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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

772 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 179 funds opening new positions, 305 increasing their positions, 233 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+41
Holders Change %
+5.61%
% 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
1.36%
New
179
Increased
305
Reduced
233
Closed
120
Calls
$8.62B
Puts
$4.86B
Net Calls
+$3.76B
Net Calls Change
-$683M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.82B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.87B
3
UBS Group
3
UBS Group
Switzerland
$532M
4
Rafferty Asset Management
4
Rafferty Asset Management
New York
$528M
5
Goldman Sachs
5
Goldman Sachs
New York
$392M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$29.5M
2
Jane Street
2
Jane Street
New York
$13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$181M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.1B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
351
SlateStone Wealth
Florida
$1.74M +$243K +2,439 +16%
EP
352
Edgestream Partners
New Jersey
$1.73M +$449K +4,506 +35%
Lazard Asset Management
353
Lazard Asset Management
New York
$1.7M -$1.89M – –
AAIM
354
American Assets Investment Management
California
$1.69M – – –
CF
355
Centaurus Financial
California
$1.69M +$215K +2,163 +15%
SWM
356
Spire Wealth Management
Virginia
$1.67M +$480K +4,818 +40%
PFA
357
Petra Financial Advisors
Colorado
$1.66M +$1.66M +16,719 New
HT
358
Headlands Technologies
Illinois
$1.66M +$1.66M +16,667 New
GCM
359
Gladius Capital Management
Illinois
$1.66M +$1.66M +16,645 New
OCPWS
360
One Charles Private Wealth Services
Massachusetts
$1.64M -$180K -1,803 -10%
FLA
361
Financial Life Advisors
Texas
$1.63M -$10M -100,877 -86%
SWA
362
Stratos Wealth Advisors
Ohio
$1.62M +$48.4K +486 +3%
VFA
363
Voya Financial Advisors
Connecticut
$1.6M -$96.1K -955 -6%
IAN
364
Integrated Advisors Network
Texas
$1.6M +$1.31M +13,193 +456%
SFA
365
Source Financial Advisors
New York
$1.58M -$622K -6,252 -28%
HCM
366
Hollencrest Capital Management
California
$1.57M -$79.2K -795 -5%
FEM
367
Fulcrum Equity Management
Texas
$1.56M -$313K -3,142 -17%
TA
368
Townsend & Associates
Colorado
$1.53M +$1.53M +14,652 New
CP
369
Camelot Portfolios
Ohio
$1.51M +$9.96K +100 +0.7%
BWCS
370
Beirne Wealth Consulting Services
Connecticut
$1.51M +$1.51M +15,181 New
MWM
371
Meridian Wealth Management
Kentucky
$1.5M +$954K +9,580 +176%
SSA
372
Schonfeld Strategic Advisors
New York
$1.49M +$1.49M +15,000 New
PFA
373
Pettinga Financial Advisors
Indiana
$1.48M -$567K -5,695 -28%
APWA
374
Atlas Private Wealth Advisors
New Jersey
$1.48M +$110K +1,105 +8%
RJT
375
Raymond James Trust
Florida
$1.46M +$145K +1,460 +11%
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