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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$1.37B
4
Citigroup
Citigroup
New York
$610M
5
UBS Group
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$210M
2
SWG
Summit Wealth Group
Vermont
$2.04M
3
AWM
AE Wealth Management
Kansas
$122M
4
PP
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
401
SignalPoint Asset Management
Missouri
$1.97M -$106K -1,027 -5%
FAM
402
Frontier Asset Management
Wyoming
$1.92M -$450K -4,376 -19%
AG
403
Ascent Group
Virginia
$1.91M -$822K -8,502 -30%
EGA
404
E&G Advisors
Texas
$1.9M +$249K +2,420 +15%
OCPWS
405
One Charles Private Wealth Services
Massachusetts
$1.9M -$109K -1,063 -5%
FFS
406
Founders Financial Securities
Maryland
$1.89M +$1.62M +15,756 +611%
CGPCS
407
Capital Group Private Client Services
California
$1.87M +$13.8K +134 +0.7%
TA
408
Tectonic Advisors
Texas
$1.82M -$31.9K -310 -2%
Koshinski Asset Management
409
Koshinski Asset Management
Illinois
$1.81M +$1.81M +17,553 New
LB
410
Leo Brokerage
Texas
$1.8M +$1.8M +17,485 New
AIM
411
Astor Investment Management
Illinois
$1.79M -$304K -2,956 -15%
IFA
412
Interactive Financial Advisors
Illinois
$1.78M -$132K -1,284 -7%
BFIC
413
Bedell Frazier Investment Counselling
California
$1.78M -$140K -1,363 -7%
PAG
414
Private Advisory Group
Washington
$1.77M -$64.3K -625 -4%
CW
415
CreativeOne Wealth
Kansas
$1.7M +$174K +1,687 +11%
AWM
416
Avaii Wealth Management
Wisconsin
$1.7M +$133K +1,289 +8%
TPCW
417
TD Private Client Wealth
New York
$1.69M +$566K +5,495 +50%
HCM
418
Hollencrest Capital Management
California
$1.68M +$52K +505 +3%
FSA
419
Financial Sense Advisors
California
$1.67M -$1.73M -16,801 -51%
VWA
420
Visionary Wealth Advisors
Illinois
$1.67M +$1.67M +16,190 New
CFA
421
Camarda Financial Advisors
Florida
$1.62M -$3.04M -29,489 -65%
GW
422
GW & Wade
Massachusetts
$1.62M +$226K +2,200 +16%
VF
423
VitalStone Financial
Texas
$1.6M +$1.6M +15,234 New
MAM
424
Milestone Asset Management
Pennsylvania
$1.6M +$1.24M +12,050 +348%
CC
425
Commons Capital
Massachusetts
$1.59M – – –
15 16
17
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