 -19%
USCWA
220
U.S. Capital Wealth Advisors
Texas
$774K +$182K +1,642 +31%
PI
221
PFG Investments
New York
$774K +$774K +6,983 New
HSBC Holdings
222
HSBC Holdings
United Kingdom
$755K -$46.4K -419 -6%
DI
223
DFPG Investments
Utah
$752K +$123K +1,105 +20%
GIM
224
Goelzer Investment Management
Indiana
$734K – – –
Creative Planning
225
Creative Planning
Kansas
$733K +$16.8K +152 +2%
7 8
9
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