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iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
351
SlateStone Wealth
Florida
$1.74M +$246K +2,439 +16%
EP
352
Edgestream Partners
New Jersey
$1.73M +$454K +4,506 +35%
Lazard Asset Management
353
Lazard Asset Management
New York
$1.7M
AAIM
354
American Assets Investment Management
California
$1.69M
CF
355
Centaurus Financial
California
$1.69M +$218K +2,163 +15%
SWM
356
Spire Wealth Management
Virginia
$1.67M +$485K +4,818 +40%
PFA
357
Petra Financial Advisors
Colorado
$1.66M +$1.68M +16,719 New
HT
358
Headlands Technologies
Illinois
$1.66M +$1.68M +16,667 New
GCM
359
Gladius Capital Management
Illinois
$1.66M +$1.68M +16,645 New
OCPWS
360
One Charles Private Wealth Services
Massachusetts
$1.64M -$182K -1,803 -10%
FLA
361
Financial Life Advisors
Texas
$1.63M -$10.2M -100,877 -86%
SWA
362
Stratos Wealth Advisors
Ohio
$1.62M +$49K +486 +3%
VFA
363
Voya Financial Advisors
Connecticut
$1.6M -$96.2K -955 -6%
IAN
364
Integrated Advisors Network
Texas
$1.6M +$1.33M +13,193 +456%
SFA
365
Source Financial Advisors
New York
$1.58M -$630K -6,252 -28%
HCM
366
Hollencrest Capital Management
California
$1.57M -$80.1K -795 -5%
FEM
367
Fulcrum Equity Management
Texas
$1.56M -$317K -3,142 -17%
TA
368
Townsend & Associates
Colorado
$1.53M +$1.48M +14,652 New
CP
369
Camelot Portfolios
Ohio
$1.51M +$10.1K +100 +0.7%
BWCS
370
Beirne Wealth Consulting Services
Connecticut
$1.51M +$1.53M +15,181 New
MWM
371
Meridian Wealth Management
Kentucky
$1.5M +$965K +9,580 +176%
SSA
372
Schonfeld Strategic Advisors
New York
$1.49M +$1.51M +15,000 New
PFA
373
Pettinga Financial Advisors
Indiana
$1.48M -$574K -5,695 -28%
APWA
374
Atlas Private Wealth Advisors
New Jersey
$1.48M +$111K +1,105 +8%
RJT
375
Raymond James Trust
Florida
$1.46M +$147K +1,460 +11%