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iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
326
V Wealth Advisors
Kansas
$1.09M +$121K +820 +13%
OIA
327
Optimum Investment Advisors
Illinois
$1.08M
BA
328
Ballew Advisors
Mississippi
$1.08M -$2.65M -17,992 -70%
SI
329
Sprott Inc
Ontario, Canada
$1.04M -$23K -156 -2%
TI
330
tru Independence
Oregon
$1.03M +$37.1K +252 +4%
SWP
331
Stratos Wealth Partners
Ohio
$1.03M +$19.8K +134 +2%
IC
332
Innealta Capital
Texas
$1.02M +$5.6K +38 +0.6%
Franklin Resources
333
Franklin Resources
California
$1.02M -$113M -766,862 -99%
VCWA
334
Vanguard Capital Wealth Advisors
Colorado
$1M -$1.48M -10,019 -60%
BRWA
335
B. Riley Wealth Advisors
Florida
$1M +$197K +1,335 +25%
USCWA
336
U.S. Capital Wealth Advisors
Texas
$1M +$362K +2,456 +57%
RW
337
Rede Wealth
Virginia
$990K -$50.4K -342 -5%
BCM
338
Basso Capital Management
Connecticut
$978K +$973K +6,600 New
FW
339
FirstPurpose Wealth
Utah
$967K +$962K +6,527 New
ACM
340
Ascendant Capital Management
California
$963K -$1.69M -11,500 -64%
PA
341
Parallel Advisors
California
$951K -$367K -2,488 -28%
RBA
342
Richard Bernstein Advisors
New York
$946K -$69.7K -473 -7%
MOS
343
MGO One Seven
Ohio
$946K +$298K +2,024 +46%
OAP
344
One Advisory Partners
Kansas
$944K +$81.7K +554 +10%
RFC
345
Regions Financial Corp
Alabama
$939K +$713K +4,841 +323%
IPW
346
Intergy Private Wealth
Colorado
$937K +$932K +6,326 New
Financial Engines Advisors
347
Financial Engines Advisors
California
$933K +$928K +6,295 New
HI
348
Harbour Investments
Wisconsin
$931K -$1.54M -10,447 -62%
KFSC
349
Keystone Financial Services (Colorado)
Colorado
$927K +$922K +6,254 New
TLFA
350
True Link Financial Advisors
California
$922K