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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
251
Rehmann Capital Advisory Group
Michigan
$7.36M +$722K +7,629 +11%
SXL
252
Summit X LLC
Missouri
$7.32M -$713K -7,533 -9%
VWM
253
Venturi Wealth Management
Texas
$7.31M +$502K +5,306 +7%
DC
254
Davenport & Co
Virginia
$7.29M +$1.3M +13,763 +22%
FFM
255
Fullerton Fund Management
Singapore
$7.29M +$575K +6,080 +9%
IWA
256
Icon Wealth Advisors
Texas
$7.29M -$1.24M -13,124 -15%
AWA
257
Arete Wealth Advisors
Illinois
$7.24M +$436K +4,763 +6%
FGA
258
Fortis Group Advisors
New Jersey
$7.2M +$6.76M +71,444 +1,543%
KFAA
259
Klaas Financial Asset Advisors
Illinois
$7.19M +$210K +2,218 +3%
FA
260
Fermata Advisors
California
$7.12M -$4.33M -45,743 -38%
EWM
261
Elevatus Welath Management
New York
$7.1M -$6.63M -70,036 -48%
NL
262
NVWM LLC
Pennsylvania
$7.1M +$1.44M +15,256 +26%
SM
263
Scoggin Management
New York
$7.1M +$2.37M +25,000 +50%
SBLIC
264
Security Benefit Life Insurance Company
Kansas
$7.02M
SWP
265
ShoreHaven Wealth Partners
New Jersey
$6.95M +$1.03M +10,888 +17%
FMTCOCP
266
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.95M +$6.93M +73,226 +28,382%
BI
267
Bramshill Investments
Florida
$6.95M +$6.73M +71,101 +3,063%
WCWM
268
Wooster Corthell Wealth Management
Connecticut
$6.85M +$199K +2,102 +3%
FM
269
Foster & Motley
Ohio
$6.8M +$875K +9,244 +15%
OWA
270
One Wealth Advisors
California
$6.78M -$613K -6,476 -8%
CFGS
271
Concourse Financial Group Securities
Alabama
$6.74M -$1.26M -13,290 -16%
EH
272
Equitable Holdings
New York
$6.66M +$739K +7,813 +12%
LWM
273
Liberty Wealth Management
California
$6.65M +$470K +4,958 +8%
First Trust Advisors
274
First Trust Advisors
Illinois
$6.62M -$1.28M -13,548 -16%
FFA
275
Farther Finance Advisors
California
$6.52M +$1.38M +14,958 +27%