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iShares 20+ Year Treasury Bond ETF

869 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
RVM
376
Robinson Value Management
Texas
$2.28M +$330K +3,180 +17%
MWM
377
Meridian Wealth Management
Kentucky
$2.27M +$449K +4,328 +24%
FPCP
378
Fort Point Capital Partners
California
$2.27M -$463K -4,463 -17%
Cohen & Steers
379
Cohen & Steers
New York
$2.27M -$104K -1,000 -4%
AA
380
Alesco Advisors
New York
$2.23M -$176K -1,700 -7%
VAG
381
VisionPoint Advisory Group
Texas
$2.23M +$2.25M +21,648 New
CPC
382
Consolidated Planning Corp
Georgia
$2.22M +$1.94M +18,742 +655%
Allianz Asset Management
383
Allianz Asset Management
Germany
$2.21M -$2.74M -26,400 -55%
P
384
Pariax
California
$2.21M +$2.23M +21,497 New
PCS
385
Personal CFO Solutions
New Jersey
$2.21M -$3.63K -35 -0.2%
AIP
386
Almanack Investment Partners
Pennsylvania
$2.21M +$2.22M +21,423 New
PP
387
Pacifica Partners
Canada
$2.18M -$10.7K -103 -0.5%
BWCS
388
Beirne Wealth Consulting Services
Connecticut
$2.12M +$513K +4,942 +32%
LAM
389
LifePro Asset Management
California
$2.12M -$1.63M -15,749 -43%
AWA
390
Arete Wealth Advisors
Illinois
$2.11M +$1.23M +11,834 +137%
OC
391
Oppenheimer & Co
New York
$2.1M +$723K +6,971 +52%
CP
392
Camelot Portfolios
Ohio
$2.08M +$519K +5,000 +33%
Vontobel Holding
393
Vontobel Holding
Switzerland
$2.07M +$1.1M +10,557 +110%
RJT
394
Raymond James Trust
Florida
$2.05M -$3.42K -33 -0.2%
CLOS
395
Compagnie Lombard Odier SCmA
Switzerland
$2.04M -$306K -2,949 -13%
SWG
396
Summit Wealth Group
Vermont
$2.04M -$216M -2,080,214 -99%
BA
397
Ballew Advisors
Mississippi
$2.04M +$207 +2 +0%
T
398
TRUADVICE
Florida
$2.03M +$939K +9,052 +74%
NL
399
NWAM LLC
Washington
$2.02M -$3.07M -29,608 -60%
MA
400
MBA Advisors
Pennsylvania
$2.02M +$2.04M +19,619 New