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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,201 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 430 increasing their positions, 449 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+29
Holders Change %
+2.47%
% of All Funds
15.99%
Holding in Top 10
102
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-19.69%
% of All Funds
1.36%
New
242
Increased
430
Reduced
449
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
1
Capula Management
Cayman Islands
$456M
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$195M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$635M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.8B
2
Bank of America
2
Bank of America
North Carolina
$6.92B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$271M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$18.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$942M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
401
Creative Financial Designs
Indiana
$3.62M -$5.74M -65,744 -61%
BWCS
402
Beirne Wealth Consulting Services
Connecticut
$3.6M -$16K -183 -0.4%
FAIM
403
Financial Advocates Investment Management
Washington
$3.6M +$1.89M +21,651 +110%
HH
404
Hilltop Holdings
Texas
$3.59M -$8.23M -94,288 -70%
HWA
405
HCR Wealth Advisors
California
$3.58M -$542K -6,201 -13%
WSFS
406
Wilmington Savings Fund Society
Delaware
$3.57M +$807K +9,236 +29%
FRA
407
FFG Retirement Advisors
Colorado
$3.57M -$70.1K -803 -2%
GKWIM
408
Gerber Kawasaki Wealth & Investment Management
California
$3.52M -$950K -10,882 -21%
GL
409
Graypoint LLC
New York
$3.46M +$2.68M +30,676 +344%
CFA
410
Cahill Financial Advisors
Minnesota
$3.41M +$178K +2,037 +5%
MFS
411
Madrona Financial Services
Washington
$3.39M -$520K -5,959 -13%
GVAG
412
Great Valley Advisor Group
Delaware
$3.39M -$355K -4,062 -9%
LC
413
Luminist Capital
Michigan
$3.38M +$3.38M +38,700 New
EFG
414
Ehrlich Financial Group
California
$3.37M +$962K +11,019 +40%
ACA
415
Aptus Capital Advisors
Alabama
$3.36M -$9.78K -112 -0.3%
CNWM
416
Clay Northam Wealth Management
California
$3.36M +$2.6M +29,780 +345%
BWM
417
BCGM Wealth Management
Indiana
$3.33M +$593K +6,789 +22%
RS
418
Rakuten Securities
Japan
$3.33M +$1.11M +12,729 +50%
VCP
419
Verus Capital Partners
Arizona
$3.32M -$349K -3,993 -9%
WP
420
WealthShield Partners
North Carolina
$3.31M +$35.9K +411 +1%
IA
421
IFP Advisors
Florida
$3.3M +$518K +5,928 +19%
KFSC
422
Keystone Financial Services (Colorado)
Colorado
$3.29M +$16.1K +184 +0.5%
WA
423
Wealth Alliance
New York
$3.27M +$323K +3,698 +11%
APWA
424
Atlas Private Wealth Advisors
New Jersey
$3.27M +$1.96M +22,446 +149%
GF
425
Gries Financial
Ohio
$3.26M -$1.37M -15,656 -30%
15 16
17
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