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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$1.37B
4
Citigroup
4
Citigroup
New York
$610M
5
UBS Group
5
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$210M
2
SWG
2
Summit Wealth Group
Vermont
$2.04M
3
AWM
3
AE Wealth Management
Kansas
$122M
4
PP
4
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
251
Geneos Wealth Management
Colorado
$5.59M +$3.18M +30,870 +132%
HT
252
Headlands Technologies
Illinois
$5.54M +$3.91M +37,952 +239%
Franklin Resources
253
Franklin Resources
California
$5.53M +$760K +7,383 +16%
PWG
254
Portside Wealth Group
Utah
$5.46M +$5.46M +53,065 New
CCMW
255
Cypress Capital Management (Wyoming)
Wyoming
$5.46M +$1.21M +11,728 +28%
PWAC
256
Private Wealth Advisors (California)
California
$5.44M +$106K +1,033 +2%
Optiver Holding
257
Optiver Holding
Netherlands
$5.23M -$13.8M -133,944 -73%
MFP
258
Meridian Financial Partners
Virginia
$5.21M +$5.21M +51,262 New
I
259
INVST
Indiana
$5.21M +$165K +1,603 +3%
BTI
260
Blue Trust Inc
Georgia
$5.19M -$4.34M -40,797 -46%
BIP
261
Blue Investment Partners
California
$5.15M +$2.96M +28,757 +135%
TCCM
262
Timber Creek Capital Management
Massachusetts
$5.12M +$502K +4,874 +11%
MA
263
Mutual Advisors
Nebraska
$5.07M +$3.59M +34,893 +243%
DWM
264
Dakota Wealth Management
Florida
$5.03M +$5.03M +48,889 New
FIM
265
FWL Investment Management
Texas
$5.03M +$5.03M +48,848 New
DADC
266
D.A. Davidson & Co
Montana
$4.97M +$455K +4,417 +10%
WP
267
WealthSource Partners
California
$4.96M -$145K -1,407 -3%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$4.93M +$323K +3,134 +7%
NYLIM
269
New York Life Investment Management
New York
$4.92M +$4.92M +47,821 New
NL
270
NVWM LLC
Pennsylvania
$4.91M +$930K +9,032 +23%
IWC
271
Integrated Wealth Concepts
Massachusetts
$4.9M -$2.32M -22,585 -32%
CCM
272
Crabel Capital Management
California
$4.89M +$1.01M +9,781 +26%
QFA
273
Quattro Financial Advisors
Texas
$4.78M +$3.24M +31,478 +211%
Renaissance Technologies
274
Renaissance Technologies
New York
$4.75M -$13.6M -132,442 -74%
TAM
275
TCP Asset Management
Ohio
$4.74M +$4.74M +46,059 New
9 10
11
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