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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
301
Simplify Asset Management
Nevada
$4.43M +$4.43M +49,900 New
BTI
302
Blue Trust Inc
Georgia
$4.42M -$599K -5,817 -12%
EH
303
Equitable Holdings
New York
$4.41M +$2.4M +27,023 +119%
KP
304
Keel Point
Alabama
$4.4M -$561K -6,320 -11%
CCMW
305
Cypress Capital Management (Wyoming)
Wyoming
$4.4M -$303K -3,421 -6%
SB
306
Strategic Blueprint
Georgia
$4.35M +$1.27M +14,357 +41%
APW
307
Acima Private Wealth
Virginia
$4.33M +$806K +9,092 +23%
T
308
TNF
Montana
$4.32M +$3.98M +48,124 +1,185%
JF
309
Jump Financial
Illinois
$4.3M +$4.3M +48,430 New
SWA
310
Stratos Wealth Advisors
Ohio
$4.16M +$920K +10,369 +28%
VCM
311
Virtue Capital Management
Tennessee
$4.11M
ASGS
312
Alpha Square Group S
New York
$4.08M -$3.42M -38,585 -46%
WP
313
WealthSource Partners
California
$4.04M -$232K -2,621 -5%
GWA
314
GGM Wealth Advisors
Maryland
$4.03M -$2.82M -31,801 -41%
IAN
315
Integrated Advisors Network
Texas
$4.02M +$543K +6,123 +16%
DI
316
DFPG Investments
Utah
$3.96M -$14.8M -168,808 -79%
MFG
317
Merit Financial Group
Georgia
$3.95M +$2.96M +33,415 +300%
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$3.93M -$319K -3,600 -8%
Franklin Resources
319
Franklin Resources
California
$3.92M -$844K -9,515 -18%
NEI
320
Northwest & Ethical Investments
Ontario, Canada
$3.91M +$3.91M +44,100 New
Luther King Capital Management (LKCM)
321
Luther King Capital Management (LKCM)
Texas
$3.9M -$23.6M
WS
322
Wedbush Securities
California
$3.89M +$1.13M +12,706 +41%
OAP
323
One Advisory Partners
Kansas
$3.88M +$3.43M +38,701 +765%
SRG
324
SBB Research Group
Illinois
$3.85M -$1.18M -13,336 -23%
BCP
325
Berkeley Capital Partners
Georgia
$3.85M +$121K +1,367 +3%