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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
FA
376
FDx Advisors
Illinois
$3.76M -$159K -1,680 -4%
NL
377
NDWM LLC
California
$3.74M -$2.99M -31,583 -44%
PWM
378
Perigon Wealth Management
California
$3.73M -$252K -2,665 -6%
CI
379
Cavalier Investments
Georgia
$3.72M -$2.66M -28,151 -42%
SCM
380
Sheridan Capital Management
California
$3.72M -$459K -4,855 -11%
4FG
381
4Thought Financial Group
New York
$3.71M +$1.54M +16,242 +71%
MFG
382
Merit Financial Group
Georgia
$3.7M -$179K -1,989 -5%
MHS
383
M Holdings Securities
Oregon
$3.69M +$87.2K +922 +2%
AG
384
Ascent Group
Virginia
$3.67M -$900K -9,510 -20%
SAW
385
Signal Advisors Wealth
Michigan
$3.67M +$33.5K +354 +0.9%
KFSC
386
Keystone Financial Services (Colorado)
Colorado
$3.64M -$876K -9,253 -19%
BPGAM
387
BTG Pactual Global Asset Management
Bermuda
$3.6M +$3.6M +38,025 New
UWM
388
USAdvisors Wealth Management
Minnesota
$3.56M +$284K +3,001 +9%
BWM
389
Bulltick Wealth Management
Florida
$3.55M +$1.23M +12,988 +53%
HWM
390
HB Wealth Management
Georgia
$3.51M +$3.51M +37,089 New
SWC
391
Spectrum Wealth Counsel
Indiana
$3.5M -$1.14K -12 -0%
CFG
392
Cooper Financial Group
California
$3.5M +$6.72K +71 +0.2%
SA
393
Stewardship Advisors
Pennsylvania
$3.47M -$6.47M -68,396 -65%
RHP
394
Royal Harbor Partners
Texas
$3.46M -$6.88M -72,681 -67%
RCM
395
Ridgepath Capital Management
Tennessee
$3.45M +$3.45M +36,414 New
FRA
396
FFG Retirement Advisors
Colorado
$3.44M +$330K +3,487 +11%
DFA
397
Davies Financial Advisors
California
$3.4M +$3.4M +35,910 New
LC
398
LCNB Corp
Ohio
$3.37M +$973K +10,287 +41%
Allspring Global Investments
399
Allspring Global Investments
North Carolina
$3.37M -$5.06M -53,513 -60%
WWA
400
WCG Wealth Advisors
Nevada
$3.35M +$2.35M +24,879 +237%