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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

436 hedge funds and large institutions have $6.65B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 165 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+30
Holders Change %
+7.39%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
81
Increased
165
Reduced
153
Closed
46
Calls
$2.82M
Puts
$1.86M
Net Calls
+$965K
Net Calls Change
-$5.35M

Top Buyers

1
SW
Simplicity Wealth
New Jersey
$30.7M
2
Bank of America
Bank of America
North Carolina
$1.12B
3
LPL Financial
LPL Financial
California
$176M
4
MW
Marks Wealth
Maryland
$13.8M
5
AFA
AllGen Financial Advisors
Florida
$13.7M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$3.87M
2
SFA
Sequoia Financial Advisors
Ohio
$4.18M
3
BlackRock
BlackRock
New York
$10.2M
4
PCIA
Prime Capital Investment Advisors
Kansas
$2.56M
5
Ameriprise
Ameriprise
Minnesota
$328M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.12B +$24.3M +236,997 +2%
FFM
2
Forum Financial Management
Illinois
$711M -$18.9M -183,800 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$503M -$6.26M -60,968 -1%
Wells Fargo
4
Wells Fargo
California
$383M -$6.75M -65,750 -2%
Truist Financial
5
Truist Financial
North Carolina
$334M -$17M -165,662 -5%
Ameriprise
6
Ameriprise
Minnesota
$328M -$28.2M -274,600 -8%
RBA
7
Richard Bernstein Advisors
New York
$321M -$16.7M -162,405 -5%
Morgan Stanley
8
Morgan Stanley
New York
$182M -$15.6M -151,744 -8%
LPL Financial
9
LPL Financial
California
$176M +$18.6M +180,975 +12%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$131M -$18.7M -182,171 -12%
IUHSA
11
Itau Unibanco Holding S.A.
Brazil
$116M -$916K -8,918 -0.8%
JHU
12
Johns Hopkins University
Maryland
$110M +$5.14M +50,047 +5%
UBS Group
13
UBS Group
Switzerland
$107M -$2.34M -22,740 -2%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$105M +$5.84M +56,874 +6%
AssetMark Inc
15
AssetMark Inc
California
$89.7M +$11.5M +111,964 +15%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$86M +$2.69M +26,190 +3%
DWM
17
Destination Wealth Management
California
$74.8M +$1.7M +16,561 +2%
FWP
18
FAS Wealth Partners
Kansas
$70.5M +$3.19M +31,102 +5%
FCBT
19
First Citizens Bank & Trust
North Carolina
$56.3M +$1.2M +11,672 +2%
RIG
20
RiverFront Investment Group
Virginia
$55.2M -$537K -5,224 -1%
SAF
21
Smith Anglin Financial
Texas
$48M +$1.92M +18,688 +4%
Stifel Financial
22
Stifel Financial
Missouri
$44.8M +$872K +8,493 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$44.1M -$4.27M -41,600 -9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$43.1M -$10.4M -101,604 -19%
RJA
25
Raymond James & Associates
Florida
$40.9M +$3.49M +34,017 +9%
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