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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
WFI
251
West Family Investments
California
$8.7M
SB
252
Strategic Blueprint
Georgia
$8.61M +$3.76M +38,063 +78%
GWM
253
GDS Wealth Management
Texas
$8.47M +$8.47M +85,658 New
JIR
254
James Investment Research
Ohio
$8.46M +$960K +9,708 +13%
AWM
255
Avitas Wealth Management
California
$8.43M +$8.43M +85,277 New
SXL
256
Summit X LLC
Missouri
$8.39M +$235K +2,374 +3%
CFGS
257
Concourse Financial Group Securities
Alabama
$8.35M -$350K -3,535 -4%
First Trust Advisors
258
First Trust Advisors
Illinois
$8.26M -$23K -233 -0.3%
VFG
259
V2 Financial group
Illinois
$8.25M +$1.92M +19,452 +30%
BAM
260
Belpointe Asset Management
Nevada
$8M +$5.45M +55,076 +213%
RFM
261
Royal Fund Management
Florida
$7.98M +$7.98M +80,669 New
GWA
262
GGM Wealth Advisors
Maryland
$7.95M +$3.7M +39,437 +87%
CFIA
263
Cantor Fitzgerald Investment Advisors
New York
$7.93M +$7.93M +80,163 New
HWA
264
Heartwood Wealth Advisors
Virginia
$7.9M +$7.9M +79,866 New
EFG
265
Ethos Financial Group
Pennsylvania
$7.88M +$7.47M +75,562 +1,827%
Wealth Enhancement Advisory Services
266
Wealth Enhancement Advisory Services
Minnesota
$7.85M +$2.73M +27,577 +53%
RWM
267
Refined Wealth Management
Utah
$7.81M +$182K +1,837 +2%
OWA
268
One Wealth Advisors
California
$7.72M +$451K +4,561 +6%
AFS
269
AFG Fiduciary Services
Massachusetts
$7.71M -$4.7M -48,330 -38%
RFS
270
Retirement Financial Solutions
Tennessee
$7.68M +$7.68M +77,676 New
DIM
271
Delta Investment Management
California
$7.67M +$7.67M +77,578 New
FSC
272
Full Sail Capital
Oklahoma
$7.56M -$5.3M -53,560 -41%
Financial Engines Advisors
273
Financial Engines Advisors
California
$7.52M +$7.16M +72,448 +2,023%
CM
274
Capula Management
Cayman Islands
$7.42M +$7.42M +75,000 New
OMC
275
Old Mission Capital
Illinois
$7.4M -$14.8M -150,118 -67%