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iShares 20+ Year Treasury Bond ETF

869 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 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
276
TCP Asset Management
Ohio
$4.74M +$4.78M +46,059 New
AF
277
Allworth Financial
California
$4.74M -$170K -1,641 -3%
FM
278
Foster & Motley
Ohio
$4.63M +$4.42M +42,617 +1,797%
JWM
279
Jessup Wealth Management
Ohio
$4.63M +$4.66M +44,970 New
VFPI
280
Vantage Financial Partners (Illinois)
Illinois
$4.63M +$4.66M +44,940 New
SWM
281
Spire Wealth Management
Virginia
$4.6M +$1.76M +16,980 +61%
SXL
282
Summit X LLC
Missouri
$4.55M -$44.4K -428 -1%
FA
283
FDx Advisors
Illinois
$4.55M +$591K +5,696 +15%
BAM
284
Belpointe Asset Management
Nevada
$4.54M -$3.97M -38,231 -46%
AFG
285
ABLE Financial Group
Arizona
$4.53M +$2.27M +21,929 +99%
BC
286
Brookfield Corp
Ontario, Canada
$4.47M -$4.16M -40,130 -48%
GAG
287
Goodman Advisory Group
Massachusetts
$4.4M -$4.49M -43,305 -50%
CL
288
Choreo LLC
Illinois
$4.34M -$90.5K -872 -2%
BCP
289
Berkeley Capital Partners
Georgia
$4.32M -$102K -985 -2%
LA
290
Latitude Advisors
Florida
$4.32M +$839K +8,089 +24%
SPC
291
Sigma Planning Corp
Michigan
$4.3M -$1.92M -18,529 -31%
CS
292
Credit Suisse
Switzerland
$4.15M -$3.33M -32,143 -44%
Corient Private Wealth
293
Corient Private Wealth
Florida
$4.15M +$126K +1,219 +3%
BOSSRA
294
B.O.S.S. Retirement Advisors
Utah
$4.13M +$52.7K +508 +1%
CFG
295
Citizens Financial Group
Rhode Island
$4.13M +$238K +2,297 +6%
TAM
296
Terrapin Asset Management
Florida
$4.12M +$4.15M +40,000 New
VCM
297
Virtue Capital Management
Tennessee
$4.11M +$1.02M +9,863 +32%
FAM
298
Forte Asset Management
New York
$4.09M +$1.6M +15,390 +63%
APW
299
Acima Private Wealth
Virginia
$4.09M -$8.51K -82 -0.2%
T
300
TCWP
Ohio
$4.07M +$634K +6,115 +18%