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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$1.37B
4
Citigroup
4
Citigroup
New York
$610M
5
UBS Group
5
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$210M
2
SWG
2
Summit Wealth Group
Vermont
$2.04M
3
AWM
3
AE Wealth Management
Kansas
$122M
4
PP
4
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
326
Rovin Capital
Arizona
$3.39M +$1.76M +17,114 +108%
BCM
327
Boltwood Capital Management
California
$3.38M -$296K -2,875 -8%
GSEP
328
Golden State Equity Partners
California
$3.38M -$430K -4,182 -11%
TW
329
TrinityPoint Wealth
Connecticut
$3.28M +$251K +2,438 +8%
MWM
330
Maripau Wealth Management
Indiana
$3.28M +$544K +5,287 +20%
CW
331
Channel Wealth
California
$3.25M +$371K +3,600 +13%
WS
332
Wedbush Securities
California
$3.2M +$200K +1,942 +7%
KCM
333
KM Capital Management
Texas
$3.19M +$1.02M +9,948 +47%
EFG
334
Erickson Financial Group
Pennsylvania
$3.14M +$450K +4,367 +17%
QPWM
335
Quadrant Private Wealth Management
Pennsylvania
$3.1M +$417K +4,055 +16%
ACM
336
Ashford Capital Management
Delaware
$3.09M -$910K -8,837 -23%
WW
337
Westshore Wealth
California
$3.09M +$1.5M +14,587 +94%
BCP
338
Bayberry Capital Partners
New York
$3.09M – – –
Capstone Investment Advisors
339
Capstone Investment Advisors
New York
$3.09M +$3.09M +30,000 New
SFS
340
Sowell Financial Services
Arkansas
$3.09M +$1.62M +15,776 +111%
Principal Financial Group
341
Principal Financial Group
Iowa
$3.09M +$1.45M +14,073 +89%
APWA
342
Atlas Private Wealth Advisors
New Jersey
$3.05M +$1.52M +14,803 +100%
ACM
343
Arlington Capital Management
Illinois
$2.95M +$2.95M +28,688 New
CCM
344
Ciovacco Capital Management
Georgia
$2.95M -$115K -1,122 -4%
CAG
345
Csenge Advisory Group
Florida
$2.94M -$442K -4,294 -13%
HT
346
HAP Trading
New York
$2.89M -$1.1M -10,658 -27%
IWP
347
Icon Wealth Partners
Texas
$2.88M -$403K -3,913 -12%
GLA
348
Good Life Advisors
Pennsylvania
$2.84M +$2.22M +21,551 +356%
CAM
349
Cresset Asset Management
Illinois
$2.82M +$2.41M +23,373 +581%
CWA
350
Consilio Wealth Advisors
Washington
$2.77M +$43.9K +426 +2%
12 13
14
15 16