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iShares 20+ Year Treasury Bond ETF

869 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 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
251
Independent Financial Group
California
$5.63M +$1.41M +13,610 +33%
GWM
252
Geneos Wealth Management
Colorado
$5.59M +$3.2M +30,870 +132%
HT
253
Headlands Technologies
Illinois
$5.54M +$3.94M +37,952 +239%
Franklin Resources
254
Franklin Resources
California
$5.53M +$766K +7,383 +16%
PWG
255
Portside Wealth Group
Utah
$5.46M +$5.5M +53,065 New
CCMW
256
Cypress Capital Management (Wyoming)
Wyoming
$5.46M +$1.22M +11,728 +28%
PWAC
257
Private Wealth Advisors (California)
California
$5.44M +$107K +1,033 +2%
Optiver Holding
258
Optiver Holding
Netherlands
$5.23M -$13.9M -133,944 -73%
MFP
259
Meridian Financial Partners
Virginia
$5.21M +$5.32M +51,262 New
I
260
INVST
Indiana
$5.21M +$166K +1,603 +3%
BTI
261
Blue Trust Inc
Georgia
$5.19M -$4.23M -40,797 -46%
BIP
262
Blue Investment Partners
California
$5.15M +$2.98M +28,757 +135%
TCCM
263
Timber Creek Capital Management
Massachusetts
$5.12M +$506K +4,874 +11%
MA
264
Mutual Advisors
Nebraska
$5.07M +$3.62M +34,893 +243%
DWM
265
Dakota Wealth Management
Florida
$5.03M +$5.07M +48,889 New
FIM
266
FWL Investment Management
Texas
$5.03M +$5.07M +48,848 New
DADC
267
D.A. Davidson & Co
Montana
$4.97M +$458K +4,417 +10%
WP
268
WealthSource Partners
California
$4.96M -$146K -1,407 -3%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$4.93M +$325K +3,134 +7%
NYLIM
270
New York Life Investment Management
New York
$4.92M +$4.96M +47,821 New
NL
271
NVWM LLC
Pennsylvania
$4.91M +$937K +9,032 +23%
IWC
272
Integrated Wealth Concepts
Massachusetts
$4.9M -$2.34M -22,585 -32%
CCM
273
Crabel Capital Management
California
$4.89M +$1.01M +9,781 +26%
QFA
274
Quattro Financial Advisors
Texas
$4.78M +$3.27M +31,478 +211%
Renaissance Technologies
275
Renaissance Technologies
New York
$4.75M -$13.7M -132,442 -74%