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iShares 20+ Year Treasury Bond ETF

869 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 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
326
Financial Engines Advisors
California
$3.51M +$62.8K +605 +2%
RC
327
Rovin Capital
Arizona
$3.39M +$1.78M +17,114 +108%
BCM
328
Boltwood Capital Management
California
$3.38M -$298K -2,875 -8%
GSEP
329
Golden State Equity Partners
California
$3.38M -$434K -4,182 -11%
TW
330
TrinityPoint Wealth
Connecticut
$3.28M +$253K +2,438 +8%
MWM
331
Maripau Wealth Management
Indiana
$3.28M +$548K +5,287 +20%
CW
332
Channel Wealth
California
$3.25M +$373K +3,600 +13%
WS
333
Wedbush Securities
California
$3.2M +$201K +1,942 +7%
KCM
334
KM Capital Management
Texas
$3.19M +$1.03M +9,948 +47%
EFG
335
Erickson Financial Group
Pennsylvania
$3.14M +$453K +4,367 +17%
QPWM
336
Quadrant Private Wealth Management
Pennsylvania
$3.1M +$421K +4,055 +16%
ACM
337
Ashford Capital Management
Delaware
$3.09M -$917K -8,837 -23%
WW
338
Westshore Wealth
California
$3.09M +$1.51M +14,587 +94%
BCP
339
Bayberry Capital Partners
New York
$3.09M
Capstone Investment Advisors
340
Capstone Investment Advisors
New York
$3.09M +$3.11M +30,000 New
SFS
341
Sowell Financial Services
Arkansas
$3.09M +$1.64M +15,776 +111%
Principal Financial Group
342
Principal Financial Group
Iowa
$3.09M +$1.46M +14,073 +89%
APWA
343
Atlas Private Wealth Advisors
New Jersey
$3.05M +$1.54M +14,803 +100%
ACM
344
Arlington Capital Management
Illinois
$2.95M +$2.98M +28,688 New
CCM
345
Ciovacco Capital Management
Georgia
$2.95M -$116K -1,122 -4%
CAG
346
Csenge Advisory Group
Florida
$2.94M -$445K -4,294 -13%
HT
347
HAP Trading
New York
$2.89M -$1.11M -10,658 -27%
IWP
348
Icon Wealth Partners
Texas
$2.88M -$406K -3,913 -12%
GLA
349
Good Life Advisors
Pennsylvania
$2.84M +$2.24M +21,551 +356%
CAM
350
Cresset Asset Management
Illinois
$2.82M +$2.42M +23,373 +581%