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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$1.37B
4
Citigroup
4
Citigroup
New York
$610M
5
UBS Group
5
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$210M
2
SWG
2
Summit Wealth Group
Vermont
$2.04M
3
AWM
3
AE Wealth Management
Kansas
$122M
4
PP
4
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
276
Allworth Financial
California
$4.74M -$169K -1,641 -3%
FM
277
Foster & Motley
Ohio
$4.63M +$4.39M +42,617 +1,797%
JWM
278
Jessup Wealth Management
Ohio
$4.63M +$4.63M +44,970 New
VFPI
279
Vantage Financial Partners (Illinois)
Illinois
$4.63M +$4.63M +44,940 New
SWM
280
Spire Wealth Management
Virginia
$4.6M +$1.75M +16,980 +61%
SXL
281
Summit X LLC
Missouri
$4.55M -$44.1K -428 -1%
FA
282
FDx Advisors
Illinois
$4.55M +$586K +5,696 +15%
BAM
283
Belpointe Asset Management
Nevada
$4.54M -$3.94M -38,231 -46%
AFG
284
ABLE Financial Group
Arizona
$4.53M +$2.26M +21,929 +99%
BC
285
Brookfield Corp
Ontario, Canada
$4.47M -$4.13M -40,130 -48%
GAG
286
Goodman Advisory Group
Massachusetts
$4.4M -$4.46M -43,305 -50%
CL
287
Choreo LLC
Illinois
$4.34M -$89.8K -872 -2%
BCP
288
Berkeley Capital Partners
Georgia
$4.32M -$101K -985 -2%
LA
289
Latitude Advisors
Florida
$4.32M +$833K +8,089 +24%
SPC
290
Sigma Planning Corp
Michigan
$4.3M -$1.91M -18,529 -31%
CS
291
Credit Suisse
Switzerland
$4.15M -$3.31M -32,143 -44%
Corient Private Wealth
292
Corient Private Wealth
Florida
$4.15M +$125K +1,219 +3%
BOSSRA
293
B.O.S.S. Retirement Advisors
Utah
$4.13M +$52.3K +508 +1%
CFG
294
Citizens Financial Group
Rhode Island
$4.13M +$236K +2,297 +6%
TAM
295
Terrapin Asset Management
Florida
$4.12M +$4.12M +40,000 New
VCM
296
Virtue Capital Management
Tennessee
$4.11M +$997K +9,863 +32%
FAM
297
Forte Asset Management
New York
$4.09M +$1.58M +15,390 +63%
APW
298
Acima Private Wealth
Virginia
$4.09M -$8.44K -82 -0.2%
T
299
TCWP
Ohio
$4.07M +$629K +6,115 +18%
FF
300
Fluent Financial
Texas
$4.04M +$440K +4,270 +12%
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