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iShares 20+ Year Treasury Bond ETF

803 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 364 increasing their positions, 208 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+31
Holders Change %
+4.02%
% of All Funds
12.85%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.6%
New
156
Increased
364
Reduced
208
Closed
108
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$744M
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
301
Ausdal Financial Partners
Iowa
$3.14M +$57.8K +543 +2%
TW
302
TrinityPoint Wealth
Connecticut
$3.13M +$1.03M +9,728 +49%
Man Group
303
Man Group
United Kingdom
$3.11M
WS
304
Wedbush Securities
California
$3.1M +$307K +2,885 +11%
MSAM
305
Moloney Securities Asset Management
Missouri
$3.02M +$3.02M +28,428 New
XS
306
XR Securities
Illinois
$3.02M +$2.21M +20,756 +272%
AG
307
Ascent Group
Virginia
$3.01M -$81.2K -763 -3%
EAM
308
Eschler Asset Management
United Kingdom
$2.97M +$2.53M +23,742 +563%
CW
309
Channel Wealth
California
$2.97M +$2.97M +27,959 New
SIA
310
Soltis Investment Advisors
Utah
$2.96M -$123K -1,154 -4%
TCA
311
Transcend Capital Advisors
New Jersey
$2.96M +$913K +8,581 +45%
SWM
312
Spire Wealth Management
Virginia
$2.95M +$1.17M +10,996 +66%
USCWA
313
U.S. Capital Wealth Advisors
Texas
$2.89M -$495K -4,651 -15%
MHS
314
M Holdings Securities
Oregon
$2.83M -$81.6K -767 -3%
MWM
315
Maripau Wealth Management
Indiana
$2.82M -$231K -2,167 -8%
FPCP
316
Fort Point Capital Partners
California
$2.82M +$163K +1,532 +6%
CWA
317
Consilio Wealth Advisors
Washington
$2.82M +$2.82M +26,515 New
EFG
318
Erickson Financial Group
Pennsylvania
$2.78M +$25.3K +238 +0.9%
QPWM
319
Quadrant Private Wealth Management
Pennsylvania
$2.77M +$1.78M +16,748 +179%
DWA
320
Dorsey Wright & Associates
California
$2.77M -$105K -988 -4%
LSPW
321
Lake Street Private Wealth
Illinois
$2.73M +$1.19M +11,189 +77%
WF
322
Williams Financial
Vermont
$2.7M +$2.7M +25,340 New
LG
323
Leuthold Group
Minnesota
$2.69M +$51.1K +480 +2%
CSWG
324
Cardinal Strategic Wealth Guidance
Kentucky
$2.65M +$417K +3,919 +19%
FAM
325
Forte Asset Management
New York
$2.59M -$639K -6,004 -20%