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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 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 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$1.37B
4
Citigroup
Citigroup
New York
$610M
5
UBS Group
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$210M
2
SWG
Summit Wealth Group
Vermont
$2.04M
3
AWM
AE Wealth Management
Kansas
$122M
4
PP
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAP
351
Indie Asset Partners
Indiana
$2.72M +$1.66M +16,135 +157%
LSPW
352
Lake Street Private Wealth
Illinois
$2.7M +$62.7K +609 +2%
BS
353
Banco Santander
Spain
$2.7M +$1.35M +13,161 +100%
FAG
354
Financial Advisory Group
Texas
$2.69M +$1.3M +12,609 +93%
IPW
355
Impact Partnership Wealth
Georgia
$2.67M +$2.67M +25,930 New
GC
356
Guidance Capital
Kentucky
$2.67M +$2.67M +27,956 New
Betterment LLC
357
Betterment LLC
New York
$2.65M +$2.26M +21,950 +581%
CA
358
Continuum Advisory
Idaho
$2.62M +$1.67M +16,209 +175%
CSWG
359
Cardinal Strategic Wealth Guidance
Kentucky
$2.57M +$10.6K +103 +0.4%
LG
360
Leuthold Group
Minnesota
$2.56M -$44.6K -433 -2%
CWA
361
Clarus Wealth Advisors
Arizona
$2.54M +$249K +2,513 +11%
AA
362
Advisory Alpha
Michigan
$2.5M +$1.66M +16,157 +199%
Aberdeen Group
363
Aberdeen Group
United Kingdom
$2.49M -$3.29M -32,000 -57%
DWA
364
Dorsey Wright & Associates
California
$2.47M -$203K -1,974 -8%
TPW
365
Tiller Private Wealth
Pennsylvania
$2.4M +$2.4M +23,315 New
ACM
366
Alethea Capital Management
Washington
$2.4M -$94.9K -922 -4%
MWA
367
Moser Wealth Advisors
Washington
$2.38M +$2.38M +23,165 New
WF
368
Williams Financial
Vermont
$2.36M -$248K -2,409 -10%
HNB
369
Huntington National Bank
Ohio
$2.36M -$2.35M – –
Creative Planning
370
Creative Planning
Kansas
$2.35M -$799K -7,764 -25%
EH
371
Equitable Holdings
New York
$2.34M +$1.16M +11,249 +98%
Bank of Nova Scotia
372
Bank of Nova Scotia
Ontario, Canada
$2.33M +$2.33M +22,643 New
CWA
373
Clearview Wealth Advisors
Oregon
$2.3M +$2.3M +22,375 New
SS
374
Sunbelt Securities
Texas
$2.3M +$1.94M +18,826 +541%
RVM
375
Robinson Value Management
Texas
$2.28M +$327K +3,180 +17%
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