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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 %
NPP
201
New Potomac Partners
Maryland
$979K -$510K -4,708 -34%
AC
202
ASB Consultores
Florida
$978K +$978K +9,032 New
FAIM
203
Financial Advocates Investment Management
Washington
$940K -$1.87M -17,364 -67%
VC
204
Vicus Capital
Pennsylvania
$932K +$217K +2,000 +30%
FHA
205
First Horizon Advisors
Tennessee
$925K +$925K +8,547 New
MAG
206
Mayfair Advisory Group
Alabama
$922K -$1.11M -10,337 -55%
P
207
Pitcairn
Pennsylvania
$916K +$916K +8,463 New
SXL
208
Summit X LLC
Missouri
$905K +$496K +4,526 +121%
PP
209
Prudential plc
United Kingdom
$900K +$900K +8,310 New
BSW
210
Buckingham Strategic Wealth
Missouri
$893K +$893K +8,249 New
Charles Schwab
211
Charles Schwab
California
$892K -$25.1K -232 -3%
VWM
212
Venturi Wealth Management
Texas
$868K +$20.4K +188 +2%
ACP
213
Aveo Capital Partners
Colorado
$857K +$40.7K +376 +5%
PFM
214
Peak Financial Management
Massachusetts
$857K +$857K +7,912 New
RA
215
RFG Advisory
Alabama
$848K +$144K +1,333 +21%
PW
216
Peninsula Wealth
California
$843K +$843K +7,787 New
SVWG
217
Shared Vision Wealth Group
United States
$843K +$843K +7,785 New
HSBC Holdings
218
HSBC Holdings
United Kingdom
$841K – – –
Cerity Partners
219
Cerity Partners
New York
$801K +$801K +7,402 New
MSWMA
220
Market Street Wealth Management Advisors
Indiana
$793K -$1.04M -9,609 -57%
CWS
221
Cypress Wealth Services
California
$786K +$224K +2,069 +40%
Creative Planning
222
Creative Planning
Kansas
$775K -$138K -1,278 -15%
MFA
223
Mayflower Financial Advisors
Massachusetts
$748K -$431K -3,982 -37%
B
224
Bridgeworth
Alabama
$747K +$135K +1,249 +22%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$745K +$121K +1,121 +19%
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