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iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
401
First Manhattan
New York
$565K
EPA
402
Element Pointe Advisors
Florida
$565K +$562K +3,816 New
ECM
403
ExodusPoint Capital Management
New York
$563K -$2.67M -18,100 -83%
CCMD
404
Cypress Capital Management (Delaware)
Delaware
$556K +$553K +3,755 New
Qube Research & Technologies (QRT)
405
Qube Research & Technologies (QRT)
United Kingdom
$554K -$67.7M -459,310 -99%
PCM
406
Prelude Capital Management
New York
$550K +$547K +3,712 New
JPLA
407
Joseph P. Lucia & Associates
New York
$546K -$308K -2,091 -36%
Deutsche Bank
408
Deutsche Bank
Germany
$546K
JWCA
409
J.W. Cole Advisors
Florida
$534K +$531K +3,606 New
HGWM
410
Horst & Graben Wealth Management
Oregon
$527K -$107K -723 -17%
GSWM
411
Golden State Wealth Management
California
$522K -$1.92K -13 -0.4%
OPS
412
Orion Portfolio Solutions
Nebraska
$522K +$116K +790 +29%
IIA
413
IPG Investment Advisors
California
$520K +$517K +3,505 New
VVP
414
Venture Visionary Partners
Ohio
$518K -$100K -681 -16%
MS
415
Maven Securities
Jersey
$518K
WP
416
WealthShield Partners
North Carolina
$512K -$136K -924 -21%
BP
417
Ballentine Partners
Massachusetts
$510K
CFB
418
Cullen/Frost Bankers
Texas
$509K -$101K -683 -17%
TLP
419
Trinity Legacy Partners
Texas
$504K +$501K +3,400 New
Comerica Bank
420
Comerica Bank
Texas
$501K +$137K +932 +36%
Lido Advisors
421
Lido Advisors
California
$492K +$87.5K +594 +22%
TPCW
422
TD Private Client Wealth
New York
$492K -$2.06K -14 -0.4%
IFWM
423
Institute for Wealth Management
Colorado
$490K +$68.8K +467 +16%
LOPW
424
Live Oak Private Wealth
North Carolina
$489K
MSFS
425
Main Street Financial Solutions
Pennsylvania
$484K +$4.13K +28 +0.9%