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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,201 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 430 increasing their positions, 449 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+29
Holders Change %
+2.47%
% of All Funds
15.99%
Holding in Top 10
102
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-19.69%
% of All Funds
1.36%
New
242
Increased
430
Reduced
449
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
1
Capula Management
Cayman Islands
$456M
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$195M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$635M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.8B
2
Bank of America
2
Bank of America
North Carolina
$6.92B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$271M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$18.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$942M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFAA
251
Klaas Financial Asset Advisors
Illinois
$8.22M +$270K +3,093 +3%
FFA
252
Farther Finance Advisors
California
$8.22M -$725K -8,303 -8%
TSS
253
Two Sigma Securities
New York
$8.2M +$6.24M +71,402 +318%
CIAS
254
CFS Investment Advisory Services
New Jersey
$8.19M +$389K +4,458 +5%
FIA
255
FPC Investment Advisory
California
$8.11M -$1.03M -11,730 -11%
PA
256
Persium Advisors
Georgia
$8.08M +$8.08M +92,518 New
SF
257
Summit Financial
New Jersey
$8.08M -$3.23M -37,020 -29%
RFS
258
Retirement Financial Solutions
Tennessee
$8.08M -$55.5K -636 -0.7%
SSA
259
Schonfeld Strategic Advisors
New York
$7.98M +$6.2M +70,975 +348%
USWG
260
U.S. Wealth Group
New York
$7.92M +$7.92M +90,696 New
TWC
261
TD Waterhouse Canada
Ontario, Canada
$7.91M -$6.91M -79,178 -47%
SBLIC
262
Security Benefit Life Insurance Company
Kansas
$7.86M +$1.38M +15,800 +21%
SI
263
Stephens Inc
Arkansas
$7.85M -$4.31M -49,339 -35%
FWM
264
FFT Wealth Management
Pennsylvania
$7.84M +$7.84M +89,751 New
HNW
265
High Note Wealth
Minnesota
$7.78M +$6.56M +75,149 +537%
AWM
266
Avitas Wealth Management
California
$7.74M +$141K +1,618 +2%
HWA
267
Heartwood Wealth Advisors
Virginia
$7.72M -$5.85K -67 -0.1%
ODIJL
268
One Day In July LLC
Vermont
$7.72M +$175K +2,005 +2%
CCA
269
Checchi Capital Advisers
California
$7.56M +$1.47M +16,820 +24%
CNBT
270
Canandaigua National Bank & Trust
New York
$7.55M -$2.46M -28,182 -25%
ODFS
271
O'Donnell Financial Services
California
$7.5M -$2.73M -29,556 -27%
RWM
272
Refined Wealth Management
Utah
$7.5M -$21.9K -251 -0.3%
FSC
273
Full Sail Capital
Oklahoma
$7.39M +$1.43M +16,409 +24%
Marshall Wace
274
Marshall Wace
United Kingdom
$7.36M +$4.45M +50,900 +153%
DC
275
Davenport & Co
Virginia
$7.33M -$1.55M -17,772 -17%
9 10
11
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