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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
326
Latitude Advisors
Florida
$3.8M +$84.1K +948 +2%
KFSC
327
Keystone Financial Services (Colorado)
Colorado
$3.8M +$3.8M +42,845 New
FA
328
FDx Advisors
Illinois
$3.79M -$126K -1,415 -3%
FA
329
Fortis Advisors
Pennsylvania
$3.79M +$3.79M +42,697 New
FAIM
330
Financial Advocates Investment Management
Washington
$3.72M -$2.77M -31,820 -43%
SR
331
Syntax Research
Florida
$3.72M +$3.72M +41,953 New
OLVIG
332
Oliver Lagore Vanvalin Investment Group
Michigan
$3.72M -$9.02M -101,740 -71%
MHS
333
M Holdings Securities
Oregon
$3.72M +$2.82M +31,780 +314%
CS
334
Credit Suisse
Switzerland
$3.69M +$108K +1,217 +3%
BOSSRA
335
B.O.S.S. Retirement Advisors
Utah
$3.68M +$125K +1,413 +4%
MWM
336
Maripau Wealth Management
Indiana
$3.65M +$826K +9,312 +29%
AWA
337
Arete Wealth Advisors
Illinois
$3.65M +$1.83M +20,685 +101%
CG
338
Colony Group
Massachusetts
$3.61M +$229K +2,582 +7%
SPC
339
Sigma Planning Corp
Michigan
$3.59M -$121K -1,368 -3%
AFP
340
Ausdal Financial Partners
Iowa
$3.57M +$282K +3,184 +9%
Vontobel Holding
341
Vontobel Holding
Switzerland
$3.56M +$1.78M +20,042 +100%
ACM
342
Ashford Capital Management
Delaware
$3.55M +$890K +10,033 +33%
RIA
343
Regal Investment Advisors
Michigan
$3.54M +$2.47M +27,835 +231%
B
344
Bailard
California
$3.54M +$3.54M +39,861 New
TCA
345
Transcend Capital Advisors
New Jersey
$3.47M +$314K +3,545 +10%
Lazard Asset Management
346
Lazard Asset Management
New York
$3.45M -$3.91M
CFG
347
Cooper Financial Group
California
$3.41M +$2.46M +27,767 +260%
BHWM
348
Bay Harbor Wealth Management
Maryland
$3.41M +$3.41M +38,406 New
IMA
349
Investment Management Associates
Colorado
$3.41M +$3.41M +38,403 New
BIP
350
Blue Investment Partners
California
$3.38M -$1.05M -11,884 -24%