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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B

Top Buyers

1
Jane Street
Jane Street
New York
$1.85B
2
HSBC Holdings
HSBC Holdings
United Kingdom
$331M
3
Bank of America
Bank of America
North Carolina
$4.83B
4
Citigroup
Citigroup
New York
$323M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$652M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.42B
2
UBS Group
UBS Group
Switzerland
$931M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$18.3M
4
AssetMark Inc
AssetMark Inc
California
$204M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Alerus Financial
North Dakota
$8.54M +$8.54M +90,286 New
PP
227
Paloma Partners
Connecticut
$8.52M – – –
KFS
228
Kelly Financial Services
Massachusetts
$8.51M +$123K +1,297 +1%
WFI
229
West Family Investments
California
$8.41M – – –
VVP
230
Venture Visionary Partners
Ohio
$8.37M +$1.33M +14,024 +19%
ACM
231
Ategra Capital Management
Virginia
$8.18M +$2.01M +21,240 +33%
AWM
232
Avitas Wealth Management
California
$8.18M +$109K +1,154 +1%
HWA
233
Heartwood Wealth Advisors
Virginia
$8.15M +$591K +6,247 +8%
HFA
234
High Falls Advisors
New York
$8.15M -$1.61M -17,004 -16%
CCA
235
Cadent Capital Advisors
Oklahoma
$8.11M +$4.66M +49,237 +135%
RFS
236
Retirement Financial Solutions
Tennessee
$8.05M +$701K +7,411 +10%
GIA
237
Gladstone Institutional Advisory
Florida
$8.04M +$1.39M +14,676 +21%
AI
238
Arvest Investments
Arkansas
$8M +$1.63M +17,218 +26%
EFG
239
Ethos Financial Group
Pennsylvania
$7.97M +$429K +4,531 +6%
RWM
240
Refined Wealth Management
Utah
$7.91M +$437K +4,616 +6%
RAG
241
RIA Advisory Group
Iowa
$7.91M +$7.91M +83,549 New
CA
242
Cambridge Associates
Massachusetts
$7.9M +$1.01M +10,675 +15%
SP
243
Stonebrook Private
Michigan
$7.64M -$1.66M -17,589 -18%
VFG
244
V2 Financial group
Illinois
$7.62M -$267K -2,823 -3%
DIM
245
Delta Investment Management
California
$7.61M +$266K +2,807 +4%
NFG
246
Northeast Financial Group
Pennsylvania
$7.52M +$765K +8,088 +11%
APW
247
Austin Private Wealth
Texas
$7.51M -$1.42M -15,428 -16%
B
248
Birchbrook
Maine
$7.48M +$845K +8,932 +13%
CFIA
249
Cantor Fitzgerald Investment Advisors
New York
$7.46M -$127K -1,342 -2%
NYLIM
250
New York Life Investment Management
New York
$7.36M +$3.99M +42,120 +118%
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