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iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
276
Ausdal Financial Partners
Iowa
$2.89M -$246K -2,438 -8%
SIA
277
Soltis Investment Advisors
Utah
$2.89M -$101K -1,003 -3%
CAG
278
Csenge Advisory Group
Florida
$2.88M +$976K +9,682 +50%
Betterment LLC
279
Betterment LLC
New York
$2.88M -$1.33M -13,188 -31%
IA
280
IFP Advisors
Florida
$2.87M -$2.79M -27,725 -55%
HJMC
281
Hellman Jordan Management Company
Massachusetts
$2.8M +$122K +1,206 +4%
IWA
282
Icon Wealth Advisors
Texas
$2.77M -$344K -3,413 -11%
MHS
283
M Holdings Securities
Oregon
$2.73M -$234K -2,321 -8%
DWA
284
Dorsey Wright & Associates
California
$2.69M +$2.72M +26,986 New
WS
285
Wedbush Securities
California
$2.62M +$203K +2,019 +8%
FA
286
Fermata Advisors
California
$2.61M +$245K +2,435 +10%
SGI
287
Summit Global Investments
Utah
$2.61M +$2.64M +26,216 New
EFG
288
Erickson Financial Group
Pennsylvania
$2.58M +$2.61M +25,906 New
Mariner
289
Mariner
Kansas
$2.52M +$1.55M +15,342 +154%
ACM
290
Antonetti Capital Management
Florida
$2.5M -$302K -3,000 -11%
FPCP
291
Fort Point Capital Partners
California
$2.49M -$1.13M -11,238 -31%
VC
292
Vision Capital
Ontario, Canada
$2.48M -$2.52M -25,046 -50%
BCM
293
Basswood Capital Management
New York
$2.48M
LG
294
Leuthold Group
Minnesota
$2.47M +$200K +1,981 +9%
OPS
295
Orion Portfolio Solutions
Nebraska
$2.47M +$1.44M +14,271 +136%
SB
296
Strategic Blueprint
Georgia
$2.47M +$2.01M +19,988 +417%
ACM
297
Alethea Capital Management
Washington
$2.46M
PPW
298
Parcion Private Wealth
Washington
$2.46M +$2.49M +24,692 New
KA
299
Kovack Advisors
Florida
$2.44M +$2.47M +24,506 New
RC
300
Rovin Capital
Arizona
$2.43M +$1.91M +18,964 +349%