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iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
376
Sage Advisory Services
Texas
$1.46M +$231K +2,293 +19%
CGPCS
377
Capital Group Private Client Services
California
$1.45M +$14K +139 +1%
QFA
378
Quattro Financial Advisors
Texas
$1.45M +$440K +4,371 +43%
LSPW
379
Lake Street Private Wealth
Illinois
$1.44M +$1.46M +14,477 New
NAG
380
Northstar Advisory Group
New Jersey
$1.43M +$1.44M +14,314 New
AIG
381
American International Group
New York
$1.41M
OWA
382
One Wealth Advisors
California
$1.39M -$548K -5,439 -28%
OA
383
Oxbow Advisors
Texas
$1.37M -$12M -119,060 -90%
OLVIG
384
Oliver Lagore Vanvalin Investment Group
Michigan
$1.35M -$385K -3,820 -22%
CS
385
Credit Suisse
Switzerland
$1.34M -$3.82M -37,954 -74%
CI
386
Cavalier Investments
Georgia
$1.33M +$1.34M +13,337 New
EGA
387
E&G Advisors
Texas
$1.32M -$4.24M -42,065 -76%
FSA
388
Financial Sense Advisors
California
$1.31M -$67.5M -669,593 -98%
AA
389
AlphaQ Advisors
Florida
$1.31M +$1.32M +13,137 New
HW
390
Hancock Whitney
Mississippi
$1.29M +$85K +844 +7%
FW
391
FirstPurpose Wealth
Utah
$1.28M +$675K +6,698 +109%
PA
392
Paragon Advisors
Texas
$1.28M +$1.29M +12,839 New
VFG
393
V2 Financial group
Illinois
$1.27M +$1.29M +12,780 New
CPW
394
Catalyst Private Wealth
California
$1.25M +$712K +7,068 +129%
IWP
395
Innova Wealth Partners
Pennsylvania
$1.24M +$894K +8,870 +248%
SCA
396
Snowden Capital Advisors
New York
$1.24M +$270K +2,684 +28%
BF
397
BOK Financial
Oklahoma
$1.22M +$286K +2,834 +30%
GWA
398
GGM Wealth Advisors
Maryland
$1.21M -$17K -169 -1%
Cohen & Steers
399
Cohen & Steers
New York
$1.2M +$484K +4,806 +67%
VF
400
VitalStone Financial
Texas
$1.2M +$1.23M +12,171 New