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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
SBLIC
276
Security Benefit Life Insurance Company
Kansas
$6.81M
SPC
277
Sigma Planning Corp
Michigan
$6.81M -$3.63M -39,829 -35%
SHIM
278
Stone House Investment Management
Pennsylvania
$6.69M +$400K +4,392 +6%
CFO
279
Custos Family Office
Texas
$6.62M +$946K +10,381 +17%
First Trust Advisors
280
First Trust Advisors
Illinois
$6.61M +$190K +2,083 +3%
WCWM
281
Wooster Corthell Wealth Management
Connecticut
$6.52M -$127K -1,392 -2%
PAA
282
Peregrine Asset Advisers
Oregon
$6.51M +$6.46M +70,893 New
KWM
283
Kingsview Wealth Management
Oregon
$6.46M -$1.94M -21,305 -23%
FSC
284
Full Sail Capital
Oklahoma
$6.46M +$322K +3,530 +5%
FA
285
Fermata Advisors
California
$6.45M -$449K -4,926 -7%
CCM
286
Cinctive Capital Management
New York
$6.42M +$2.65M +29,120 +71%
CFGS
287
Concourse Financial Group Securities
Alabama
$6.34M -$196K -2,146 -3%
LWM
288
Liberty Wealth Management
California
$6.31M +$16.2M +177,244 +253%
TPW
289
Tiller Private Wealth
Pennsylvania
$6.29M +$95.7K +1,050 +2%
Wealthfront Advisers
290
Wealthfront Advisers
California
$6.22M +$2.47M +27,112 +67%
BTI
291
Blue Trust Inc
Georgia
$6.18M +$273 +3 +0%
LA
292
LPF Advisors
Florida
$6.17M +$220K +2,414 +4%
Millennium Management
293
Millennium Management
New York
$6.16M +$6.11M +67,083 New
NL
294
NVWM LLC
Pennsylvania
$6.13M -$749K -8,223 -11%
FGA
295
Fortis Group Advisors
New Jersey
$6.04M -$939K -10,310 -14%
NYLIM
296
New York Life Investment Management
New York
$5.92M -$1.21M -13,245 -17%
AWA
297
Adapt Wealth Advisors
Georgia
$5.92M +$1.63M +17,873 +38%
HBWM
298
Hollow Brook Wealth Management
New York
$5.92M +$344K +3,775 +6%
Jones Financial Companies
299
Jones Financial Companies
Missouri
$5.92M +$2.69M +29,503 +84%
GWM
300
GDS Wealth Management
Texas
$5.89M -$5.43M -59,547 -48%