TLH icon

iShares 10-20 Year Treasury Bond ETF

477 hedge funds and large institutions have $6.38B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 183 increasing their positions, 169 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
6.35%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.19%
New
78
Increased
183
Reduced
169
Closed
58
Calls
$4.98M
Puts
$3.58M
Net Calls
+$1.39M
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$907M -$67.1M -673,654 -7%
FFM
2
Forum Financial Management
Illinois
$748M +$37.9M +380,859 +5%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$409M -$3.98M -40 -1%
Wells Fargo
4
Wells Fargo
California
$402M +$18.2M +182,534 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$333M -$9.91M -99,543 -3%
Ameriprise
6
Ameriprise
Minnesota
$294M -$1.98M -19,913 -0.7%
LPL Financial
7
LPL Financial
California
$220M +$38.8M +389,576 +21%
Morgan Stanley
8
Morgan Stanley
New York
$207M +$13M +131,023 +7%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$173M -$40.9M -410,597 -19%
AssetMark Inc
10
AssetMark Inc
California
$170M +$17.3M +173,452 +11%
RBA
11
Richard Bernstein Advisors
New York
$165M -$25.5M -255,892 -13%
Truist Financial
12
Truist Financial
North Carolina
$111M -$31.7M -318,601 -22%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$91.8M +$4.15M +41,685 +5%
DWM
14
Destination Wealth Management
California
$72.1M -$2.02M -20,316 -3%
DFG
15
Demars Financial Group
Washington
$70.8M +$70.1M +6,979,136 +10,526%
FCBT
16
First Citizens Bank & Trust
North Carolina
$70.7M +$11.4M +114,803 +19%
UBS Group
17
UBS Group
Switzerland
$69.5M -$38.1M -382,618 -35%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$66.2M -$1.01M -10,145 -2%
Raymond James Financial
19
Raymond James Financial
Florida
$64.1M +$64.1M +643,498 New
SAF
20
Smith Anglin Financial
Texas
$61M +$757K +7,607 +1%
Jane Street
21
Jane Street
New York
$53.6M +$53.1M +533,457 +10,277%
US Bancorp
22
US Bancorp
Minnesota
$48.6M +$31M +311,396 +176%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$46.9M +$46.9M +471,231 New
Stifel Financial
24
Stifel Financial
Missouri
$45.3M +$498K +4,998 +1%
RIG
25
RiverFront Investment Group
Virginia
$42.5M -$5.59M -56,140 -12%