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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
AP
376
Aspect Partners
Virginia
$4.77M +$1.04M +10,770 +28%
T
377
TNF
Montana
$4.75M -$71.7K -744 -1%
WS
378
Wedbush Securities
California
$4.75M +$744K +7,716 +19%
PWAC
379
Private Wealth Advisors (California)
California
$4.75M +$4.65M +48,179 New
IGAM
380
iA Global Asset Management
Quebec, Canada
$4.69M -$3.21M -33,251 -41%
CI
381
Cavalier Investments
Georgia
$4.66M -$177K -1,837 -4%
TWM
382
TSA Wealth Management
Texas
$4.66M -$15.8K -164 -0.3%
CFG
383
Cooper Financial Group
California
$4.65M +$333K +3,452 +8%
CV
384
Counterweight Ventures
North Carolina
$4.65M +$4.57M +47,416 New
Toronto Dominion Bank
385
Toronto Dominion Bank
Ontario, Canada
$4.64M -$612K -6,346 -12%
HWA
386
HCR Wealth Advisors
California
$4.63M +$58.6K +608 +1%
RCS
387
Retirement Capital Strategies
California
$4.59M -$260K -2,694 -5%
SWM
388
Spire Wealth Management
Virginia
$4.52M +$1.89M +19,649 +74%
SWA
389
Stratos Wealth Advisors
Ohio
$4.47M -$186K -1,926 -4%
PCA
390
Prosperity Capital Advisors
Ohio
$4.41M -$76.7K -795 -2%
MFS
391
Madrona Financial Services
Washington
$4.39M -$12.2M -126,313 -74%
ACP
392
Aveo Capital Partners
Colorado
$4.38M +$1.46M +15,121 +51%
GWM
393
GDS Wealth Management
Texas
$4.36M -$1.9M -19,729 -31%
AWA
394
Arkadios Wealth Advisors
Georgia
$4.35M +$1.3M +13,490 +44%
UWM
395
USAdvisors Wealth Management
Minnesota
$4.33M +$320K +3,315 +8%
LWL
396
Leo Wealth LLC
Texas
$4.32M -$7.36M -76,331 -63%
IAN
397
Integrated Advisors Network
Texas
$4.32M -$494K -5,127 -10%
GM
398
GeoWealth Management
Illinois
$4.32M +$611K +6,339 +17%
SR
399
Syntax Research
Florida
$4.32M +$26.4K +274 +0.6%
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$4.31M -$84.3K -874 -2%