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iShares 20+ Year Treasury Bond ETF

869 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 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
BA
401
Ballast Advisors
Minnesota
$1.99M -$211K -2,037 -10%
SAM
402
SignalPoint Asset Management
Missouri
$1.97M -$107K -1,027 -5%
FAM
403
Frontier Asset Management
Wyoming
$1.92M -$454K -4,376 -19%
AG
404
Ascent Group
Virginia
$1.91M -$882K -8,502 -30%
EGA
405
E&G Advisors
Texas
$1.9M +$251K +2,420 +15%
OCPWS
406
One Charles Private Wealth Services
Massachusetts
$1.9M -$110K -1,063 -5%
FFS
407
Founders Financial Securities
Maryland
$1.89M +$1.63M +15,756 +611%
CGPCS
408
Capital Group Private Client Services
California
$1.87M +$13.9K +134 +0.7%
TA
409
Tectonic Advisors
Texas
$1.82M -$32.2K -310 -2%
Koshinski Asset Management
410
Koshinski Asset Management
Illinois
$1.81M +$1.82M +17,553 New
LB
411
Leo Brokerage
Texas
$1.8M +$1.81M +17,485 New
AIM
412
Astor Investment Management
Illinois
$1.79M -$307K -2,956 -15%
IFA
413
Interactive Financial Advisors
Illinois
$1.78M -$133K -1,284 -7%
BFIC
414
Bedell Frazier Investment Counselling
California
$1.78M -$141K -1,363 -7%
PAG
415
Private Advisory Group
Washington
$1.77M -$64.8K -625 -4%
CW
416
CreativeOne Wealth
Kansas
$1.7M +$175K +1,687 +11%
AWM
417
Avaii Wealth Management
Wisconsin
$1.7M +$134K +1,289 +8%
TPCW
418
TD Private Client Wealth
New York
$1.69M +$570K +5,495 +50%
HCM
419
Hollencrest Capital Management
California
$1.68M +$52.4K +505 +3%
FSA
420
Financial Sense Advisors
California
$1.67M -$1.74M -16,801 -51%
VWA
421
Visionary Wealth Advisors
Illinois
$1.67M +$1.68M +16,190 New
CFA
422
Camarda Financial Advisors
Florida
$1.62M -$3.06M -29,489 -65%
GW
423
GW & Wade
Massachusetts
$1.61M +$228K +2,200 +16%
VF
424
VitalStone Financial
Texas
$1.6M +$1.58M +15,234 New
MAM
425
Milestone Asset Management
Pennsylvania
$1.6M +$1.25M +12,050 +348%