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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,201 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 430 increasing their positions, 449 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+29
Holders Change %
+2.47%
% of All Funds
15.99%
Holding in Top 10
102
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-19.69%
% of All Funds
1.36%
New
242
Increased
430
Reduced
449
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
1
Capula Management
Cayman Islands
$456M
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$195M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$635M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.8B
2
Bank of America
2
Bank of America
North Carolina
$6.92B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$271M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$18.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$942M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
301
GLOBALT Investments
Georgia
$6.5M -$303K -3,465 -4%
OC
302
Oppenheimer & Co
New York
$6.48M +$1.29M +14,769 +25%
CCA
303
Cadent Capital Advisors
Oklahoma
$6.48M -$3.61M -41,338 -36%
HBWM
304
Hollow Brook Wealth Management
New York
$6.47M +$363K +4,155 +6%
MWM
305
Modern Wealth Management
Kansas
$6.41M +$3.05M +34,920 +91%
B
306
Birchbrook
Maine
$6.37M -$222K -2,538 -3%
SW
307
SteelPeak Wealth
California
$6.35M +$1.26M +14,464 +25%
MBTD
308
Mechanics Bank - Trust Department
California
$6.31M -$2.14M -24,463 -25%
SXL
309
Summit X LLC
Missouri
$6.31M -$950K -10,880 -13%
NFG
310
Northeast Financial Group
Pennsylvania
$6.27M +$1.52M +17,422 +32%
First Trust Advisors
311
First Trust Advisors
Illinois
$6.27M -$260K -2,973 -4%
QPWM
312
Quadrant Private Wealth Management
Pennsylvania
$6.27M -$684K -7,838 -10%
GCM
313
Greenland Capital Management
New York
$6.26M +$6.26M +71,705 New
SO
314
Sierra Ocean
California
$6.24M +$6.24M +71,440 New
CAG
315
Csenge Advisory Group
Florida
$6.23M -$5.33K -61 -0.1%
VBFP
316
Valtinson Bruner Financial Planning
Minnesota
$6.2M +$5.1M +58,439 +465%
TPW
317
Tiller Private Wealth
Pennsylvania
$6.06M +$21K +240 +0.3%
MMA
318
Mizuho Markets Americas
New York
$6.03M -$4.08M -46,739 -40%
MIG
319
Mariner Investment Group
New York
$5.94M +$5.94M +68,000 New
FA
320
Fermata Advisors
California
$5.93M -$663K -7,587 -10%
VHAM
321
Van Hulzen Asset Management
California
$5.88M +$128K +1,462 +2%
AIM
322
Archer Investment Management
Texas
$5.84M +$5.84M +66,844 New
ACM
323
Avos Capital Management
Washington
$5.79M +$5.79M +65,783 New
IFA
324
Interactive Financial Advisors
Illinois
$5.7M -$607K -6,952 -10%
PCA
325
Pallas Capital Advisors
Massachusetts
$5.64M +$37.4K +428 +0.7%
11 12
13
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