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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
276
Balyasny Asset Management
Illinois
$8.19M -$23.4M -242,216 -74%
PCM
277
Presidio Capital Management
California
$8.19M +$8.05M +83,491 New
CA
278
Cambridge Associates
Massachusetts
$8.19M
FIM
279
Freedom Investment Management
Connecticut
$8.08M -$563K -5,839 -7%
ACM
280
Avalon Capital Management
California
$8.07M -$12.5M -129,222 -61%
WA
281
Waverly Advisors
Alabama
$7.88M +$2.92M +30,257 +60%
QPWM
282
Quadrant Private Wealth Management
Pennsylvania
$7.81M +$1.54M +15,994 +25%
VFG
283
V2 Financial group
Illinois
$7.8M -$119K -1,234 -2%
Wealthfront Advisers
284
Wealthfront Advisers
California
$7.79M +$1.12M +11,666 +17%
AWG
285
Altus Wealth Group
Colorado
$7.75M +$7.62M +79,007 New
SB
286
Strategic Blueprint
Georgia
$7.74M -$1.07M -11,053 -12%
AIA
287
Alternative Investment Advisors
Florida
$7.69M -$812K -8,425 -10%
GI
288
GLOBALT Investments
Georgia
$7.64M -$212K -2,200 -3%
BRWA
289
B. Riley Wealth Advisors
Florida
$7.64M +$1.87M +19,395 +33%
BRG
290
Bay Rivers Group
Virginia
$7.63M -$75K -778 -1%
SXL
291
Summit X LLC
Missouri
$7.63M -$274K -2,841 -3%
AWM
292
Adams Wealth Management
Utah
$7.58M +$7.45M +77,236 New
CI
293
CacheTech Inc
Utah
$7.58M +$7.45M +77,236 New
Pathstone Holdings
294
Pathstone Holdings
New Jersey
$7.47M -$19.6M -203,490 -73%
FA
295
Fermata Advisors
California
$7.41M +$502K +5,209 +7%
B
296
Birchbrook
Maine
$7.41M -$507K -5,262 -7%
FM
297
Foster & Motley
Ohio
$7.35M +$51.6K +535 +0.7%
First Trust Advisors
298
First Trust Advisors
Illinois
$7.34M +$265K +2,745 +4%
PS
299
Principal Securities
Iowa
$7.3M +$6.66M +69,097 +1,296%
SBLIC
300
Security Benefit Life Insurance Company
Kansas
$7.28M