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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

584 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 196 increasing their positions, 229 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
12.9%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.86%
New
126
Increased
196
Reduced
229
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$492M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$441M
3
Charles Schwab
Charles Schwab
California
+$161M
4
US Bancorp
US Bancorp
Minnesota
+$161M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$136M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.1B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$466M
3
Morgan Stanley
Morgan Stanley
New York
-$259M
4
Citadel Advisors
Citadel Advisors
Florida
-$163M
5
CSIA
Charles Schwab Investment Advisory
California
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
376
Lindbrook Capital
California
$495K +$229K +1,389 +86%
SWP
377
Summit Wealth Partners
Florida
$488K – – –
RGC
378
Roberts, Glore & Co
Illinois
$486K +$486K +2,949 New
C
379
Certuity
Florida
$482K -$82.4K -499 -15%
WAP
380
Wealthcare Advisory Partners
Pennsylvania
$481K +$9.73K +59 +2%
MCM
381
Monarch Capital Management
Indiana
$475K – – –
Franklin Resources
382
Franklin Resources
California
$468K +$468K +2,836 New
KA
383
Kovack Advisors
Florida
$462K -$138K -837 -23%
CAM
384
Cresset Asset Management
Illinois
$457K -$42.4K -257 -8%
NL
385
NKCFO LLC
Illinois
$455K -$419K -2,540 -48%
BFP
386
Briaud Financial Planning
Texas
$447K +$163K +988 +57%
CIA
387
Choate Investment Advisors
Massachusetts
$445K +$445K +2,700 New
CL
388
CPWM LLC
Washington
$445K +$445K +2,700 New
SP
389
Successful Portfolios
Florida
$444K +$152K +921 +52%
M&T Bank
390
M&T Bank
New York
$441K +$441K +2,670 New
SMG
391
Smart Money Group
Texas
$438K +$438K +2,658 New
PWA
392
Physician Wealth Advisors
Utah
$435K -$392K -2,313 -47%
CWA
393
Clarus Wealth Advisors
Arizona
$433K +$433K +2,570 New
Geode Capital Management
394
Geode Capital Management
Massachusetts
$430K – – –
GRP
395
Global Retirement Partners
California
$430K +$304K +1,842 +240%
FGAM
396
Financial Gravity Asset Management
Texas
$421K -$153K -933 -27%
PPP
397
Private Portfolio Partners
New Jersey
$410K -$74.1K -450 -15%
BC
398
Burleson & Co
California
$410K +$410K +2,500 New
AF
399
Affiance Financial
Minnesota
$406K +$57.5K +349 +17%
OIA
400
OneDigital Investment Advisors
Kansas
$402K +$142K +860 +55%
14 15
16
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