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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
401
Principal Financial Group
Iowa
$3.97M -$1.53M -15,463 -28%
RIA
402
Regal Investment Advisors
Michigan
$3.95M +$1.88K +19 +0%
VFPW
403
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.92M +$3.92M +39,621 New
KCM
404
KM Capital Management
Texas
$3.9M +$959K +9,700 +33%
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$3.9M -$482K -4,879 -11%
MA
406
MONECO Advisors
Connecticut
$3.9M +$3.52M +35,576 +922%
BHWM
407
Bay Harbor Wealth Management
Maryland
$3.89M +$94.6K +957 +2%
QPWM
408
Quadrant Private Wealth Management
Pennsylvania
$3.88M +$1.06M +10,690 +37%
IAN
409
Integrated Advisors Network
Texas
$3.85M -$634K -6,408 -14%
PWM
410
Penobscot Wealth Management
Maine
$3.8M +$760K +7,684 +25%
SAW
411
Signal Advisors Wealth
Michigan
$3.8M +$3.8M +38,396 New
MHS
412
M Holdings Securities
Oregon
$3.77M -$378K -3,819 -9%
FIM
413
FWL Investment Management
Texas
$3.76M -$1.21M -12,277 -24%
SG
414
Sourcerock Group
Colorado
$3.73M +$1.68M +17,000 +82%
KPF
415
K2 Principal Fund
Ontario, Canada
$3.71M +$3.71M +37,548 New
SWM
416
SigFig Wealth Management
California
$3.67M +$336K +3,399 +10%
SWC
417
Spectrum Wealth Counsel
Indiana
$3.66M +$3.66M +37,021 New
AIA
418
Arrow Investment Advisors
Maryland
$3.65M +$3.65M +36,921 New
CFG
419
Cooper Financial Group
California
$3.65M -$157K -1,585 -4%
Mercer Global Advisors
420
Mercer Global Advisors
Colorado
$3.65M +$2.82M +28,525 +342%
CCA
421
Cadent Capital Advisors
Oklahoma
$3.6M -$2.85M -28,781 -44%
TW
422
TrinityPoint Wealth
Connecticut
$3.59M +$484K +4,898 +16%
Vontobel Holding
423
Vontobel Holding
Switzerland
$3.56M -$413K -4,177 -10%
NYLIM
424
New York Life Investment Management
New York
$3.53M -$9.94M -100,546 -74%
PA
425
Procyon Advisors
Connecticut
$3.52M -$68.3K -691 -2%