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iShares 20+ Year Treasury Bond ETF

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
251
Transamerica Financial Advisors
Florida
$9.37M +$4.03M +41,045 +75%
PP
252
Paloma Partners
Connecticut
$9.32M
Creative Planning
253
Creative Planning
Kansas
$9.18M +$76.6K +781 +0.8%
AIP
254
Almanack Investment Partners
Pennsylvania
$9.15M +$8.82M +89,878 +2,617%
RFS
255
Retirement Financial Solutions
Tennessee
$9.13M +$68.3K +696 +0.8%
SWP
256
ShoreHaven Wealth Partners
New Jersey
$9.12M +$1.13M +11,527 +14%
I
257
INVST
Indiana
$9.07M -$3.3M -33,677 -27%
AF
258
Alerus Financial
North Dakota
$9.06M +$95K +968 +1%
EFG
259
Ethos Financial Group
Pennsylvania
$9.03M +$270K +2,748 +3%
KFAA
260
Klaas Financial Asset Advisors
Illinois
$8.93M +$102K +1,039 +1%
FMTCOCP
261
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8.92M +$1.45M +14,763 +19%
SHJ
262
Sharkey, Howes & Javer
Colorado
$8.83M -$1.44M -14,680 -14%
CIAS
263
CFS Investment Advisory Services
New Jersey
$8.77M -$508K -5,181 -5%
HWA
264
Heartwood Wealth Advisors
Virginia
$8.68M +$86.3K +880 +1%
Principal Financial Group
265
Principal Financial Group
Iowa
$8.66M +$2.71M +27,586 +45%
AWM
266
Avitas Wealth Management
California
$8.54M +$155K +1,585 +2%
AWA
267
Adapt Wealth Advisors
Georgia
$8.51M +$2.18M +22,173 +34%
ODIJL
268
One Day In July LLC
Vermont
$8.47M -$2.92M -29,716 -26%
RWM
269
Refined Wealth Management
Utah
$8.45M +$138K +1,406 +2%
HI
270
Horizon Investments
North Carolina
$8.38M +$358K +3,670 +4%
AI
271
Arvest Investments
Arkansas
$8.32M -$63.2K -644 -0.8%
HNB
272
Huntington National Bank
Ohio
$8.24M -$7.85M
Balyasny Asset Management
273
Balyasny Asset Management
Illinois
$8.19M -$23.8M -242,216 -74%
PCM
274
Presidio Capital Management
California
$8.19M +$8.19M +83,491 New
CA
275
Cambridge Associates
Massachusetts
$8.19M