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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,092 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.99B
2
Bank of America
2
Bank of America
North Carolina
$5.49B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$3.67B
4
AAS
4
Annex Advisory Services
Wisconsin
$233M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.1B
2
GC
2
GFG Capital
Florida
$11.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$181M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.99B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Merriman Wealth Management
Washington
$4.96M +$4.96M +54,084 New
Toronto Dominion Bank
327
Toronto Dominion Bank
Ontario, Canada
$4.93M +$108K +1,180 +2%
BFM
328
Boothbay Fund Management
New York
$4.84M -$2.57K -28 -0.1%
T
329
TNF
Montana
$4.76M -$7.23K -79 -0.2%
GF
330
Gries Financial
Ohio
$4.75M +$15.6K +170 +0.3%
MFP
331
Meridian Financial Partners
Virginia
$4.73M +$4.73M +50,609 New
EFM
332
Eley Financial Management
Vermont
$4.71M +$209K +2,278 +5%
GWSA
333
Global Wealth Strategies & Associates
Colorado
$4.67M +$838K +9,126 +22%
OAP
334
One Advisory Partners
Kansas
$4.67M +$416K +4,534 +10%
Corient Private Wealth
335
Corient Private Wealth
Florida
$4.65M +$390K +4,252 +9%
BCP
336
Berkeley Capital Partners
Georgia
$4.65M -$13.4K -146 -0.3%
MTIM
337
Marathon Trading Investment Management
Pennsylvania
$4.62M +$4.36M +47,555 +1,729%
WA
338
Waverly Advisors
Alabama
$4.6M +$3.98M +43,332 +641%
SS
339
Sunbelt Securities
Texas
$4.58M +$429K +4,673 +10%
RCS
340
Retirement Capital Strategies
California
$4.54M +$4.54M +49,504 New
CI
341
Cavalier Investments
Georgia
$4.53M +$918K +10,000 +25%
CG
342
Cynosure Group
Utah
$4.52M +$4.52M +49,268 New
IAN
343
Integrated Advisors Network
Texas
$4.51M +$536K +5,840 +13%
VFPW
344
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.42M +$693K +7,546 +19%
TWM
345
TSA Wealth Management
Texas
$4.38M -$417K -4,544 -9%
SWA
346
Stratos Wealth Advisors
Ohio
$4.36M -$882K -9,614 -17%
GKWIM
347
Gerber Kawasaki Wealth & Investment Management
California
$4.34M +$514K +5,600 +13%
SG
348
Sourcerock Group
Colorado
$4.32M -$2.57K -28 -0.1%
Verition Fund Management
349
Verition Fund Management
Connecticut
$4.27M -$617K -6,722 -13%
HWA
350
HCR Wealth Advisors
California
$4.27M +$38.8K +423 +0.9%
12 13
14
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