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iShares 20+ Year Treasury Bond ETF

657 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 253 increasing their positions, 196 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.4%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.08%
New
132
Increased
253
Reduced
196
Closed
133
Calls
$6.51B
Puts
$6.24B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
401
B. Riley Wealth Advisors
Florida
$531K -$364K -2,749 -41%
IFWM
402
Institute for Wealth Management
Colorado
$528K +$91K +689 +21%
VCWA
403
Vanguard Capital Wealth Advisors
Colorado
$527K -$368K -2,789 -41%
GSWM
404
Golden State Wealth Management
California
$521K +$55K +416 +12%
AWA
405
Arete Wealth Advisors
Illinois
$520K -$1.02M -7,740 -66%
FHB
406
First Hawaiian Bank
Hawaii
$520K -$97.2K -735 -16%
SS
407
Simplicity Solutions
Minnesota
$520K +$520K +3,939 New
KWMG
408
King Wealth Management Group
Florida
$517K -$396 -3 -0.1%
OPS
409
Orion Portfolio Solutions
Nebraska
$517K +$52K +394 +11%
SWMG
410
Signature Wealth Management Group
Georgia
$515K +$83.9K +635 +19%
CCFM
411
Clear Creek Financial Management
Washington
$511K -$132K -1,003 -21%
First Manhattan
412
First Manhattan
New York
$504K
NAM
413
Nationwide Asset Management
Ohio
$501K +$501K +3,800 New
ATPW
414
Ashton Thomas Private Wealth
Arizona
$500K -$1.38M -10,457 -73%
IIC
415
Integrated Investment Consultants
Michigan
$499K +$499K +3,780 New
CCMD
416
Cypress Capital Management (Delaware)
Delaware
$496K
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$491K +$339K +2,563 +222%
RJT
418
Raymond James Trust
Florida
$491K +$491K +3,717 New
WSTAM
419
Wilbanks Smith & Thomas Asset Management
Virginia
$488K -$214K -1,813 -30%
Deutsche Bank
420
Deutsche Bank
Germany
$486K
LMKC
421
L.M. Kohn & Company
Ohio
$481K +$481K +3,637 New
SBH
422
Segall Bryant & Hamill
Illinois
$480K +$480K +3,650 New
HFA
423
High Falls Advisors
New York
$478K +$152K +1,153 +47%
ICG
424
InterOcean Capital Group
Tennessee
$474K +$83.1K +629 +21%
CIA
425
Caerus Investment Advisors
Texas
$470K +$22.9K +200 +5%