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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 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 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$1.37B
4
Citigroup
Citigroup
New York
$610M
5
UBS Group
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$210M
2
SWG
Summit Wealth Group
Vermont
$2.04M
3
AWM
AE Wealth Management
Kansas
$122M
4
PP
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
376
Meridian Wealth Management
Kentucky
$2.27M +$446K +4,328 +24%
FPCP
377
Fort Point Capital Partners
California
$2.27M -$459K -4,463 -17%
Cohen & Steers
378
Cohen & Steers
New York
$2.27M -$103K -1,000 -4%
AA
379
Alesco Advisors
New York
$2.23M -$175K -1,700 -7%
VAG
380
VisionPoint Advisory Group
Texas
$2.23M +$2.23M +21,648 New
CPC
381
Consolidated Planning Corp
Georgia
$2.22M +$1.93M +18,742 +655%
Allianz Asset Management
382
Allianz Asset Management
Germany
$2.21M -$2.72M -26,400 -55%
P
383
Pariax
California
$2.21M +$2.21M +21,497 New
PCS
384
Personal CFO Solutions
New Jersey
$2.21M -$3.6K -35 -0.2%
AIP
385
Almanack Investment Partners
Pennsylvania
$2.21M +$2.21M +21,423 New
PP
386
Pacifica Partners
Canada
$2.18M -$10.4K -103 -0.5%
BWCS
387
Beirne Wealth Consulting Services
Connecticut
$2.12M +$509K +4,942 +32%
LAM
388
LifePro Asset Management
California
$2.12M -$1.62M -15,749 -43%
AWA
389
Arete Wealth Advisors
Illinois
$2.11M +$1.22M +11,834 +137%
OC
390
Oppenheimer & Co
New York
$2.1M +$718K +6,971 +52%
CP
391
Camelot Portfolios
Ohio
$2.08M +$515K +5,000 +33%
Vontobel Holding
392
Vontobel Holding
Switzerland
$2.07M +$1.09M +10,557 +110%
RJT
393
Raymond James Trust
Florida
$2.05M -$3.4K -33 -0.2%
CLOS
394
Compagnie Lombard Odier SCmA
Switzerland
$2.04M -$304K -2,949 -13%
SWG
395
Summit Wealth Group
Vermont
$2.04M -$214M -2,080,214 -99%
BA
396
Ballew Advisors
Mississippi
$2.04M +$199 +2 +0%
T
397
TRUADVICE
Florida
$2.03M +$865K +9,052 +74%
NL
398
NWAM LLC
Washington
$2.02M -$3.05M -29,608 -60%
MA
399
MBA Advisors
Pennsylvania
$2.02M +$2.02M +19,619 New
BA
400
Ballast Advisors
Minnesota
$1.99M -$210K -2,037 -10%
14 15
16
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