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iShares 10-20 Year Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.79B +$114M +1,025,852 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$974M -$33M -298,022 -3%
RBA
3
Richard Bernstein Advisors
New York
$810M +$8.87M +80,034 +1%
FFM
4
Forum Financial Management
Illinois
$664M +$32.1M +289,769 +5%
Ameriprise
5
Ameriprise
Minnesota
$618M +$65M +586,618 +12%
Morgan Stanley
6
Morgan Stanley
New York
$228M -$6.9M -62,292 -3%
Truist Financial
7
Truist Financial
North Carolina
$206M +$37.4M +337,406 +22%
BlackRock
8
BlackRock
New York
$196M +$28.9M +261,063 +17%
LPL Financial
9
LPL Financial
California
$145M +$16.8M +151,495 +13%
CWM
10
Congress Wealth Management
Massachusetts
$119M +$708K +6,394 +0.6%
FCBT
11
First Citizens Bank & Trust
North Carolina
$94.8M -$77.3M -697,908 -45%
AAS
12
Annex Advisory Services
Wisconsin
$92M -$7.31M -65,997 -7%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$89.1M -$10.1M -91,590 -10%
UBS Group
14
UBS Group
Switzerland
$84.6M +$27.8M +250,550 +49%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$82.7M +$815K +7,355 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$82.7M +$5.84M +52,731 +8%
RIG
17
RiverFront Investment Group
Virginia
$74.3M +$1.74M +15,724 +2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$71.1M +$9.18M +82,849 +15%
RJA
19
Raymond James & Associates
Florida
$64.2M -$34.7K -313 -0.1%
Wells Fargo
20
Wells Fargo
California
$62.7M +$16.5M +149,231 +36%
SFA
21
Sequoia Financial Advisors
Ohio
$55.1M +$18.1M +163,226 +49%
PAS
22
Park Avenue Securities
New York
$50.6M +$792K +7,152 +2%
Stifel Financial
23
Stifel Financial
Missouri
$44.2M +$8.9M +80,373 +25%
PA
24
Parallel Advisors
California
$39.1M +$18.6M +168,146 +91%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$35.5M +$2.19M +19,769 +7%