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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,092 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 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.99B
2
Bank of America
2
Bank of America
North Carolina
$5.49B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$3.67B
4
AAS
4
Annex Advisory Services
Wisconsin
$233M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.1B
2
GC
2
GFG Capital
Florida
$11.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$181M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.99B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
276
Stone House Investment Management
Pennsylvania
$6.69M +$403K +4,392 +6%
CFO
277
Custos Family Office
Texas
$6.62M +$953K +10,381 +17%
First Trust Advisors
278
First Trust Advisors
Illinois
$6.61M +$191K +2,083 +3%
WCWM
279
Wooster Corthell Wealth Management
Connecticut
$6.52M -$128K -1,392 -2%
PAA
280
Peregrine Asset Advisers
Oregon
$6.51M +$6.51M +70,893 New
KWM
281
Kingsview Wealth Management
Oregon
$6.46M -$1.96M -21,305 -23%
FSC
282
Full Sail Capital
Oklahoma
$6.46M +$324K +3,530 +5%
FA
283
Fermata Advisors
California
$6.45M -$452K -4,926 -7%
CCM
284
Cinctive Capital Management
New York
$6.42M +$2.67M +29,120 +71%
CFGS
285
Concourse Financial Group Securities
Alabama
$6.34M -$197K -2,146 -3%
LWM
286
Liberty Wealth Management
California
$6.31M +$4.52M +177,244 +253%
TPW
287
Tiller Private Wealth
Pennsylvania
$6.29M +$96.4K +1,050 +2%
Wealthfront Advisers
288
Wealthfront Advisers
California
$6.22M +$2.49M +27,112 +67%
BTI
289
Blue Trust Inc
Georgia
$6.18M +$284 +3 +0%
LA
290
LPF Advisors
Florida
$6.17M +$222K +2,414 +4%
Millennium Management
291
Millennium Management
New York
$6.16M +$6.16M +67,083 New
NL
292
NVWM LLC
Pennsylvania
$6.13M -$755K -8,223 -11%
FGA
293
Fortis Group Advisors
New Jersey
$6.04M -$946K -10,310 -14%
NYLIM
294
New York Life Investment Management
New York
$5.92M -$1.22M -13,245 -17%
AWA
295
Adapt Wealth Advisors
Georgia
$5.92M +$1.64M +17,873 +38%
HBWM
296
Hollow Brook Wealth Management
New York
$5.92M +$346K +3,775 +6%
Jones Financial Companies
297
Jones Financial Companies
Missouri
$5.92M +$2.71M +29,503 +84%
GWM
298
GDS Wealth Management
Texas
$5.89M -$5.47M -59,547 -48%
QPWM
299
Quadrant Private Wealth Management
Pennsylvania
$5.84M +$2.05M +22,328 +54%
4FG
300
4Thought Financial Group
New York
$5.78M +$2.18M +23,716 +60%
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