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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
351
Gerber Kawasaki Wealth & Investment Management
California
$4.34M +$510K +5,600 +13%
SG
352
Sourcerock Group
Colorado
$4.32M -$2.55K -28 -0.1%
Verition Fund Management
353
Verition Fund Management
Connecticut
$4.27M -$613K -6,722 -13%
HWA
354
HCR Wealth Advisors
California
$4.27M +$38.5K +423 +0.9%
ASGS
355
Alpha Square Group S
New York
$4.22M
PCA
356
Prosperity Capital Advisors
Ohio
$4.2M +$1.29M +14,104 +45%
PWM
357
Perigon Wealth Management
California
$4.12M +$498K +5,464 +14%
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$4.11M -$293K -3,218 -7%
WA
359
Wealth Alliance
New York
$4.11M -$522K -5,731 -11%
PFA
360
Pettinga Financial Advisors
Indiana
$4.08M -$203K -2,231 -5%
CFG
361
Cooper Financial Group
California
$4.04M +$643K +7,057 +19%
PFG
362
PAX Financial Group
Texas
$4.04M +$206K +2,257 +5%
BPAMU
363
BTG Pactual Asset Management US
New York
$4.03M +$4M +43,936 New
SR
364
Syntax Research
Florida
$4.01M +$254K +2,783 +7%
Franklin Resources
365
Franklin Resources
California
$3.94M -$737K -8,091 -16%
BFWM
366
Bright Futures Wealth Management
New York
$3.91M -$268K -2,939 -7%
AG
367
Ascent Group
Virginia
$3.89M +$324K +3,552 +9%
Marshall Wace
368
Marshall Wace
United Kingdom
$3.82M -$5.75M -63,075 -60%
KFSC
369
Keystone Financial Services (Colorado)
Colorado
$3.81M +$276K +3,026 +8%
MFG
370
Merit Financial Group
Georgia
$3.8M +$19.7K +216 +0.5%
TCA
371
Transcend Capital Advisors
New Jersey
$3.8M +$14.1K +155 +0.4%
VCP
372
Verus Capital Partners
Arizona
$3.77M -$134K -1,468 -3%
TRCT
373
Tower Research Capital (TRC)
New York
$3.77M +$2.22M +24,351 +146%
BWCS
374
Beirne Wealth Consulting Services
Connecticut
$3.76M +$657K +7,213 +21%
SSWM
375
Smith Salley Wealth Management
North Carolina
$3.75M +$63.1K +693 +2%