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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
351
Farther Finance Advisors
California
$3.38M +$2.43M +27,407 +256%
LW
352
Lauer Wealth
Indiana
$3.36M +$139K +1,617 +4%
PCA
353
Prosperity Capital Advisors
Ohio
$3.34M +$3.34M +37,672 New
BWS
354
Buck Wealth Strategies
Colorado
$3.33M +$3.33M +37,570 New
PWM
355
Peterson Wealth Management
Nevada
$3.32M +$74.2K +837 +2%
FF
356
Fluent Financial
Texas
$3.31M -$169K -1,906 -5%
CTC
357
Central Trust Company
Missouri
$3.27M -$4.17M -46,983 -56%
TWM
358
Tradition Wealth Management
Minnesota
$3.26M +$2.42M +27,304 +289%
PA
359
Procyon Advisors
Connecticut
$3.22M +$2.68M +30,242 +497%
ACP
360
Aveo Capital Partners
Colorado
$3.19M -$2.18M -24,608 -41%
WP
361
WealthShield Partners
North Carolina
$3.17M +$2.04M +22,962 +180%
SIS
362
Strategic Investment Solutions
Illinois
$3.15M +$3.12M +32,480 +9,994%
FRA
363
FFG Retirement Advisors
Colorado
$3.13M +$3.13M +35,291 New
PCA
364
Pallas Capital Advisors
Massachusetts
$3.13M +$3.13M +37,234 New
CL
365
Choreo LLC
Illinois
$3.12M -$623K -7,029 -17%
SIA
366
SeaBridge Investment Advisors
New Jersey
$3.07M +$3.07M +34,619 New
CI
367
Cavalier Investments
Georgia
$3.07M -$7.27M -81,954 -70%
State of Tennessee, Department of Treasury
368
State of Tennessee, Department of Treasury
Tennessee
$3.04M
GEM
369
Global Endowment Management
North Carolina
$3.01M -$3.64M -41,010 -55%
MM
370
Main Management
California
$3.01M -$3.26M -36,746 -52%
SWM
371
SigFig Wealth Management
California
$2.99M +$2.99M +33,737 New
ACM
372
Antonetti Capital Management
Florida
$2.99M -$116K -1,305 -4%
SIAP
373
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.98M +$2.98M +33,581 New
FAG
374
Financial Advisory Group
Texas
$2.98M +$662K +7,461 +29%
SIA
375
Soltis Investment Advisors
Utah
$2.97M +$2.97M +33,539 New