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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$1.37B
4
Citigroup
4
Citigroup
New York
$610M
5
UBS Group
5
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$210M
2
SWG
2
Summit Wealth Group
Vermont
$2.04M
3
AWM
3
AE Wealth Management
Kansas
$122M
4
PP
4
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
301
Integrated Advisors Network
Texas
$4.04M +$2.09M +20,306 +107%
AIA
302
Arrow Investment Advisors
Maryland
$3.95M -$452K -4,392 -10%
CG
303
Colony Group
Massachusetts
$3.92M +$809K +7,857 +26%
TA
304
TrueWealth Advisors
Alabama
$3.92M +$1.84M +17,885 +89%
Lazard Asset Management
305
Lazard Asset Management
New York
$3.91M -$1.75M – –
USCWA
306
U.S. Capital Wealth Advisors
Texas
$3.9M +$1.11M +10,766 +40%
AFP
307
Ausdal Financial Partners
Iowa
$3.82M +$777K +7,550 +26%
EFS
308
Econ Financial Services
Pennsylvania
$3.81M +$56.2K +546 +1%
PWM
309
Peterson Wealth Management
Nevada
$3.77M +$3.77M +36,625 New
FA
310
Fermata Advisors
California
$3.76M +$2.35M +22,840 +167%
SWA
311
Stratos Wealth Advisors
Ohio
$3.76M +$1.7M +16,516 +83%
Toronto Dominion Bank
312
Toronto Dominion Bank
Ontario, Canada
$3.73M +$2.13M +20,727 +134%
LW
313
Lauer Wealth
Indiana
$3.71M +$602K +6,060 +19%
PWM
314
Penobscot Wealth Management
Maine
$3.7M +$3.7M +35,900 New
TCA
315
Transcend Capital Advisors
New Jersey
$3.66M +$799K +7,761 +28%
Wealthfront Advisers
316
Wealthfront Advisers
California
$3.66M +$1.96M +19,005 +115%
RCM
317
Rain Capital Management
Oregon
$3.65M -$68.5K -665 -2%
TMC
318
Trellus Management Company
Florida
$3.6M +$2.55M +24,753 +242%
ACM
319
Antonetti Capital Management
Florida
$3.6M +$2.57K +25 +0.1%
SB
320
Strategic Blueprint
Georgia
$3.57M +$89.1K +866 +3%
ACM
321
Ategra Capital Management
Virginia
$3.57M +$1.17M +11,410 +49%
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$3.53M -$418K -4,065 -11%
State of Tennessee, Department of Treasury
323
State of Tennessee, Department of Treasury
Tennessee
$3.53M +$3.53M +34,300 New
CA
324
CoreCap Advisors
Michigan
$3.52M +$3.52M +34,151 New
Financial Engines Advisors
325
Financial Engines Advisors
California
$3.51M +$62.3K +605 +2%
11 12
13
14 15