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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
301
Quadrant Private Wealth Management
Pennsylvania
$5.84M +$2.03M +22,328 +54%
4FG
302
4Thought Financial Group
New York
$5.78M +$2.16M +23,716 +60%
VHAM
303
Van Hulzen Asset Management
California
$5.76M +$9.48K +104 +0.2%
TSS
304
Two Sigma Securities
New York
$5.75M +$1.13M +12,384 +25%
SWM
305
Shelton Wealth Management
Texas
$5.72M -$31K -340 -0.5%
IFG
306
Independent Financial Group
California
$5.68M -$2.05M -22,498 -27%
JIR
307
James Investment Research
Ohio
$5.65M +$383K +4,202 +7%
Principal Financial Group
308
Principal Financial Group
Iowa
$5.57M +$1.23M +13,451 +28%
MA
309
MONECO Advisors
Connecticut
$5.57M +$258K +2,832 +5%
CCWM
310
Correct Capital Wealth Management
Missouri
$5.53M +$1.56M +17,106 +40%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.47M +$4.37M +47,977 +413%
BRWA
312
B. Riley Wealth Advisors
Florida
$5.42M -$792K -8,695 -13%
RWM
313
Rezny Wealth Management
Florida
$5.41M +$5.12M +56,166 +2,048%
HCA
314
Heck Capital Advisors
Wisconsin
$5.39M +$13.3K +146 +0.2%
KeyBank National Association
315
KeyBank National Association
Ohio
$5.31M +$3.08M +33,801 +140%
Belvedere Trading
316
Belvedere Trading
Illinois
$5.29M +$5.25M +57,668 New
LC
317
LCNB Corp
Ohio
$5.27M +$1.98M +21,752 +61%
LCM
318
Leisure Capital Management
California
$5.26M +$3.52M +38,581 +206%
Focus Partners Wealth
319
Focus Partners Wealth
Massachusetts
$5.23M +$2.66M +29,214 +105%
EWA
320
Emergent Wealth Advisors
New York
$5.22M +$258K +2,836 +5%
PCA
321
Pallas Capital Advisors
Massachusetts
$5.21M +$454K +4,979 +10%
GSWM
322
Greenup Street Wealth Management
Michigan
$5.2M -$5.5M -60,381 -52%
FAIM
323
Financial Advocates Investment Management
Washington
$5.19M +$2.44M +26,725 +90%
TC
324
TownSquare Capital
Utah
$5.13M -$11.8M -129,716 -70%
AWM
325
Axxcess Wealth Management
California
$5.12M -$37.2K -408 -0.7%