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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

620 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 273 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+34
Holders Change %
+5.8%
% of All Funds
12.54%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.56%
New
97
Increased
273
Reduced
192
Closed
57
Calls
$4.06B
Puts
$7.54B
Net Calls
-$3.48B
Net Calls Change
-$3.38B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
2
UBS Group
UBS Group
Switzerland
$934M
3
Barclays
Barclays
United Kingdom
$807M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$483M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$542M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.38B
2
BAM
BTS Asset Management
Massachusetts
$0
3
BlackRock
BlackRock
New York
$383M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$169M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
376
Homrich & Berg
Georgia
$641K -$242K -1,481 -27%
PG
377
Patten Group
Tennessee
$626K +$2.94K +18 +0.5%
PCIA
378
Prime Capital Investment Advisors
Kansas
$622K +$93.2K +571 +18%
BIA
379
Biondo Investment Advisors
Pennsylvania
$617K +$28.1K +172 +5%
RWA
380
Redhawk Wealth Advisors
Minnesota
$616K +$616K +3,773 New
SCM
381
Shelton Capital Management
Colorado
$610K -$775K -4,750 -56%
CAM
382
Concorde Asset Management
Michigan
$604K +$34.6K +213 +6%
PMG
383
ProVise Management Group
Florida
$604K +$604K +3,701 New
HFM
384
Harvest Fund Management
China
$586K -$8.39M -52,633 -93%
FAIM
385
Financial Advocates Investment Management
Washington
$585K -$1.68M -10,283 -74%
RJT
386
Raymond James Trust
Florida
$580K +$16.2K +99 +3%
FA
387
FDx Advisors
Illinois
$572K +$572K +3,506 New
Bank Julius Baer & Co
388
Bank Julius Baer & Co
Switzerland
$571K -$163K -1,000 -22%
WC
389
Wexford Capital
Florida
$571K +$571K +3,500 New
GVAG
390
Great Valley Advisor Group
Delaware
$568K -$2.04M -12,485 -78%
Mercer Global Advisors
391
Mercer Global Advisors
Colorado
$565K +$87.3K +535 +18%
BHWM
392
Bay Harbor Wealth Management
Maryland
$549K +$34.6K +212 +7%
RWB
393
RMR Wealth Builders
New Jersey
$548K +$548K +3,357 +167,850%
IWM
394
IHT Wealth Management
Illinois
$544K -$44.9K -275 -8%
GM
395
GeoWealth Management
Illinois
$541K -$64.2K -396 -11%
RA
396
RFG Advisory
Alabama
$533K -$13.2K -81 -2%
SFA
397
Sequoia Financial Advisors
Ohio
$532K +$229K +1,400 +75%
SG
398
StoneX Group
New York
$528K -$12.2K -75 -2%
Betterment LLC
399
Betterment LLC
New York
$526K +$9.15K +56 +2%
CAM
400
Cresset Asset Management
Illinois
$519K +$9.31K +57 +2%
14 15
16
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