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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

772 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 305 increasing their positions, 233 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+41
Holders Change %
+5.61%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.36%
New
179
Increased
305
Reduced
233
Closed
120
Calls
$8.62B
Puts
$4.86B
Net Calls
+$3.76B
Net Calls Change
-$683M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.82B
2
Morgan Stanley
Morgan Stanley
New York
$2.87B
3
UBS Group
UBS Group
Switzerland
$532M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$528M
5
Goldman Sachs
Goldman Sachs
New York
$392M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$29.5M
2
Jane Street
Jane Street
New York
$13M
3
Citadel Advisors
Citadel Advisors
Florida
$181M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
326
SignalPoint Asset Management
Missouri
$2.01M -$6.47K -65 -0.3%
BA
327
Ballast Advisors
Minnesota
$1.99M +$289K +2,906 +17%
HNB
328
Huntington National Bank
Ohio
$1.97M -$466K – –
SG Americas Securities
329
SG Americas Securities
New York
$1.97M -$3.84M -38,524 -66%
UCFA
330
United Capital Financial Advisors
Texas
$1.96M -$217K -2,180 -10%
TW
331
TrinityPoint Wealth
Connecticut
$1.96M +$6.97K +70 +0.4%
RAM
332
Riggs Asset Management
Pennsylvania
$1.96M -$204K -2,044 -9%
TCA
333
Transcend Capital Advisors
New Jersey
$1.91M -$174K -1,748 -8%
LHWM
334
Lake Hills Wealth Management
Texas
$1.91M +$1.91M +19,153 New
MA
335
Mutual Advisors
Nebraska
$1.9M +$626K +6,286 +49%
SAM
336
Securian Asset Management
Minnesota
$1.9M +$1.9M +19,100 New
SWP
337
Stratos Wealth Partners
Ohio
$1.89M +$844K +8,473 +80%
WIM
338
WealthPlan Investment Management
Nebraska
$1.89M – – –
WP
339
WealthPLAN Partners
Nebraska
$1.88M +$1.88M +18,120 New
RVM
340
Robinson Value Management
Texas
$1.88M +$53.5K +537 +3%
CCM
341
Ciovacco Capital Management
Georgia
$1.87M +$1.87M +18,802 New
CWP
342
Capital Wealth Planning
Florida
$1.87M +$72.5K +728 +4%
AIA
343
Arrow Investment Advisors
Maryland
$1.85M -$69.3K -696 -4%
CW
344
CreativeOne Wealth
Kansas
$1.84M +$170K +1,706 +10%
FIA
345
Foundations Investment Advisors
Arizona
$1.82M +$241K +2,419 +15%
KFS
346
Kelly Financial Services
Massachusetts
$1.81M +$164K +1,645 +10%
WCM
347
Windham Capital Management
Massachusetts
$1.8M +$1.8M +18,060 New
AWM
348
Align Wealth Management
Oklahoma
$1.79M +$1.79M +17,516 New
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$1.77M +$663K +6,659 +60%
TA
350
Tectonic Advisors
Texas
$1.74M +$62.3K +626 +4%
12 13
14
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