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iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
LHWM
351
Lake Hills Wealth Management
Texas
$920K +$915K +6,211 New
CW
352
CreativeOne Wealth
Kansas
$919K -$167K -1,131 -15%
CA
353
Cambridge Advisors
Nebraska
$914K -$98.2K -666 -10%
CT
354
Caldwell Trust
Florida
$913K -$10.8K -73 -1%
FPS
355
Fieldpoint Private Securities
Connecticut
$891K +$49.1K +333 +6%
WSTAM
356
Wilbanks Smith & Thomas Asset Management
Virginia
$882K +$80.3K +545 +10%
TC
357
Tatro Capital
Kentucky
$876K
FTA
358
Financial & Tax Architects
Missouri
$857K +$54.7K +371 +7%
BF
359
BOK Financial
Oklahoma
$853K +$144K +976 +20%
CCM
360
Canal Capital Management
Virginia
$845K +$110K +746 +15%
TMC
361
Trellus Management Company
Florida
$845K +$840K +5,700 New
BBVA
362
Banco Bilbao Vizcaya Argentaria
Spain
$837K -$104K -703 -11%
BIA
363
Biondo Investment Advisors
Pennsylvania
$831K +$121K +818 +17%
WA
364
Wealth Alliance
New York
$827K +$605K +4,107 +279%
RIA
365
Regal Investment Advisors
Michigan
$814K -$2.32M -15,767 -74%
RPCA
366
Running Point Capital Advisors
California
$804K -$107K -724 -12%
TCA
367
Transcend Capital Advisors
New Jersey
$801K +$220K +1,496 +38%
OIS
368
Okabena Investment Services
Minnesota
$783K
Toronto Dominion Bank
369
Toronto Dominion Bank
Ontario, Canada
$776K -$9.74M -66,059 -93%
GG
370
Gofen & Glossberg
Illinois
$768K -$60.4K -410 -7%
PCMU
371
Paragon Capital Management (Utah)
Utah
$766K +$762K +5,171 New
JSW
372
Journey Strategic Wealth
New Jersey
$763K +$759K +5,150 New
SL
373
SWMG LLC
Texas
$759K +$328K +2,228 +77%
RC
374
RegentAtlantic Capital
New Jersey
$756K +$310K +2,101 +70%
NL
375
NKCFO LLC
Illinois
$741K +$368K +2,500 +100%