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iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
301
Huntington National Bank
Ohio
$1.41M
CBFP
302
Cedar Brook Financial Partners
Ohio
$1.41M +$259K +1,754 +23%
GIA
303
Goodwin Investment Advisory
Georgia
$1.41M +$1.33M +9,021 +1,453%
WA
304
WBH Advisory
Maryland
$1.4M -$1.01M -6,879 -42%
LNC
305
Lincoln National Corp
Pennsylvania
$1.39M +$410K +2,785 +42%
AAS
306
Avantax Advisory Services
Texas
$1.39M -$134K -911 -9%
William Blair & Company
307
William Blair & Company
Illinois
$1.38M -$95.7K -649 -6%
IA
308
IndexIQ Advisors
New York
$1.38M +$16.9K +115 +1%
OAM
309
Occidental Asset Management
California
$1.38M +$1.05M +7,133 +329%
WA
310
WESPAC Advisors
California
$1.36M +$1.35M +9,152 New
SMG
311
Spectrum Management Group
Indiana
$1.35M +$1.27M +8,592 +1,685%
OWA
312
One Wealth Advisors
California
$1.32M +$484K +3,287 +58%
FFM
313
Forum Financial Management
Illinois
$1.32M +$1.31M +8,911 New
SPC
314
Sigma Planning Corp
Michigan
$1.32M -$3.74M -25,381 -74%
OPWM
315
Oxinas Partners Wealth Management
Indiana
$1.31M +$1.3M +8,853 New
TSS
316
Two Sigma Securities
New York
$1.31M +$1.3M +8,826 New
RWP
317
RWA Wealth Partners
Massachusetts
$1.28M +$224K +1,520 +21%
SAM
318
Strategy Asset Managers
California
$1.27M -$2.08M -14,105 -62%
CSWG
319
Cardinal Strategic Wealth Guidance
Kentucky
$1.24M +$14K +95 +1%
KeyBank National Association
320
KeyBank National Association
Ohio
$1.24M +$220K +1,495 +22%
NL
321
NWAM LLC
Washington
$1.22M -$17.8K -121 -1%
TFF
322
The Family Firm
Maryland
$1.2M +$47K +319 +4%
UAS
323
United Asset Strategies
New York
$1.16M -$34.6K -235 -3%
TIA
324
Tiemann Investment Advisors
California
$1.14M -$40.5K -275 -3%
ARC
325
Advisor Resource Council
Texas
$1.1M +$1.09M +7,409 New