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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,201 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 430 increasing their positions, 449 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+29
Holders Change %
+2.47%
% of All Funds
15.99%
Holding in Top 10
102
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-19.69%
% of All Funds
1.36%
New
242
Increased
430
Reduced
449
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
1
Capula Management
Cayman Islands
$456M
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$195M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$635M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.8B
2
Bank of America
2
Bank of America
North Carolina
$6.92B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$271M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$18.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$942M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
351
USAdvisors Wealth Management
Minnesota
$4.81M +$973K +11,142 +25%
BWM
352
Brown Wealth Management
Illinois
$4.8M +$2.61M +29,917 +119%
AP
353
Advisors Preferred
Maryland
$4.8M -$19M -216,805 -80%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$4.79M +$953K +10,912 +25%
NW
355
NewEdge Wealth
Pennsylvania
$4.69M +$116K +1,328 +3%
EFM
356
Eley Financial Management
Vermont
$4.68M +$111K +1,271 +2%
WF
357
Wayfinding Financial
Washington
$4.67M +$4.67M +53,423 New
NPAN
358
Northeast Planning Associates NH
New Hampshire
$4.64M +$4.64M +53,163 New
WGC
359
Watts Gwilliam & Co
Arizona
$4.63M -$345K -4,021 -7%
SFS
360
Sowell Financial Services
Arkansas
$4.62M -$6.94M -79,485 -60%
CWA
361
Centerline Wealth Advisors
Kentucky
$4.53M +$4.53M +51,894 New
GWM
362
Geneos Wealth Management
Colorado
$4.44M +$3.05M +34,948 +219%
MA
363
MONECO Advisors
Connecticut
$4.42M -$380K -4,352 -8%
Vontobel Holding
364
Vontobel Holding
Switzerland
$4.41M -$1.9M -21,761 -30%
CFG
365
Cooper Financial Group
California
$4.39M +$249K +2,851 +6%
WS
366
Wedbush Securities
California
$4.38M +$156K +1,783 +4%
BI
367
Bramshill Investments
Florida
$4.38M -$88.6M -1,014,580 -95%
PWAC
368
Private Wealth Advisors (California)
California
$4.37M +$165K +1,893 +4%
EWA
369
EverSource Wealth Advisors
Alabama
$4.35M +$4.1M +46,952 +1,646%
CI
370
Cavalier Investments
Georgia
$4.3M +$146K +1,671 +4%
CV
371
Counterweight Ventures
North Carolina
$4.27M +$125K +1,429 +3%
BS
372
Banco Santander
Spain
$4.25M +$3.2M +36,664 +306%
AWA
373
Arkadios Wealth Advisors
Georgia
$4.23M +$357K +4,086 +9%
KWM
374
Kiker Wealth Management
Georgia
$4.19M +$4.19M +47,939 New
SHIM
375
Stone House Investment Management
Pennsylvania
$4.18M -$779K -8,919 -16%
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15
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