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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
301
Stratos Wealth Advisors
Ohio
$6.51M +$1.87M +18,955 +40%
ACM
302
Ategra Capital Management
Virginia
$6.45M +$1.11M +11,234 +21%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.45M +$5.67M +57,328 +725%
LWM
304
Liberty Wealth Management
California
$6.45M +$373K +3,770 +6%
FHC
305
First Heartland Consultants
Missouri
$6.44M +$727K +7,348 +13%
WP
306
Waycross Partners
Kentucky
$6.43M +$6.43M +65,000 New
DC
307
Davenport & Co
Virginia
$6.26M +$650K +6,569 +12%
RA
308
RFG Advisory
Alabama
$6.25M +$601K +6,082 +11%
MWM
309
Merriman Wealth Management
Washington
$6.22M +$6.22M +62,902 New
HIM
310
Hanlon Investment Management
New Jersey
$6.2M +$5.5M +55,660 +795%
FM
311
Foster & Motley
Ohio
$6.19M +$55.2K +558 +0.9%
SWP
312
ShoreHaven Wealth Partners
New Jersey
$6.19M -$274K -2,767 -4%
EH
313
Equitable Holdings
New York
$6.18M +$1.26M +12,768 +26%
SW
314
SteelPeak Wealth
California
$6.15M -$3.59M -36,269 -37%
Corient Private Wealth
315
Corient Private Wealth
Florida
$6.11M -$2.51M -25,400 -29%
VHAM
316
Van Hulzen Asset Management
California
$6.06M +$428K +4,325 +8%
TSS
317
Two Sigma Securities
New York
$6M +$5.52M +55,830 +1,141%
HBWM
318
Hollow Brook Wealth Management
New York
$5.97M +$5.97M +60,361 New
TPW
319
Tiller Private Wealth
Pennsylvania
$5.92M +$808K +8,170 +16%
NL
320
NVWM LLC
Pennsylvania
$5.91M +$840K +8,496 +17%
CA
321
CoreCap Advisors
Michigan
$5.91M -$945K -9,554 -14%
CFO
322
Custos Family Office
Texas
$5.9M +$5.9M +59,635 New
AF
323
Allworth Financial
California
$5.87M -$8.22M -83,122 -58%
BGI
324
BlueDrive Global Investors
United Kingdom
$5.82M +$5.82M +58,835 New
AWM
325
Axxcess Wealth Management
California
$5.73M -$746K -7,544 -12%