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iShares 20+ Year Treasury Bond ETF

1,183 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 495 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,183 (+80)

5.41% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,183
Holders Change
+80
Holders Change %
+7.25%
% of All Funds
16.99%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
495
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
226
Canandaigua National Bank & Trust
New York
$11.2M +$11.1M +114,658 New
WAM
227
WNY Asset Management
New York
$11.2M +$2.48M +25,697 +29%
RWPA
228
Richard W. Paul & Associates
Michigan
$10.9M +$304K +3,153 +3%
BCMLT
229
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9M +$10.6M +110,049 +10,190%
ODFS
230
O'Donnell Financial Services
California
$10.9M +$10.7M +110,689 New
MA
231
Mutual Advisors
Nebraska
$10.7M -$628K -6,514 -5%
VAS
232
Vestmark Advisory Solutions
Massachusetts
$10.6M -$184K -1,912 -2%
Corient Private Wealth
233
Corient Private Wealth
Florida
$10.6M +$5.49M +56,894 +112%
CFD
234
Creative Financial Designs
Indiana
$10.5M +$7.23K +75 +0.1%
PWM
235
Perigon Wealth Management
California
$10.4M +$5.91M +61,304 +137%
JCM
236
Janney Capital Management
Pennsylvania
$10.3M -$339K -3,517 -3%
WAM
237
Worth Asset Management
Texas
$10.3M +$10.1M +104,862 New
ACM
238
Arlington Capital Management
Illinois
$10.2M +$498K +5,168 +5%
IWP
239
Innova Wealth Partners
Pennsylvania
$10.2M +$9.09M +94,296 +969%
EDRH
240
Edmond de Rothschild Holding
Switzerland
$10.2M +$10M +103,840 New
FEG
241
Fund Evaluation Group
Ohio
$10.2M +$9.75M +101,096 +4,004%
BBA
242
Braun-Bostich & Associates
Pennsylvania
$10.1M +$837K +8,677 +9%
FGA
243
Fortis Group Advisors
New Jersey
$10.1M +$3.59M +37,222 +57%
FFA
244
Farther Finance Advisors
California
$10M +$2.06M +21,370 +26%
AWM
245
Axxcess Wealth Management
California
$9.99M +$4.44M +46,034 +83%
DC
246
Davenport & Co
Virginia
$9.98M +$1.26M +13,086 +15%
FIA
247
FPC Investment Advisory
California
$9.88M +$195K +2,017 +2%
BWS
248
Buck Wealth Strategies
Colorado
$9.82M -$161K -1,672 -2%
CCM
249
Cinctive Capital Management
New York
$9.81M +$2.89M +30,000 +43%
AWAU
250
Alliance Wealth Advisors (Utah)
Utah
$9.64M +$9.48M +98,286 New