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iShares 20+ Year Treasury Bond ETF

803 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 364 increasing their positions, 208 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+31
Holders Change %
+4.02%
% of All Funds
12.85%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.6%
New
156
Increased
364
Reduced
208
Closed
108
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$744M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
351
TrueWealth Advisors
Alabama
$2.14M -$2.04M -19,189 -49%
SWA
352
Stratos Wealth Advisors
Ohio
$2.13M +$393K +3,691 +23%
RJT
353
Raymond James Trust
Florida
$2.12M +$565K +5,307 +36%
BA
354
Ballew Advisors
Mississippi
$2.12M -$33.1K -319 -2%
OCPWS
355
One Charles Private Wealth Services
Massachusetts
$2.07M +$323K +3,037 +18%
MCC
356
Money Concepts Capital
Florida
$2.04M +$1.98M +318,269 +3,287%
AWS
357
AJ Wealth Strategies
New York
$2.03M +$2.03M +19,131 New
KFS
358
Kelly Financial Services
Massachusetts
$2.03M +$95.6K +899 +5%
IAN
359
Integrated Advisors Network
Texas
$2.01M +$302K +2,842 +18%
RVM
360
Robinson Value Management
Texas
$2.01M
BFIC
361
Bedell Frazier Investment Counselling
California
$1.99M -$234K -2,204 -11%
IFA
362
Interactive Financial Advisors
Illinois
$1.98M -$271K -2,547 -12%
CGPCS
363
Capital Group Private Client Services
California
$1.92M +$369K +3,468 +24%
WIM
364
WealthPlan Investment Management
Nebraska
$1.92M -$11.5K -108 -0.6%
TA
365
Tectonic Advisors
Texas
$1.91M +$53.3K +501 +3%
SG Americas Securities
366
SG Americas Securities
New York
$1.9M -$203K -1,906 -10%
PAG
367
Private Advisory Group
Washington
$1.9M +$1.9M +17,842 New
MWM
368
Meridian Wealth Management
Kentucky
$1.89M +$290K +2,723 +18%
LFAS
369
Level Four Advisory Services
Texas
$1.88M +$1.88M +17,681 New
WCM
370
Windham Capital Management
Massachusetts
$1.88M -$42.4K -399 -2%
FIA
371
Foundations Investment Advisors
Arizona
$1.87M -$72.3K -680 -4%
LPT
372
Legacy Private Trust
Wisconsin
$1.82M -$409K -3,848 -18%
Wealthfront Advisers
373
Wealthfront Advisers
California
$1.76M -$530K -4,984 -23%
Lazard Asset Management
374
Lazard Asset Management
New York
$1.75M -$1.7M
SHGA
375
Sand Hill Global Advisors
California
$1.73M -$3.42M -32,150 -66%