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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
226
Summit Financial
New Jersey
$7.3M +$136K +1,536 +2%
APW
227
Austin Private Wealth
Texas
$7.25M +$7.25M +81,703 New
EWM
228
Executive Wealth Management
Michigan
$7.21M +$325K +3,668 +5%
GCM
229
Granby Capital Management
Florida
$7.1M +$7.1M +80,000 New
AF
230
Alerus Financial
North Dakota
$6.87M +$676K +7,624 +11%
RWM
231
Refined Wealth Management
Utah
$6.85M +$25.1K +283 +0.4%
Creative Planning
232
Creative Planning
Kansas
$6.81M +$4.79M +54,038 +237%
JIR
233
James Investment Research
Ohio
$6.73M -$3.66M -41,240 -35%
RIM
234
Redwood Investment Management
Arizona
$6.68M +$604K +6,814 +10%
RCAG
235
Rehmann Capital Advisory Group
Michigan
$6.67M +$252K +2,845 +4%
CW
236
Connectus Wealth
Ohio
$6.64M -$323K -3,622 -5%
SBLIC
237
Security Benefit Life Insurance Company
Kansas
$6.58M
AWM
238
Aprio Wealth Management
Georgia
$6.56M +$5.88M +66,331 +868%
VFPI
239
Vantage Financial Partners (Illinois)
Illinois
$6.54M +$2.55M +28,787 +64%
OWA
240
One Wealth Advisors
California
$6.52M +$5.2M +58,633 +394%
MTIM
241
Marathon Trading Investment Management
Pennsylvania
$6.47M +$6.32M +71,250 +4,191%
KFAA
242
Klaas Financial Asset Advisors
Illinois
$6.34M +$195K +2,202 +3%
SC
243
Scotia Capital
Ontario, Canada
$6.32M -$649K -7,322 -9%
CA
244
Cambridge Associates
Massachusetts
$6.21M +$468K +5,279 +8%
WF
245
Williams Financial
Vermont
$6.16M +$4.13M +46,564 +203%
CA
246
CoreCap Advisors
Michigan
$6.15M +$3.12M +35,185 +103%
SF
247
Synovus Financial
Georgia
$6.14M +$76.1K +858 +1%
GF
248
Gries Financial
Ohio
$6.1M +$6.1M +68,773 New
Man Group
249
Man Group
United Kingdom
$6.08M
DAS
250
Dynamic Advisor Solutions
Arizona
$6.05M +$4.79M +53,986 +378%