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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
JIR
301
James Investment Research
Ohio
$5.43M -$2.67M -28,171 -33%
SWA
302
Stratos Wealth Advisors
Ohio
$5.41M -$823K -8,702 -13%
CA
303
CoreCap Advisors
Michigan
$5.39M -$266K -2,813 -5%
AWAU
304
Alliance Wealth Advisors (Utah)
Utah
$5.33M -$5.22M -55,149 -49%
AWM
305
Axxcess Wealth Management
California
$5.31M -$173K -1,828 -3%
GM
306
GeoWealth Management
Illinois
$5.3M -$4.87M -51,467 -48%
VWA
307
Visionary Wealth Advisors
Illinois
$5.3M +$1.15M +12,176 +28%
I2I
308
Insight 2811 Inc
Illinois
$5.28M +$7.95K +84 +0.2%
TFA
309
Transamerica Financial Advisors
Florida
$5.15M -$5.6M -59,171 -52%
Verition Fund Management
310
Verition Fund Management
Connecticut
$5.04M -$18.9M -199,921 -79%
WS
311
Wedbush Securities
California
$5M +$1.19M +12,548 +31%
BFM
312
Boothbay Fund Management
New York
$4.99M +$840K +8,879 +20%
GS
313
GTS Securities
New York
$4.97M -$40.3M -426,425 -89%
Toronto Dominion Bank
314
Toronto Dominion Bank
Ontario, Canada
$4.97M -$5.38M -56,809 -52%
VAG
315
VisionPoint Advisory Group
Texas
$4.97M -$215K -2,275 -4%
TWM
316
TSA Wealth Management
Texas
$4.94M -$1.64M -17,315 -25%
AFA
317
AllGen Financial Advisors
Florida
$4.91M -$5.42M -57,323 -52%
AA
318
Advisory Alpha
Michigan
$4.91M -$32.5K -344 -0.7%
CFG
319
CMC Financial Group
Georgia
$4.89M -$3.79M -40,050 -44%
GF
320
Gries Financial
Ohio
$4.88M -$1.74M -18,358 -26%
CLGM
321
Capitolis Liquid Global Markets
New York
$4.84M -$180M -1,898,810 -97%
HNB
322
Huntington National Bank
Ohio
$4.84M -$4.36M
Franklin Resources
323
Franklin Resources
California
$4.83M +$118K +1,243 +2%
AP
324
Aspect Partners
Virginia
$4.82M +$556K +5,871 +13%
BCP
325
Berkeley Capital Partners
Georgia
$4.81M +$618K +6,529 +15%