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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

620 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 273 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+34
Holders Change %
+5.8%
% of All Funds
12.54%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.56%
New
97
Increased
273
Reduced
192
Closed
57
Calls
$4.06B
Puts
$7.54B
Net Calls
-$3.48B
Net Calls Change
-$3.38B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
2
UBS Group
UBS Group
Switzerland
$934M
3
Barclays
Barclays
United Kingdom
$807M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$483M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$542M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.38B
2
BAM
BTS Asset Management
Massachusetts
$0
3
BlackRock
BlackRock
New York
$383M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$169M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
251
Foundations Investment Advisors
Arizona
$2.07M -$792K -4,868 -28%
CGFA
252
Colton Groome Financial Advisors
North Carolina
$2.05M -$832K -5,094 -29%
AAS
253
Avantax Advisory Services
Texas
$2.05M +$297K +1,821 +17%
FEM
254
Fulcrum Equity Management
Texas
$2.03M +$1.47M +9,000 +262%
EF
255
Empirical Finance
Pennsylvania
$2.03M +$499K +3,056 +33%
LWP
256
Legacy Wealth Partners
California
$1.97M -$680K -4,164 -26%
IC
257
Innealta Capital
Texas
$1.97M -$1.29M -7,931 -40%
CCM
258
Crabel Capital Management
California
$1.95M +$1.16M +7,128 +148%
BFIC
259
Bedell Frazier Investment Counselling
California
$1.92M -$155K -950 -7%
BWA
260
Beam Wealth Advisors
Louisiana
$1.91M +$40.2K +246 +2%
IFS
261
Ifrah Financial Services
Arkansas
$1.9M -$13.2K -81 -0.7%
OAP
262
One Advisory Partners
Kansas
$1.89M +$84.3K +516 +5%
MCM
263
Makena Capital Management
California
$1.87M -$26.3K -161 -1%
VCA
264
Verdence Capital Advisors
Maryland
$1.83M +$942K +5,772 +106%
VHAM
265
Van Hulzen Asset Management
California
$1.83M -$4.73K -29 -0.3%
KCM
266
Kornitzer Capital Management
Kansas
$1.81M +$284K +1,740 +19%
KPWS
267
Kestra Private Wealth Services
Texas
$1.81M +$1.81M +11,075 New
Schroder Investment Management Group
268
Schroder Investment Management Group
United Kingdom
$1.79M +$1.79M +11,000 New
LA
269
LVW Advisors
New York
$1.76M +$14K +86 +0.8%
IA
270
IndexIQ Advisors
New York
$1.76M -$1.32M -8,060 -43%
HNB
271
Huntington National Bank
Ohio
$1.74M -$1.91M – –
MWA
272
Meridian Wealth Advisors
Texas
$1.65M +$77.1K +472 +5%
AF
273
Affiance Financial
Minnesota
$1.65M +$191K +1,171 +13%
SCA
274
Snowden Capital Advisors
New York
$1.65M -$73.8K -452 -4%
CC
275
Copperleaf Capital
North Carolina
$1.64M -$121K -743 -7%
9 10
11
12 13