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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
251
B. Riley Wealth Advisors
Florida
$6.01M +$4.7M +52,985 +360%
XS
252
XR Securities
Illinois
$5.99M +$5.99M +67,527 New
TJHA
253
Thomas J. Herzfeld Advisors
Florida
$5.99M +$5.99M +67,500 New
CS
254
Comerica Securities
Michigan
$5.92M +$5.92M +66,695 New
TCCM
255
Timber Creek Capital Management
Massachusetts
$5.89M +$1.48M +16,722 +34%
AWM
256
Axxcess Wealth Management
California
$5.81M -$7.13M -80,351 -55%
SWP
257
ShoreHaven Wealth Partners
New Jersey
$5.8M +$764K +8,617 +15%
GWM
258
Geneos Wealth Management
Colorado
$5.79M +$973K +10,973 +20%
CCA
259
Cadent Capital Advisors
Oklahoma
$5.79M +$5.79M +65,234 New
FS
260
Ferguson Shapiro
Georgia
$5.74M +$132K +1,483 +2%
CC
261
Carlson Capital
Texas
$5.7M +$5.7M +64,300 New
VFG
262
V2 Financial group
Illinois
$5.67M +$4.57M +51,557 +416%
WCWM
263
Wooster Corthell Wealth Management
Connecticut
$5.58M +$677K +7,633 +14%
FM
264
Foster & Motley
Ohio
$5.51M +$1.51M +17,076 +38%
TIAA Trust, National Association
265
TIAA Trust, National Association
North Carolina
$5.44M +$5.44M +61,375 New
LWM
266
Liberty Wealth Management
California
$5.44M +$4.57M +51,555 +522%
BWM
267
Brown Wealth Management
Illinois
$5.34M +$5.34M +60,240 New
MWPCG
268
Measured Wealth Private Client Group
New Hampshire
$5.33M +$365K +4,112 +7%
RP
269
Regal Partners
Australia
$5.32M +$5.32M +60,000 New
BFA
270
BBJS Financial Advisors
Washington
$5.18M +$5.18M +58,408 New
AIA
271
Alternative Investment Advisors
Florida
$5.17M +$5.17M +58,254 New
PAM
272
Peak Asset Management
Colorado
$5.15M -$2.66M -30,045 -34%
HWA
273
HCR Wealth Advisors
California
$5.14M -$778K -8,770 -13%
PFA
274
Pettinga Financial Advisors
Indiana
$5.13M +$3.95M +44,560 +335%
FHC
275
First Heartland Consultants
Missouri
$5.12M -$3.09M -34,823 -38%