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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
VVP
276
Venture Visionary Partners
Ohio
$7.36M +$7.36M +74,452 New
AWA
277
Arete Wealth Advisors
Illinois
$7.36M +$3.29M +33,250 +81%
SBLIC
278
Security Benefit Life Insurance Company
Kansas
$7.34M
KFAA
279
Klaas Financial Asset Advisors
Illinois
$7.3M +$227K +2,293 +3%
AC
280
Adroit Compliance
$7.3M +$7.3M +73,790 New
BTI
281
Blue Trust Inc
Georgia
$7.25M +$3.43M +38,718 +90%
CA
282
Cambridge Associates
Massachusetts
$7.2M +$272K +2,749 +4%
VWM
283
Venturi Wealth Management
Texas
$7.11M -$6.75M -68,240 -49%
NFG
284
Northeast Financial Group
Pennsylvania
$7.06M -$2.44M -24,633 -26%
NL
285
NDWM LLC
California
$7.03M +$7.03M +71,114 New
FFM
286
Fullerton Fund Management
Singapore
$7.01M -$5.91M -59,800 -46%
WCWM
287
Wooster Corthell Wealth Management
Connecticut
$6.95M +$737K +7,449 +12%
GIA
288
Gladstone Institutional Advisory
Florida
$6.95M +$6.58M +66,562 +1,782%
RCAG
289
Rehmann Capital Advisory Group
Michigan
$6.94M -$500K -5,056 -7%
B
290
Birchbrook
Maine
$6.93M +$6.93M +70,135 New
GF
291
Gries Financial
Ohio
$6.91M +$114K +1,151 +2%
TWM
292
TSA Wealth Management
Texas
$6.87M +$6.87M +69,528 New
SF
293
Summit Financial
New Jersey
$6.75M -$1.39M -14,036 -17%
P
294
Pariax
California
$6.7M +$1.54M +15,544 +30%
CI
295
Cavalier Investments
Georgia
$6.67M +$3.25M +32,913 +95%
BWS
296
Buck Wealth Strategies
Colorado
$6.66M +$2.95M +29,821 +79%
AI
297
Arvest Investments
Arkansas
$6.65M +$6.65M +67,278 New
LW
298
Lauer Wealth
Indiana
$6.61M +$2.92M +30,863 +79%
WF
299
Williams Financial
Vermont
$6.6M -$274K -2,773 -4%
GI
300
GLOBALT Investments
Georgia
$6.55M +$6.55M +66,225 New