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iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
401
B. Riley Wealth Advisors
Florida
$1.19M +$808K +8,019 +202%
FTS
402
Fifth Third Securities
Ohio
$1.18M -$32.4K -322 -3%
KCM
403
Kornitzer Capital Management
Kansas
$1.18M
MWM
404
Moulton Wealth Management
Washington
$1.17M -$1.12M -11,114 -50%
RA
405
RFG Advisory
Alabama
$1.17M +$486K +4,820 +79%
EL
406
EQ LLC
Washington
$1.16M +$1.17M +11,623 New
SOS
407
Silver Oak Securities
Tennessee
$1.12M +$975K +9,675 +600%
FAG
408
Financial Advisory Group
Texas
$1.11M +$1.13M +11,183 New
KeyBank National Association
409
KeyBank National Association
Ohio
$1.09M +$209K +2,073 +23%
Creative Planning
410
Creative Planning
Kansas
$1.08M +$565K +5,608 +108%
WB
411
WesBanco Bank
West Virginia
$1.06M +$30.2K +300 +3%
CWM
412
Cahill Wealth Management
Michigan
$1.06M +$1.02M +10,124 New
William Blair & Company
413
William Blair & Company
Illinois
$1.04M +$117K +1,165 +13%
SFO
414
Stokes Family Office
Louisiana
$1.04M -$129K -1,283 -11%
SC
415
Scholtz & Company
Connecticut
$1.03M +$428K +4,245 +69%
RIA
416
Regal Investment Advisors
Michigan
$1.03M -$4.4M -43,647 -81%
Comerica Bank
417
Comerica Bank
Texas
$1.02M +$416K +4,129 +75%
SWP
418
Strategic Wealth Partners
Ohio
$1.02M -$963K -9,559 -48%
CFG
419
Carr Financial Group
Massachusetts
$1.01M +$1.02M +10,100 New
PMAM
420
Picton Mahoney Asset Management
Ontario, Canada
$996K -$403K -4,000 -29%
FIA
421
FNY Investment Advisers
New York
$995K +$860K +8,531 +581%
CWA
422
Clarus Wealth Advisors
Arizona
$994K +$963K +9,562 New
GW
423
GW & Wade
Massachusetts
$983K +$995K +9,872 New
NYLIM
424
New York Life Investment Management
New York
$974K -$1.45M -14,380 -60%
MCC
425
Money Concepts Capital
Florida
$964K +$397K +3,943 +69%