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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,201 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 430 increasing their positions, 449 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+29
Holders Change %
+2.47%
% of All Funds
15.99%
Holding in Top 10
102
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-19.69%
% of All Funds
1.36%
New
242
Increased
430
Reduced
449
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
1
Capula Management
Cayman Islands
$456M
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$195M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$635M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.8B
2
Bank of America
2
Bank of America
North Carolina
$6.92B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$271M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$18.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$942M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
226
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9.34M +$1.4M +16,038 +18%
TIA
227
Traphagen Investment Advisors
New Jersey
$9.33M +$8.03M +91,937 +615%
IWC
228
Integrated Wealth Concepts
Massachusetts
$9.18M +$3.12M +35,722 +51%
TIM
229
Timelo Investment Management
Ontario, Canada
$9.17M +$9.17M +105,000 New
NYLIM
230
New York Life Investment Management
New York
$9.1M +$4.22M +48,344 +87%
GSC
231
Ground Swell Capital
South Carolina
$9.02M -$8.06M -92,310 -47%
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$8.89M -$12.2M -139,292 -58%
Focus Partners Wealth
233
Focus Partners Wealth
Massachusetts
$8.79M +$3.87M +44,263 +78%
Creative Planning
234
Creative Planning
Kansas
$8.78M +$607K +6,949 +7%
Comerica Bank
235
Comerica Bank
Texas
$8.77M -$5.72M -65,446 -39%
RWM
236
Rezny Wealth Management
Florida
$8.73M +$3.45M +39,548 +65%
SFM
237
Soros Fund Management
New York
$8.73M +$8.73M +100,000 New
SWP
238
Stratos Wealth Partners
Ohio
$8.72M -$11.5M -131,904 -57%
KWM
239
Kingsview Wealth Management
Oregon
$8.71M -$4.12M -47,207 -32%
I
240
INVST
Indiana
$8.64M +$566K +6,481 +7%
JCM
241
Janney Capital Management
Pennsylvania
$8.59M -$564K -6,454 -6%
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$8.51M -$4.69M -53,662 -36%
AF
243
Alerus Financial
North Dakota
$8.51M +$447K +5,117 +6%
BCM
244
Basswood Capital Management
New York
$8.4M – – –
BBA
245
Braun-Bostich & Associates
Pennsylvania
$8.37M -$646K -7,397 -7%
FNC
246
First National Corp
Massachusetts
$8.35M -$2.06M -23,533 -20%
DAS
247
Dynamic Advisor Solutions
Arizona
$8.34M -$3.37M -38,552 -29%
Toronto Dominion Bank
248
Toronto Dominion Bank
Ontario, Canada
$8.33M +$4.2M +48,102 +102%
WA
249
Waverly Advisors
Alabama
$8.3M +$1.28M +14,666 +18%
MTIM
250
Marathon Trading Investment Management
Pennsylvania
$8.25M +$6.83M +78,212 +482%
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