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iShares 10-20 Year Treasury Bond ETF

476 hedge funds and large institutions have $6.76B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+40
Holders Change %
+9.17%
% of All Funds
6.89%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
82
Increased
204
Reduced
150
Closed
38
Calls
$3.19M
Puts
$1.82M
Net Calls
+$1.38M
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.07B -$128M -1,166,444 -11%
FFM
2
Forum Financial Management
Illinois
$780M +$23.8M +217,762 +3%
Wells Fargo
3
Wells Fargo
California
$422M +$14M +128,426 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$377M -$159M -1,455,758 -30%
Ameriprise
5
Ameriprise
Minnesota
$325M -$24.1M -220,491 -7%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$235M +$95.2M +870,858 +68%
Morgan Stanley
7
Morgan Stanley
New York
$213M +$18.5M +169,278 +10%
RBA
8
Richard Bernstein Advisors
New York
$210M -$132M -1,202,837 -39%
LPL Financial
9
LPL Financial
California
$199M +$11.4M +103,828 +6%
AssetMark Inc
10
AssetMark Inc
California
$168M +$72.3M +660,882 +76%
Truist Financial
11
Truist Financial
North Carolina
$157M -$198M -1,811,479 -56%
JHU
12
Johns Hopkins University
Maryland
$131M +$13.3M +121,250 +11%
IUHSA
13
Itau Unibanco Holding S.A.
Brazil
$119M -$4.23M -38,713 -3%
UBS Group
14
UBS Group
Switzerland
$118M +$4.52M +41,319 +4%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$96.2M +$4.66M +42,594 +5%
SEIA
16
Signature Estate & Investment Advisors
California
$84.7M +$84.7M +774,952 New
DWM
17
Destination Wealth Management
California
$81.5M +$1.83M +16,769 +2%
FWP
18
FAS Wealth Partners
Kansas
$76.8M +$1.66M +15,229 +2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$73.8M +$26.9M +246,154 +57%
SAF
20
Smith Anglin Financial
Texas
$66.1M +$15.1M +137,917 +30%
FCBT
21
First Citizens Bank & Trust
North Carolina
$65.1M +$5.17M +47,273 +9%
RIG
22
RiverFront Investment Group
Virginia
$52.8M -$5.92M -54,176 -10%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$49.3M +$8.86M +81,074 +22%
Stifel Financial
24
Stifel Financial
Missouri
$49.2M +$1.46M +13,368 +3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$41.3M +$2.78M +25,432 +7%