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iShares 20+ Year Treasury Bond ETF

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B
Name Holding Trade Value Shares
Change
Shares
Change %
BCMLT
226
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9M +$10.8M +110,049 +10,190%
ODFS
227
O'Donnell Financial Services
California
$10.9M +$10.9M +110,689 New
MA
228
Mutual Advisors
Nebraska
$10.7M -$604K -6,514 -5%
VAS
229
Vestmark Advisory Solutions
Massachusetts
$10.6M -$188K -1,912 -2%
Corient Private Wealth
230
Corient Private Wealth
Florida
$10.6M +$5.58M +56,894 +112%
CFD
231
Creative Financial Designs
Indiana
$10.5M +$7.36K +75 +0.1%
PWM
232
Perigon Wealth Management
California
$10.4M +$6.01M +61,304 +137%
JCM
233
Janney Capital Management
Pennsylvania
$10.3M -$345K -3,517 -3%
WAM
234
Worth Asset Management
Texas
$10.3M +$10.3M +104,862 New
ACM
235
Arlington Capital Management
Illinois
$10.2M +$507K +5,168 +5%
IWP
236
Innova Wealth Partners
Pennsylvania
$10.2M +$9.25M +94,296 +969%
EDRH
237
Edmond de Rothschild Holding
Switzerland
$10.2M +$10.2M +103,840 New
FEG
238
Fund Evaluation Group
Ohio
$10.2M +$9.92M +101,096 +4,004%
BBA
239
Braun-Bostich & Associates
Pennsylvania
$10.1M +$851K +8,677 +9%
FGA
240
Fortis Group Advisors
New Jersey
$10.1M +$3.65M +37,222 +57%
FFA
241
Farther Finance Advisors
California
$10M +$2.1M +21,370 +26%
AWM
242
Axxcess Wealth Management
California
$9.99M +$4.52M +46,034 +83%
DC
243
Davenport & Co
Virginia
$9.98M +$1.28M +13,086 +15%
FIA
244
FPC Investment Advisory
California
$9.88M +$191K +2,017 +2%
BWS
245
Buck Wealth Strategies
Colorado
$9.82M -$164K -1,672 -2%
CCM
246
Cinctive Capital Management
New York
$9.81M +$2.94M +30,000 +43%
AWAU
247
Alliance Wealth Advisors (Utah)
Utah
$9.64M +$9.64M +98,286 New
MBTD
248
Mechanics Bank - Trust Department
California
$9.48M -$1.45M -14,824 -13%
BCM
249
Basswood Capital Management
New York
$9.43M
CFIA
250
Cantor Fitzgerald Investment Advisors
New York
$9.42M +$993K +10,125 +12%