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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,201 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 430 increasing their positions, 449 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+29
Holders Change %
+2.47%
% of All Funds
15.99%
Holding in Top 10
102
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-19.69%
% of All Funds
1.36%
New
242
Increased
430
Reduced
449
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
1
Capula Management
Cayman Islands
$456M
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$195M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$635M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.8B
2
Bank of America
2
Bank of America
North Carolina
$6.92B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$271M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$18.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$942M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
376
Sigma Planning Corp
Michigan
$4.15M -$1.87M -21,423 -31%
BWG
377
Boomfish Wealth Group
Georgia
$4.1M +$906K +10,369 +28%
EFMH
378
E Fund Management (HK)
Hong Kong
$4.08M -$516K -5,904 -11%
EFM
379
E Fund Management
China
$4.08M -$516K -5,904 -11%
TWM
380
TSA Wealth Management
Texas
$4.07M -$78.6K -900 -2%
SWG
381
Summit Wealth Group
Vermont
$4.06M +$228K +2,606 +6%
Franklin Resources
382
Franklin Resources
California
$4.04M +$98.7K +1,130 +3%
MFWM
383
Motley Fool Wealth Management
Virginia
$4M +$4M +46,948 New
SKK
384
Shepherd Kaplan Krochuk
Massachusetts
$3.99M +$3.99M +45,665 New
RA
385
RFG Advisory
Alabama
$3.93M +$281K +3,217 +8%
PCS
386
Private Client Services
Kentucky
$3.87M +$144K +1,651 +4%
PFA
387
Pettinga Financial Advisors
Indiana
$3.85M +$207K +2,373 +6%
AFS
388
AFG Fiduciary Services
Massachusetts
$3.83M -$13.4M -154,118 -78%
JIR
389
James Investment Research
Ohio
$3.83M -$1.6M -18,293 -29%
MFG
390
Merit Financial Group
Georgia
$3.83M +$1.93M +22,048 +101%
AG
391
Ascent Group
Virginia
$3.83M -$1.52M -17,431 -28%
AP
392
Aspect Partners
Virginia
$3.78M -$467K -5,343 -11%
MWM
393
Meridian Wealth Management
Kentucky
$3.74M +$1.4M +16,009 +60%
SSWM
394
Smith Salley Wealth Management
North Carolina
$3.72M +$42.4K +486 +1%
HZ
395
Hixon Zuercher
Ohio
$3.72M +$56.5K +647 +2%
PA
396
PFG Advisors
Arizona
$3.71M -$15.2K -174 -0.4%
FCA
397
Fortis Capital Advisors
Kansas
$3.71M +$251K +2,600 +7%
RAG
398
RIA Advisory Group
Iowa
$3.7M -$7.17M -82,119 -66%
KJWM
399
Kiley Juergens Wealth Management
Washington
$3.69M +$561K +6,426 +18%
LI
400
LifeWealth Investments
Florida
$3.64M +$3.64M +41,630 New
14 15
16
17 18