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iShares 20+ Year Treasury Bond ETF

731 hedge funds and large institutions have $17.8B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 324 increasing their positions, 204 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+36
Holders Change %
+5.18%
% of All Funds
12.64%
Holding in Top 10
82
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.8%
% of All Funds
1.42%
New
134
Increased
324
Reduced
204
Closed
91
Calls
$8.48B
Puts
$4.04B
Net Calls
+$4.45B
Net Calls Change
+$2.58B
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$2.29M +$1.24M +12,057 +117%
MWM
277
Moulton Wealth Management
Washington
$2.29M -$13.6M -132,956 -86%
CFAM
278
Center For Asset Management
Florida
$2.28M +$2.28M +22,266 New
SFA
279
Source Financial Advisors
New York
$2.27M +$1.55M +15,141 +216%
OPOWM
280
One Plus One Wealth Management
Florida
$2.26M +$2.26M +22,027 New
SWM
281
Shelton Wealth Management
Texas
$2.26M +$6.76K +66 +0.3%
JIR
282
James Investment Research
Ohio
$2.25M +$547K +5,342 +32%
UCFA
283
United Capital Financial Advisors
Texas
$2.24M +$25.2K +246 +1%
ACP
284
Aveo Capital Partners
Colorado
$2.23M -$17.8K -174 -0.8%
RAM
285
Riggs Asset Management
Pennsylvania
$2.22M +$2.22M +21,709 New
MFG
286
Merit Financial Group
Georgia
$2.16M +$246K +2,403 +13%
KPWS
287
Kestra Private Wealth Services
Texas
$2.16M -$273K -2,667 -11%
TCA
288
Transcend Capital Advisors
New Jersey
$2.15M +$1.21M +11,813 +129%
SMFG
289
Sumitomo Mitsui Financial Group
Japan
$2.15M +$789K +7,700 +58%
AWM
290
Axxcess Wealth Management
California
$2.14M -$191K -1,863 -8%
PFA
291
Pettinga Financial Advisors
Indiana
$2.11M -$555K -5,420 -21%
CG
292
Colony Group
Massachusetts
$2.1M +$2.1M +20,450 New
SAM
293
SignalPoint Asset Management
Missouri
$2.08M -$60.3K -589 -3%
SS
294
Sunbelt Securities
Texas
$2.05M +$319K +3,118 +18%
JG
295
Jefferies Group
New York
$2.05M +$2.05M +19,977 New
SFS
296
Sowell Financial Services
Arkansas
$2.05M +$2.05M +19,973 New
SWP
297
Strategic Wealth Partners
Ohio
$2.03M +$183K +1,788 +10%
TW
298
TrinityPoint Wealth
Connecticut
$2.01M +$1.2M +11,751 +150%
PP
299
Pacifica Partners
Canada
$2M -$889K -8,461 -31%
OWA
300
One Wealth Advisors
California
$1.99M +$1.34M +13,117 +209%