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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
251
Summit X LLC
Missouri
$7.89M +$784K +8,604 +11%
CFIA
252
Cantor Fitzgerald Investment Advisors
New York
$7.89M +$647K +7,097 +9%
HNB
253
Huntington National Bank
Ohio
$7.85M
AWM
254
Avitas Wealth Management
California
$7.84M -$90.7K -995 -1%
AI
255
Arvest Investments
Arkansas
$7.84M +$85K +933 +1%
RWM
256
Refined Wealth Management
Utah
$7.77M +$94.5K +1,037 +1%
CA
257
Cambridge Associates
Massachusetts
$7.66M
IWA
258
Icon Wealth Advisors
Texas
$7.65M +$338K +3,704 +5%
AWA
259
Arete Wealth Advisors
Illinois
$7.64M +$360K +3,953 +5%
VFG
260
V2 Financial group
Illinois
$7.55M +$14.2K +156 +0.2%
HI
261
Horizon Investments
North Carolina
$7.5M -$2.14M -23,452 -22%
SWP
262
ShoreHaven Wealth Partners
New Jersey
$7.47M +$723K +7,931 +11%
IGAM
263
iA Global Asset Management
Quebec, Canada
$7.44M +$3.32M +36,387 +81%
B
264
Birchbrook
Maine
$7.41M +$155K +1,701 +2%
VWM
265
Venturi Wealth Management
Texas
$7.41M +$318K +3,489 +5%
CCA
266
Cadent Capital Advisors
Oklahoma
$7.4M -$459K -5,036 -6%
GI
267
GLOBALT Investments
Georgia
$7.35M +$1.44M +15,825 +25%
FFA
268
Farther Finance Advisors
California
$7.28M +$966K +10,606 +15%
BRG
269
Bay Rivers Group
Virginia
$7.21M +$1.42M +15,602 +25%
NFG
270
Northeast Financial Group
Pennsylvania
$7.08M -$214K -2,345 -3%
FMTCOCP
271
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.99M +$246K +2,703 +4%
SPIA
272
Steward Partners Investment Advisory
New York
$6.94M -$7.3M -80,067 -51%
SW
273
SteelPeak Wealth
California
$6.92M +$799K +8,774 +13%
IWC
274
Integrated Wealth Concepts
Massachusetts
$6.86M -$9.34M -102,477 -58%
FM
275
Foster & Motley
Ohio
$6.83M +$231K +2,540 +4%