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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
Gladstone Institutional Advisory
Florida
$9.09M +$1.28M +14,063 +17%
ACM
227
Arlington Capital Management
Illinois
$9.07M -$72.3K -793 -0.8%
SSA
228
Schonfeld Strategic Advisors
New York
$9.02M +$8.95M +98,277 New
BCM
229
Basswood Capital Management
New York
$8.83M
PP
230
Paloma Partners
Connecticut
$8.72M +$456K +5,000 +6%
BBA
231
Braun-Bostich & Associates
Pennsylvania
$8.68M +$4.6M +50,511 +115%
CIAS
232
CFS Investment Advisory Services
New Jersey
$8.68M +$8.61M +94,525 New
VVP
233
Venture Visionary Partners
Ohio
$8.52M +$397K +4,354 +5%
Creative Planning
234
Creative Planning
Kansas
$8.51M -$1.25M -13,721 -13%
RFS
235
Retirement Financial Solutions
Tennessee
$8.48M +$667K +7,319 +9%
Baird Financial Group
236
Baird Financial Group
Wisconsin
$8.48M +$156K +1,717 +2%
KFS
237
Kelly Financial Services
Massachusetts
$8.46M +$199K +2,181 +2%
AF
238
Alerus Financial
North Dakota
$8.39M +$99.1K +1,088 +1%
KFAA
239
Klaas Financial Asset Advisors
Illinois
$8.26M +$1.28M +14,024 +18%
CAS
240
CTC Alternative Strategies
Illinois
$8.26M +$8.2M +90,000 New
SB
241
Strategic Blueprint
Georgia
$8.26M -$452K -4,963 -5%
RIM
242
Redwood Investment Management
Arizona
$8.25M -$37.5K -412 -0.5%
EFG
243
Ethos Financial Group
Pennsylvania
$8.19M +$458K +5,025 +6%
HFA
244
High Falls Advisors
New York
$8.17M +$270K +2,966 +3%
APW
245
Austin Private Wealth
Texas
$8.17M +$673K +7,389 +9%
DC
246
Davenport & Co
Virginia
$8.13M +$1.05M +11,542 +15%
FIM
247
Freedom Investment Management
Connecticut
$8.1M -$2.32M -25,465 -22%
WAM
248
WNY Asset Management
New York
$8.08M -$31.6M -347,272 -80%
HWA
249
Heartwood Wealth Advisors
Virginia
$8.04M +$133K +1,461 +2%
AIA
250
Alternative Investment Advisors
Florida
$7.97M -$571K -6,271 -7%