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iShares 10-20 Year Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.13B -$280M -2,587,516 -20%
FFM
2
Forum Financial Management
Illinois
$754M +$54.6M +504,209 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$510M +$109M +1,008,959 +27%
Wells Fargo
4
Wells Fargo
California
$398M +$179M +1,657,016 +82%
Ameriprise
5
Ameriprise
Minnesota
$379M -$158M -1,464,198 -29%
RBA
6
Richard Bernstein Advisors
New York
$368M -$223M -2,055,880 -38%
Morgan Stanley
7
Morgan Stanley
New York
$368M +$197M +1,821,004 +116%
Truist Financial
8
Truist Financial
North Carolina
$358M +$9.34M +86,291 +3%
LPL Financial
9
LPL Financial
California
$123M +$55.7M +514,464 +82%
IUHSA
10
Itau Unibanco Holding S.A.
Brazil
$115M +$3.38M +31,254 +3%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$112M +$35.8M +331,126 +47%
JHU
12
Johns Hopkins University
Maryland
$111M +$111M +1,025,380 New
Stifel Financial
13
Stifel Financial
Missouri
$108M +$72.9M +673,186 +207%
UBS Group
14
UBS Group
Switzerland
$108M +$12.8M +118,636 +14%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$86.5M +$86.5M +800,549 New
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$81.4M -$4.96M -45,858 -6%
CCM
17
Coldstream Capital Management
Washington
$79.3M +$79.3M +732,886 New
AAS
18
Annex Advisory Services
Wisconsin
$70.3M +$63.1M +582,755 +877%
FWP
19
FAS Wealth Partners
Kansas
$66.1M +$66.1M +610,689 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$62.7M -$7.37M -68,086 -11%
DWM
21
Destination Wealth Management
California
$61.5M +$61.5M +567,862 New
SFA
22
Sequoia Financial Advisors
Ohio
$60.4M +$4.31M +39,817 +8%
RIG
23
RiverFront Investment Group
Virginia
$55.6M -$15.3M -141,431 -22%
BlackRock
24
BlackRock
New York
$54M -$13.2M -122,079 -20%
FCBT
25
First Citizens Bank & Trust
North Carolina
$53.8M -$26.5M -244,695 -33%