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iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
426
Signature Wealth Management Group
Georgia
$484K +$16.5K +112 +4%
EAM
427
Empirical Asset Management
Massachusetts
$481K +$479K +3,247 New
SWP
428
Summit Wealth Partners
Florida
$463K +$20.2K +137 +5%
GLA
429
Good Life Advisors
Pennsylvania
$462K +$57K +387 +14%
JWCA
430
J.W. Coons Advisors
Ohio
$454K
AG
431
Ascent Group
Virginia
$454K +$466K +3,163 New
DWM
432
Dakota Wealth Management
Florida
$452K -$13.3K -90 -3%
T
433
TNF
Montana
$449K +$6.49K +44 +1%
ICG
434
InterOcean Capital Group
Tennessee
$439K +$50.6K +343 +13%
IAN
435
Integrated Advisors Network
Texas
$433K +$131K +889 +44%
BFG
436
Barber Financial Group
Kansas
$422K +$420K +2,850 New
OIA
437
OneDigital Investment Advisors
Kansas
$406K -$100K -679 -20%
AIM
438
Astor Investment Management
Illinois
$406K +$404K +2,742 New
AWM
439
Atticus Wealth Management
Florida
$403K +$401K +2,719 +271,900%
AWM
440
Avior Wealth Management
Nebraska
$397K -$25.2K -171 -6%
IAIM
441
International Assets Investment Management
Florida
$389K +$38K +258 +11%
GVAG
442
Great Valley Advisor Group
Delaware
$385K +$122K +826 +47%
DC
443
Davenport & Co
Virginia
$382K +$6.19K +42 +2%
Fisher Asset Management
444
Fisher Asset Management
Washington
$382K +$380K +2,577 New
SFS
445
Security Financial Services
Indiana
$382K +$380K +2,579 New
BFEC
446
Benjamin F. Edwards & Company
Missouri
$379K +$131K +891 +53%
4WM
447
4J Wealth Management
Virginia
$375K -$10.8K -73 -3%
CFS
448
CRA Financial Services
New Jersey
$372K -$571K -3,875 -61%
CWS
449
Cypress Wealth Services
California
$369K -$115K -778 -24%
SI
450
Stephens Inc
Arkansas
$367K -$35.2K -239 -9%