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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 %
BNP Paribas Financial Markets
201
BNP Paribas Financial Markets
France
$1.37M +$907K +8,295 +195%
OAP
202
One Advisory Partners
Kansas
$1.35M +$40.6K +371 +3%
PW
203
Peninsula Wealth
California
$1.35M +$90.6K +851 +7%
MCM
204
Mendel Capital Management
Arkansas
$1.34M +$107K +980 +9%
QPWM
205
Quadrant Private Wealth Management
Pennsylvania
$1.34M -$55.5K -508 -4%
JSL
206
JT Stratford LLC
Georgia
$1.33M +$198K +1,812 +18%
BA
207
Ballew Advisors
Mississippi
$1.28M -$40.9K -387 -3%
FAIM
208
Financial Advocates Investment Management
Washington
$1.27M -$5.04M -45,485 -80%
MIS
209
Morningstar Investment Services
Illinois
$1.27M +$196K +1,787 +18%
PI
210
PFG Investments
New York
$1.27M -$129K -1,184 -9%
KWM
211
Keebeck Wealth Management
Illinois
$1.26M +$237K +2,171 +23%
KV
212
Kickstand Ventures
New York
$1.25M -$61.2K -560 -5%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$1.24M +$340K +3,104 +38%
SIA
214
Strategic Investment Advisors
Michigan
$1.23M +$537K +4,909 +77%
TA
215
TFB Advisors
Kansas
$1.23M +$515K +4,709 +72%
VFA
216
Values First Advisors
Tennessee
$1.22M +$23.1K +211 +2%
TGAM
217
TBH Global Asset Management
Tennessee
$1.22M +$311K +2,844 +34%
CWA
218
Clarus Wealth Advisors
Arizona
$1.21M +$1.21M +11,380 New
SW
219
SVB Wealth
Massachusetts
$1.2M -$5.64M -51,572 -82%
KFS
220
Kelly Financial Services
Massachusetts
$1.19M -$11.2K -102 -0.9%
WPW
221
Watershed Private Wealth
Illinois
$1.17M +$318K +2,909 +37%
MAM
222
Milestone Asset Management
Pennsylvania
$1.16M +$1.16M +10,576 New
PA
223
PFG Advisors
Arizona
$1.15M +$67.6K +618 +6%
BWA
224
Beam Wealth Advisors
Louisiana
$1.14M -$430K -3,937 -27%
LWM
225
Liberty Wealth Management
California
$1.14M -$8.23M -75,279 -88%
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