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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
QL
276
Quarry LP
New York
$5.12M +$5.12M +57,700 New
RA
277
RFG Advisory
Alabama
$5.07M +$3.8M +42,875 +301%
VHAM
278
Van Hulzen Asset Management
California
$5.05M +$4.81M +54,241 +1,974%
DC
279
Davenport & Co
Virginia
$5.03M +$106K +1,191 +2%
SWM
280
Spire Wealth Management
Virginia
$5.01M +$1.04M +11,775 +26%
SHIM
281
Stone House Investment Management
Pennsylvania
$4.98M +$4.54M +51,179 +1,019%
APWA
282
Atlas Private Wealth Advisors
New Jersey
$4.98M +$2.35M +26,519 +89%
Principal Financial Group
283
Principal Financial Group
Iowa
$4.93M +$2.27M +25,645 +86%
AFG
284
ABLE Financial Group
Arizona
$4.92M +$1.02M +11,475 +26%
National Bank of Canada
285
National Bank of Canada
Quebec, Canada
$4.92M -$2.47M -28,446 -33%
MPM
286
MBB Public Markets
Illinois
$4.88M
HPG
287
Harvest Portfolios Group
Ontario, Canada
$4.84M +$4.84M +54,585 New
PWAC
288
Private Wealth Advisors (California)
California
$4.82M +$133K +1,495 +3%
PFG
289
PAX Financial Group
Texas
$4.82M +$4.82M +54,297 New
ACM
290
Ategra Capital Management
Virginia
$4.79M +$1.72M +19,366 +56%
P
291
Pariax
California
$4.63M +$2.72M +30,674 +143%
Mariner
292
Mariner
Kansas
$4.62M -$1.5M -16,927 -25%
CCA
293
Checchi Capital Advisers
California
$4.6M -$467K -5,260 -9%
Wealth Enhancement Advisory Services
294
Wealth Enhancement Advisory Services
Minnesota
$4.59M +$4.12M +46,422 +865%
TPW
295
Tiller Private Wealth
Pennsylvania
$4.58M +$2.52M +28,360 +122%
GM
296
GeoWealth Management
Illinois
$4.57M -$1.43M -16,094 -24%
NL
297
NVWM LLC
Pennsylvania
$4.55M +$317K +3,570 +7%
TAM
298
TCP Asset Management
Ohio
$4.54M +$454K +5,123 +11%
KWM
299
Kingsview Wealth Management
Oregon
$4.48M -$2.19M -24,682 -33%
FIM
300
FWL Investment Management
Texas
$4.46M +$127K +1,437 +3%