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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
SWG
401
Summit Wealth Group
Vermont
$4.3M +$436K +4,524 +11%
CCWM
402
Correct Capital Wealth Management
Missouri
$4.28M -$1.61M -16,650 -28%
Franklin Resources
403
Franklin Resources
California
$4.23M +$207K +2,147 +5%
GVAG
404
Great Valley Advisor Group
Delaware
$4.21M +$1.09M +11,259 +36%
CSD
405
Clear Street Derivatives
New York
$4.21M +$4.13M +42,868 New
QAM
406
Q3 Asset Management
Michigan
$4.2M -$14.5M -150,160 -78%
PA
407
PFG Advisors
Arizona
$4.18M +$1.76M +18,300 +75%
PCS
408
Private Client Services
Kentucky
$4.18M +$1.53M +15,825 +59%
RAM
409
Riggs Asset Management
Pennsylvania
$4.17M +$4.06M +42,143 +11,090%
ACM
410
Ategra Capital Management
Virginia
$4.16M +$1.02M +10,595 +33%
CCFM
411
Clear Creek Financial Management
Washington
$4.14M +$2.21M +22,969 +119%
SSWM
412
Smith Salley Wealth Management
North Carolina
$4.13M +$126K +1,308 +3%
HZ
413
Hixon Zuercher
Ohio
$4.11M +$4.04M +41,908 New
RA
414
RFG Advisory
Alabama
$4.1M -$1.28M -13,301 -24%
PFA
415
Pettinga Financial Advisors
Indiana
$4.09M -$269K -2,792 -6%
FRA
416
FFG Retirement Advisors
Colorado
$4.09M +$898K +9,315 +29%
CFG
417
CMC Financial Group
Georgia
$4.09M +$4.02M +41,655 New
BWCS
418
Beirne Wealth Consulting Services
Connecticut
$4.07M +$51.2K +531 +1%
RCM
419
Ridgepath Capital Management
Tennessee
$4.01M +$262K +2,713 +7%
LPAM
420
Lodestar Private Asset Management
California
$3.98M +$319K +3,308 +9%
HWMC
421
Heritage Wealth Management (California)
California
$3.93M +$85.8K +890 +2%
TCA
422
Transcend Capital Advisors
New Jersey
$3.9M -$162K -1,682 -4%
VCP
423
Verus Capital Partners
Arizona
$3.9M -$119K -1,233 -3%
AWA
424
Arete Wealth Advisors
Illinois
$3.88M +$3.66M +37,934 +46%
PFG
425
PAX Financial Group
Texas
$3.87M -$432K -4,485 -10%