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iShares 20+ Year Treasury Bond ETF

869 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
226
Redwood Investment Management
Arizona
$7.05M +$934 +9 +0%
SF
227
Synovus Financial
Georgia
$7.04M +$138K +1,330 +2%
AAS
228
Avantax Advisory Services
Texas
$7.02M +$3.2M +30,864 +83%
GM
229
GeoWealth Management
Illinois
$6.95M +$1.73M +16,714 +33%
HWA
230
HCR Wealth Advisors
California
$6.87M -$120K -1,160 -2%
OPOWM
231
One Plus One Wealth Management
Florida
$6.71M +$338K +3,255 +5%
CA
232
Cambridge Associates
Massachusetts
$6.66M
First Trust Advisors
233
First Trust Advisors
Illinois
$6.61M +$1.77M +17,063 +36%
HH
234
Hilltop Holdings
Texas
$6.55M +$85K +819 +1%
FS
235
Ferguson Shapiro
Georgia
$6.51M +$6.56M +63,274 New
JF
236
Joule Financial
Kentucky
$6.38M +$59.9K +577 +0.9%
ACP
237
Aveo Capital Partners
Colorado
$6.23M -$176K -1,696 -3%
TA
238
TFB Advisors
Kansas
$6.13M +$479K +4,620 +8%
CCA
239
Checchi Capital Advisers
California
$5.88M -$3.54M -34,129 -37%
CFGS
240
Concourse Financial Group Securities
Alabama
$5.86M +$120K +1,156 +2%
SRG
241
SBB Research Group
Illinois
$5.84M +$1.73M +16,676 +42%
SWP
242
ShoreHaven Wealth Partners
New Jersey
$5.84M -$261K -2,514 -4%
PWM
243
Pacific Wealth Management
California
$5.81M -$139K -1,343 -2%
BCI
244
Brinker Capital Investments
Pennsylvania
$5.76M +$1.15M +11,082 +25%
OPS
245
Orion Portfolio Solutions
Nebraska
$5.76M +$1.15M +11,082 +25%
MWPCG
246
Measured Wealth Private Client Group
New Hampshire
$5.76M +$2.27M +21,883 +64%
KP
247
Keel Point
Alabama
$5.76M +$2.59M +24,925 +80%
DC
248
Davenport & Co
Virginia
$5.72M +$290K +2,800 +5%
WCWM
249
Wooster Corthell Wealth Management
Connecticut
$5.69M +$179K +1,724 +3%
MPM
250
MBB Public Markets
Illinois
$5.66M +$207K +2,000 +4%