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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

515 hedge funds and large institutions have $12.6B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 191 increasing their positions, 173 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+47
Holders Change %
+10.04%
% of All Funds
11.31%
Holding in Top 10
77
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.93%
% of All Funds
1.69%
New
114
Increased
191
Reduced
173
Closed
63
Calls
$3.46B
Puts
$5.78B
Net Calls
-$2.32B
Net Calls Change
+$1.71B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$509M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$270M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$246M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$177M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$556M
2
Wells Fargo
Wells Fargo
California
-$184M
3
UBS Group
UBS Group
Switzerland
-$184M
4
Goldman Sachs
Goldman Sachs
New York
-$152M
5
CSIA
Charles Schwab Investment Advisory
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
351
Concourse Financial Group Securities
Alabama
$583K +$434K +3,029 +290%
SBSB
352
Sullivan, Bruyette, Speros & Blaney
Virginia
$576K -$50.8K -355 -8%
CCM
353
Context Capital Management
California
$572K – – –
EWM
354
Executive Wealth Management
Michigan
$568K +$95.8K +670 +20%
PWA
355
Physician Wealth Advisors
Utah
$559K +$559K +3,983 New
IWM
356
IHT Wealth Management
Illinois
$548K -$358K -2,504 -40%
NR
357
Newfound Research
Massachusetts
$547K -$154K -1,075 -22%
GIP
358
Granite Investment Partners
California
$544K -$91.5K -656 -14%
FCA
359
FinTrust Capital Advisors
South Carolina
$543K -$11.9K -83 -2%
CL
360
CSS LLC
Illinois
$529K +$529K +3,696 New
SC
361
Solstein Capital
California
$527K +$158K +1,100 +43%
SW
362
SVB Wealth
Massachusetts
$526K +$289K +2,019 +122%
CWP
363
Capital Wealth Planning
Florida
$517K +$517K +3,716 New
DE
364
Day & Ennis
Georgia
$516K +$516K +3,603 New
BCM
365
Bluefin Capital Management
New York
$515K +$515K +3,600 New
JPLA
366
Joseph P. Lucia & Associates
New York
$512K +$78.9K +552 +18%
BO
367
Bach Option
Hong Kong
$509K +$509K +3,560 New
GWM
368
Geneos Wealth Management
Colorado
$500K +$73.8K +518 +17%
SFA
369
Semmax Financial Advisors
North Carolina
$499K +$499K +3,487 New
TIA
370
Tiemann Investment Advisors
California
$493K – – –
DA
371
Doliver Advisors
Texas
$493K +$493K +3,525 New
CAG
372
Csenge Advisory Group
Florida
$491K +$491K +3,429 New
SWM
373
Sequoia Wealth Management
Illinois
$489K -$81.3K -570 -14%
FHA
374
Flagship Harbor Advisors
Massachusetts
$482K +$29.6K +207 +7%
NA
375
Navellier & Associates
Nevada
$479K +$207K +1,443 +76%
13 14
15
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