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iShares 10-20 Year Treasury Bond ETF

406 hedge funds and large institutions have $7.1B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-11
Holders Change %
-2.64%
% of All Funds
5.89%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.3%
New
55
Increased
188
Reduced
124
Closed
55
Calls
$10.6M
Puts
$4.28M
Net Calls
+$6.31M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.13B +$31.3M +298,239 +3%
FFM
2
Forum Financial Management
Illinois
$746M +$14.9M +142,063 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$521M +$26.7M +254,386 +5%
Wells Fargo
4
Wells Fargo
California
$399M +$12.8M +121,458 +3%
Ameriprise
5
Ameriprise
Minnesota
$364M -$4.77M -45,428 -1%
Truist Financial
6
Truist Financial
North Carolina
$359M +$11.5M +109,465 +3%
RBA
7
Richard Bernstein Advisors
New York
$345M -$12M -114,346 -3%
Morgan Stanley
8
Morgan Stanley
New York
$202M -$154M -1,469,057 -43%
AAS
9
Annex Advisory Services
Wisconsin
$185M +$117M +1,111,995 +171%
LPL Financial
10
LPL Financial
California
$161M +$41.6M +395,951 +35%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$153M +$44.7M +425,806 +41%
IUHSA
12
Itau Unibanco Holding S.A.
Brazil
$119M +$7.3M +69,511 +7%
UBS Group
13
UBS Group
Switzerland
$112M +$7.07M +67,302 +7%
JHU
14
Johns Hopkins University
Maryland
$108M
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$101M +$17M +161,913 +20%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$85.2M +$6.27M +59,685 +8%
AssetMark Inc
17
AssetMark Inc
California
$80M +$72.2M +687,673 +929%
DWM
18
Destination Wealth Management
California
$74.8M +$15.1M +143,937 +25%
FWP
19
FAS Wealth Partners
Kansas
$68.9M +$4.74M +45,143 +7%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$67.3M +$38M +362,060 +130%
SFA
21
Sequoia Financial Advisors
Ohio
$62M +$3.38M +32,211 +6%
BlackRock
22
BlackRock
New York
$58.5M +$6.16M +58,665 +12%
RIG
23
RiverFront Investment Group
Virginia
$57M +$3.05M +29,045 +6%
FCBT
24
First Citizens Bank & Trust
North Carolina
$56.3M +$4.17M +39,670 +8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$54.8M -$6.11M -58,148 -10%