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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

772 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 305 increasing their positions, 233 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+41
Holders Change %
+5.61%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.36%
New
179
Increased
305
Reduced
233
Closed
120
Calls
$8.62B
Puts
$4.86B
Net Calls
+$3.76B
Net Calls Change
-$683M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.82B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.87B
3
UBS Group
3
UBS Group
Switzerland
$532M
4
Rafferty Asset Management
4
Rafferty Asset Management
New York
$528M
5
Goldman Sachs
5
Goldman Sachs
New York
$392M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$29.5M
2
Jane Street
2
Jane Street
New York
$13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$181M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.1B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
251
Vident Investment Advisory
Georgia
$3.56M +$3.56M +35,728 New
NA
252
NewEdge Advisors
Louisiana
$3.55M +$438K +11,636 +14%
DADC
253
D.A. Davidson & Co
Montana
$3.51M +$3.51M +35,236 New
Corient Private Wealth
254
Corient Private Wealth
Florida
$3.46M +$3.46M +34,785 New
TMC
255
Trellus Management Company
Florida
$3.42M -$1.69M -17,000 -33%
MWPCG
256
Measured Wealth Private Client Group
New Hampshire
$3.37M +$661K +6,638 +24%
CLOS
257
Compagnie Lombard Odier SCmA
Switzerland
$3.35M -$460K -4,620 -12%
CA
258
CoreCap Advisors
Michigan
$3.32M -$1.76M -17,723 -35%
BCM
259
Boltwood Capital Management
California
$3.3M +$701K +7,043 +27%
SWP
260
ShoreHaven Wealth Partners
New Jersey
$3.28M -$3.04M -30,516 -48%
SMFG
261
Sumitomo Mitsui Financial Group
Japan
$3.26M +$1.17M +11,763 +56%
JW
262
Jenkins Wealth
Colorado
$3.22M +$3.22M +32,359 New
HSBC Holdings
263
HSBC Holdings
United Kingdom
$3.21M +$470K +1,464 +17%
SW
264
SteelPeak Wealth
California
$3.2M +$2.87M +28,809 +875%
USCWA
265
U.S. Capital Wealth Advisors
Texas
$3.16M -$1.11M -11,169 -26%
AAS
266
Avantax Advisory Services
Texas
$3.13M +$1.49M +14,930 +91%
TSS
267
Two Sigma Securities
New York
$3.12M +$2.87M +28,797 +1,144%
WQ
268
Wealth Quarterback
New Jersey
$3.12M +$3.12M +31,308 New
National Bank of Canada
269
National Bank of Canada
Quebec, Canada
$3.11M -$2.66M -26,705 -46%
MWM
270
Maripau Wealth Management
Indiana
$3.1M +$106K +980 +4%
FAM
271
Forte Asset Management
New York
$3.02M +$3.02M +30,365 New
BBP
272
Banco BTG Pactual
Brazil
$2.99M +$2.99M +30,000 New
JCM
273
J2 Capital Management
Michigan
$2.94M +$2.14M +21,535 +271%
CFC
274
Client First Capital
California
$2.91M -$520K -5,220 -15%
AG
275
Ascent Group
Virginia
$2.89M +$2.61M +26,202 +922%
9 10
11
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