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iShares 10-20 Year Treasury Bond ETF

346 hedge funds and large institutions have $6.04B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 175 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-49
Holders Change %
-12.41%
% of All Funds
5.52%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
53
Increased
85
Reduced
175
Closed
97
Calls
$1.05M
Puts
$1.37M
Net Calls
-$315K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.28B -$309M -3,136,385 -19%
FFM
2
Forum Financial Management
Illinois
$636M +$45.8M +465,570 +8%
RBA
3
Richard Bernstein Advisors
New York
$537M -$183M -1,858,416 -25%
Ameriprise
4
Ameriprise
Minnesota
$531M -$64.4M -603,622 -11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$364M -$501M -5,089,828 -58%
Truist Financial
6
Truist Financial
North Carolina
$317M +$134M +1,357,503 +73%
Wells Fargo
7
Wells Fargo
California
$199M +$143M +1,450,247 +256%
Morgan Stanley
8
Morgan Stanley
New York
$155M -$47.8M -485,911 -24%
CWM
9
Congress Wealth Management
Massachusetts
$107M +$1.2M +12,162 +1%
IUHSA
10
Itau Unibanco Holding S.A.
Brazil
$102M +$97.6M +991,277 +2,359%
UBS Group
11
UBS Group
Switzerland
$86.3M +$11M +112,167 +15%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$78.6M +$78.6M +797,741 New
FCBT
13
First Citizens Bank & Trust
North Carolina
$73M -$11.3M -114,541 -13%
PFO
14
Pathstone Family Office
New Jersey
$70.6M +$39.5M +401,535 +127%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$69.3M +$67.9M +689,913 +4,932%
Jane Street
16
Jane Street
New York
$68.9M +$65.8M +667,772 +2,068%
RIG
17
RiverFront Investment Group
Virginia
$64.5M -$1.51M -15,318 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$63.8M -$9.79M -99,433 -13%
LPL Financial
19
LPL Financial
California
$61.6M -$67.3M -683,417 -52%
BlackRock
20
BlackRock
New York
$61.1M -$113M -1,146,074 -65%
RJA
21
Raymond James & Associates
Florida
$57.4M +$280K +2,844 +0.5%
SFA
22
Sequoia Financial Advisors
Ohio
$51M +$2.04M +20,689 +4%
Corient Private Wealth
23
Corient Private Wealth
Florida
$43.5M +$43.5M +352,035 New
Goldman Sachs
24
Goldman Sachs
New York
$41.4M +$39.2M +398,569 +1,853%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$37.3M -$25.9M -263,520 -41%