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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
326
James Investment Research
Ohio
$6.1M +$55.5K +576 +0.9%
MCM
327
Monument Capital Management
Virginia
$6.09M +$5.98M +62,032 New
AG
328
Ascent Group
Virginia
$6.01M +$1.82M +18,884 +45%
CC
329
Centiva Capital
New York
$5.95M +$5.85M +60,682 New
PCA
330
Pallas Capital Advisors
Massachusetts
$5.95M +$818K +8,484 +15%
RWM
331
Rezny Wealth Management
Florida
$5.93M +$149K +1,547 +3%
SCP
332
Silverleafe Capital Partners
Tennessee
$5.93M +$5.83M +60,418 New
AWM
333
Apollon Wealth Management
South Carolina
$5.89M +$4.14M +42,894 +250%
OWA
334
One Wealth Advisors
California
$5.87M +$5.77M +59,800 New
OC
335
Oppenheimer & Co
New York
$5.84M +$3.02M +31,306 +111%
SS
336
Sunbelt Securities
Texas
$5.81M +$908K +9,412 +19%
MWPCG
337
Measured Wealth Private Client Group
New Hampshire
$5.77M +$2.81M +29,139 +98%
SW
338
SteelPeak Wealth
California
$5.72M -$1.65M -17,081 -23%
GSWM
339
Greenup Street Wealth Management
Michigan
$5.64M +$84.7K +878 +2%
EWA
340
Emergent Wealth Advisors
New York
$5.62M +$32.7K +339 +0.6%
LC
341
LCNB Corp
Ohio
$5.61M -$22K -228 -0.4%
IWA
342
Icon Wealth Advisors
Texas
$5.58M -$2.29M -23,790 -29%
SHIM
343
Stone House Investment Management
Pennsylvania
$5.57M -$1.56M -16,201 -22%
CWMGP
344
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.55M +$5.46M +56,611 New
Focus Partners Wealth
345
Focus Partners Wealth
Massachusetts
$5.54M -$47.4K -492 -0.9%
FTS
346
Fifth Third Securities
Ohio
$5.53M +$2.65M +27,433 +95%
SWM
347
Shelton Wealth Management
Texas
$5.53M -$582K -6,032 -10%
NYLIM
348
New York Life Investment Management
New York
$5.51M -$835K -8,660 -13%
WGC
349
Watts Gwilliam & Co
Arizona
$5.5M +$5.59M +57,940 New
CA
350
CoreCap Advisors
Michigan
$5.46M +$5.36M +55,615 New