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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
NP
351
NorthRock Partners
Minnesota
$4.22M -$1.13M -11,910 -21%
BBA
352
Braun-Bostich & Associates
Pennsylvania
$4.17M +$4.17M +44,064 New
IAN
353
Integrated Advisors Network
Texas
$4.1M +$416K +4,401 +11%
CCWM
354
Correct Capital Wealth Management
Missouri
$4.08M +$1.79M +18,933 +78%
BWM
355
Brown Wealth Management
Illinois
$4.08M +$1.94M +20,500 +90%
RG
356
Retirement Group
California
$4.04M -$813K -8,593 -17%
BWA
357
Beam Wealth Advisors
Louisiana
$4.01M +$2.23M +23,544 +125%
VCP
358
Verus Capital Partners
Arizona
$4.01M +$209K +2,205 +5%
BFWM
359
Bright Futures Wealth Management
New York
$3.99M +$3.99M +42,693 New
WGC
360
Watts Gwilliam & Co
Arizona
$3.98M +$3.98M +43,773 New
Vontobel Holding
361
Vontobel Holding
Switzerland
$3.97M +$569K +6,011 +17%
GWSA
362
Global Wealth Strategies & Associates
Colorado
$3.96M +$3.96M +41,806 New
PFG
363
PAX Financial Group
Texas
$3.95M -$777K -8,211 -16%
GKWIM
364
Gerber Kawasaki Wealth & Investment Management
California
$3.94M +$1.93M +20,439 +96%
QPWM
365
Quadrant Private Wealth Management
Pennsylvania
$3.91M +$200K +2,114 +5%
TCA
366
Transcend Capital Advisors
New Jersey
$3.91M -$300K -3,171 -7%
LPAM
367
Lodestar Private Asset Management
California
$3.88M +$880K +9,302 +29%
FIM
368
FWL Investment Management
Texas
$3.88M +$284K +2,999 +8%
SR
369
Syntax Research
Florida
$3.87M -$53K -560 -1%
FA
370
Fortis Advisors
Pennsylvania
$3.87M +$4.16K +44 +0.1%
CCM
371
Cinctive Capital Management
New York
$3.87M +$3.87M +40,880 New
Wealthfront Advisers
372
Wealthfront Advisers
California
$3.84M +$654K +6,911 +21%
VFPW
373
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.84M +$92.7K +980 +2%
CAG
374
Csenge Advisory Group
Florida
$3.8M -$807K -8,529 -17%
SSWM
375
Smith Salley Wealth Management
North Carolina
$3.8M +$3.8M +40,135 New