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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
HWMC
401
Heritage Wealth Management (California)
California
$3.33M +$590K +6,233 +22%
TW
402
TrinityPoint Wealth
Connecticut
$3.31M -$123K -1,296 -4%
TC
403
Teilinger Capital
Texas
$3.31M +$3.31M +35,000 New
Jones Financial Companies
404
Jones Financial Companies
Missouri
$3.31M +$3M +31,667 +962%
SCA
405
Snowden Capital Advisors
New York
$3.31M -$494K -5,223 -13%
PWM
406
Peterson Wealth Management
Nevada
$3.29M -$76.5K -808 -2%
FAIM
407
Financial Advocates Investment Management
Washington
$3.26M -$371K -3,390 -10%
BHWM
408
Bay Harbor Wealth Management
Maryland
$3.24M -$485K -5,128 -13%
CCFM
409
Clear Creek Financial Management
Washington
$3.24M +$87K +919 +3%
AIA
410
Arrow Investment Advisors
Maryland
$3.22M -$275K -2,911 -8%
GEM
411
Global Endowment Management
North Carolina
$3.22M
PIA
412
Panoramic Investment Advisors
Colorado
$3.19M +$635K +6,711 +25%
BWCS
413
Beirne Wealth Consulting Services
Connecticut
$3.19M +$16.6K +175 +0.5%
AFA
414
Atlas Financial Advisors
California
$3.17M -$191K -2,021 -6%
YWM
415
Yoder Wealth Management
California
$3.16M +$393K +4,150 +14%
NW
416
NewEdge Wealth
Pennsylvania
$3.07M +$3.07M +34,490 New
DAS
417
Diversify Advisory Services
Utah
$3.04M +$3.04M +32,817 New
Legacy Financial Group (Iowa)
418
Legacy Financial Group (Iowa)
Iowa
$3.03M +$3.03M +32,053 New
SVWG
419
Shared Vision Wealth Group
United States
$3.03M -$1.27M -13,413 -30%
DADC
420
D.A. Davidson & Co
Montana
$3.03M +$470K +4,972 +18%
PFMU
421
Privium Fund Management (UK)
United Kingdom
$3.03M -$14M -152,095 -82%
CSWG
422
Cardinal Strategic Wealth Guidance
Kentucky
$3.01M +$77.5K +819 +3%
MI
423
Motiv8 Investments
Florida
$3.01M -$5.53M -58,497 -65%
HIM
424
Hanlon Investment Management
New Jersey
$3M -$2.93M -30,931 -49%
SC
425
Sykon Capital
New York
$3M +$1.86M +19,661 +163%