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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 %
Bank of America
1
Bank of America
North Carolina
$1.73B +$522M +4,556,214 +43%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.04B +$132M +1,153,416 +15%
RBA
3
Richard Bernstein Advisors
New York
$828M +$296M +2,587,184 +56%
FFM
4
Forum Financial Management
Illinois
$653M +$31.6M +276,288 +5%
Ameriprise
5
Ameriprise
Minnesota
$572M +$195M +1,698,674 +52%
Morgan Stanley
6
Morgan Stanley
New York
$243M +$68M +594,040 +39%
FCBT
7
First Citizens Bank & Trust
North Carolina
$178M +$178M +1,553,693 New
Truist Financial
8
Truist Financial
North Carolina
$174M +$27M +235,897 +18%
BlackRock
9
BlackRock
New York
$172M -$4.61M -40,260 -3%
LPL Financial
10
LPL Financial
California
$133M -$17.7M -154,961 -12%
CWM
11
Congress Wealth Management
Massachusetts
$122M +$18.3M +159,770 +18%
AAS
12
Annex Advisory Services
Wisconsin
$103M +$284K +2,480 +0.3%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$103M -$32.5M -284,034 -24%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$84.7M +$30.3M +264,662 +56%
Osaic Holdings
15
Osaic Holdings
Arizona
$79.6M +$615K +5,360 +0.8%
RIG
16
RiverFront Investment Group
Virginia
$75M +$4.13M +36,084 +6%
RJA
17
Raymond James & Associates
Florida
$66.4M +$921K +8,039 +1%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$64M +$4.44M +38,740 +7%
UBS Group
19
UBS Group
Switzerland
$58.8M +$35.6M +311,167 +154%
Jane Street
20
Jane Street
New York
$56.9M +$56.9M +497,145 New
PAS
21
Park Avenue Securities
New York
$51.5M -$11.9M -104,190 -19%
Wells Fargo
22
Wells Fargo
California
$47.8M +$15.4M +134,400 +48%
SFA
23
Sequoia Financial Advisors
Ohio
$38.3M +$2.78M +24,242 +8%
Stifel Financial
24
Stifel Financial
Missouri
$36.5M +$14.5M +126,322 +66%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$34.4M +$509K +4,446 +2%
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