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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

620 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 273 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+34
Holders Change %
+5.8%
% of All Funds
12.54%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.56%
New
97
Increased
273
Reduced
192
Closed
57
Calls
$4.06B
Puts
$7.54B
Net Calls
-$3.48B
Net Calls Change
-$3.38B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
2
UBS Group
UBS Group
Switzerland
$934M
3
Barclays
Barclays
United Kingdom
$807M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$483M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$542M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.38B
2
BAM
BTS Asset Management
Massachusetts
$0
3
BlackRock
BlackRock
New York
$383M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$169M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
426
Burleson & Co
California
$399K – – –
CAL
427
Capital Analysts LLC
Pennsylvania
$394K +$389K +2,384 +7,450%
LSA
428
Lion Street Advisors
Texas
$390K +$390K +2,320 New
CWM
429
Cornerstone Wealth Management
Missouri
$383K +$383K +2,347 New
PGAM
430
Princeton Global Asset Management
New Jersey
$375K – – –
1IA
431
1834 Investment Advisors
Wisconsin
$374K – – –
PCWA
432
Pacific Capital Wealth Advisors
California
$373K +$373K +2,284 New
NAM
433
NorthCoast Asset Management
Connecticut
$365K +$62.9K +384 +21%
CSPIA
434
Cary Street Partners Investment Advisory
Virginia
$365K +$365K +2,238 New
ANB
435
Amarillo National Bank
Texas
$360K +$2.61K +16 +0.7%
IAIM
436
International Assets Investment Management
Florida
$359K -$258K -1,582 -42%
GCA
437
Genesee Capital Advisors
New York
$359K +$979 +6 +0.3%
SP
438
Successful Portfolios
Florida
$358K +$6.86K +42 +2%
RCM
439
RB Capital Management
Nevada
$354K -$7.97K -50 -2%
PFGIA
440
Patriot Financial Group Insurance Agency
Massachusetts
$348K +$264K +1,619 +316%
HIA
441
Harbor Investment Advisory
Maryland
$331K – – –
Comerica Bank
442
Comerica Bank
Texas
$330K -$297K -1,881 -47%
CAG
443
Csenge Advisory Group
Florida
$330K +$1.61K +10 +0.5%
VAM
444
Verity Asset Management
North Carolina
$329K +$11.3K +69 +4%
DSN
445
D. Scott Neal
Kentucky
$328K +$328K +2,012 New
KPW
446
Kore Private Wealth
New York
$327K +$327K +2,000 New
DBRC
447
D.B. Root & Company
Pennsylvania
$321K +$321K +1,967 New
CA
448
Calton & Associates
Florida
$315K -$573K -3,509 -65%
ACP
449
Aviance Capital Partners
Florida
$315K +$315K +1,931 New
AWM
450
Apollon Wealth Management
South Carolina
$309K -$70.8K -433 -19%
16 17
18
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