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iShares 20+ Year Treasury Bond ETF

869 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
351
Consilio Wealth Advisors
Washington
$2.77M +$44.2K +426 +2%
IAP
352
Indie Asset Partners
Indiana
$2.72M +$1.67M +16,135 +157%
LSPW
353
Lake Street Private Wealth
Illinois
$2.7M +$63.2K +609 +2%
BS
354
Banco Santander
Spain
$2.7M +$1.37M +13,161 +100%
FAG
355
Financial Advisory Group
Texas
$2.69M +$1.31M +12,609 +93%
IPW
356
Impact Partnership Wealth
Georgia
$2.67M +$2.69M +25,930 New
GC
357
Guidance Capital
Kentucky
$2.67M +$2.9M +27,956 New
Betterment LLC
358
Betterment LLC
New York
$2.65M +$2.28M +21,950 +581%
CA
359
Continuum Advisory
Idaho
$2.62M +$1.68M +16,209 +175%
CSWG
360
Cardinal Strategic Wealth Guidance
Kentucky
$2.57M +$10.7K +103 +0.4%
LG
361
Leuthold Group
Minnesota
$2.56M -$44.9K -433 -2%
CWA
362
Clarus Wealth Advisors
Arizona
$2.54M +$261K +2,513 +11%
AA
363
Advisory Alpha
Michigan
$2.5M +$1.68M +16,157 +199%
Aberdeen Group
364
Aberdeen Group
United Kingdom
$2.49M -$3.32M -32,000 -57%
DWA
365
Dorsey Wright & Associates
California
$2.47M -$205K -1,974 -8%
TPW
366
Tiller Private Wealth
Pennsylvania
$2.4M +$2.42M +23,315 New
ACM
367
Alethea Capital Management
Washington
$2.4M -$95.6K -922 -4%
MWA
368
Moser Wealth Advisors
Washington
$2.38M +$2.4M +23,165 New
WF
369
Williams Financial
Vermont
$2.36M -$250K -2,409 -10%
HNB
370
Huntington National Bank
Ohio
$2.36M
Creative Planning
371
Creative Planning
Kansas
$2.35M -$805K -7,764 -25%
EH
372
Equitable Holdings
New York
$2.34M +$1.17M +11,249 +98%
Bank of Nova Scotia
373
Bank of Nova Scotia
Ontario, Canada
$2.33M +$2.35M +22,643 New
CWA
374
Clearview Wealth Advisors
Oregon
$2.3M +$2.32M +22,375 New
SS
375
Sunbelt Securities
Texas
$2.3M +$1.95M +18,826 +541%