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iShares 20+ Year Treasury Bond ETF

803 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 364 increasing their positions, 208 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+31
Holders Change %
+4.02%
% of All Funds
12.85%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.6%
New
156
Increased
364
Reduced
208
Closed
108
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$744M
Name Holding Trade Value Shares
Change
Shares
Change %
OA
426
Oxbow Advisors
Texas
$1.28M -$180K -1,689 -12%
WP
427
WealthShield Partners
North Carolina
$1.24M +$278K +2,609 +29%
CWM
428
Cahill Wealth Management
Michigan
$1.24M +$160K +1,505 +15%
JWCA
429
J.W. Cole Advisors
Florida
$1.23M +$1.23M +11,526 New
SFO
430
Stokes Family Office
Louisiana
$1.22M +$115K +1,079 +10%
EH
431
Equitable Holdings
New York
$1.22M +$646K +6,073 +112%
AF
432
Affiance Financial
Minnesota
$1.22M +$230K +2,163 +23%
MWM
433
Moulton Wealth Management
Washington
$1.2M +$3.1K +29 +0.3%
OIA
434
Optimum Investment Advisors
Illinois
$1.2M +$181K +1,700 +18%
TPCW
435
TD Private Client Wealth
New York
$1.17M +$694K +6,529 +147%
RWIA
436
Roger Wittlin Investment Advisory
California
$1.15M +$514K +4,835 +81%
DA
437
Detalus Advisors
Missouri
$1.15M +$1.15M +10,777 New
RIS
438
Retirement Income Solutions
Michigan
$1.13M +$338K +3,182 +43%
RWPA
439
Richard W. Paul & Associates
Michigan
$1.11M +$1.09M +10,215 +4,006%
LHWM
440
Lake Hills Wealth Management
Texas
$1.11M -$926K -8,705 -45%
IAP
441
Indie Asset Partners
Indiana
$1.1M +$106K +1,000 +11%
TMC
442
Trellus Management Company
Florida
$1.09M -$2.56M -24,100 -70%
SAS
443
Sage Advisory Services
Texas
$1.07M -$482K -4,529 -31%
HCM
444
Howard Capital Management
Georgia
$1.07M +$1.07M +10,056 New
FFA
445
Farther Finance Advisors
California
$1.07M +$210K +1,976 +25%
KJHP
446
K.J. Harrison & Partners
Ontario, Canada
$1.07M +$734K +11,127 +221%
PMAM
447
Picton Mahoney Asset Management
Ontario, Canada
$1.06M
KeyBank National Association
448
KeyBank National Association
Ohio
$1.06M -$107K -1,008 -9%
HHGC
449
Hunting Hill Global Capital
New York
$1.06M +$174K +1,636 +20%
LWM
450
Liberty Wealth Management
California
$1.05M +$1.05M +9,472 New