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iShares 20+ Year Treasury Bond ETF

869 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
CC
426
Commons Capital
Massachusetts
$1.59M
CFG
427
Carr Financial Group
Massachusetts
$1.58M +$262K +2,528 +20%
DCM
428
Dudley Capital Management
Virginia
$1.58M +$5.08K +49 +0.3%
UCFA
429
United Capital Financial Advisors
Texas
$1.57M +$940K +9,062 +146%
FIA
430
Foundations Investment Advisors
Arizona
$1.56M -$257K -2,474 -14%
AFO
431
Arrowroot Family Office
California
$1.55M +$284K +2,733 +22%
VCP
432
Verus Capital Partners
Arizona
$1.55M +$225K +2,166 +17%
GAA
433
Global Assets Advisory
Florida
$1.54M +$1.56M +15,031 New
SHGA
434
Sand Hill Global Advisors
California
$1.54M -$137K -1,325 -8%
OWA
435
One Wealth Advisors
California
$1.53M +$12.1K +117 +0.8%
William Blair & Company
436
William Blair & Company
Illinois
$1.53M +$236K +2,274 +18%
WB
437
WesBanco Bank
West Virginia
$1.52M -$42.6K -411 -3%
BRWA
438
B. Riley Wealth Advisors
Florida
$1.52M -$1.62M -15,617 -51%
GRP
439
Global Retirement Partners
California
$1.51M -$128K -1,238 -8%
SAS
440
Sage Advisory Services
Texas
$1.5M +$469K +4,519 +45%
GLR
441
Great Lakes Retirement
Ohio
$1.49M -$87.4K -843 -6%
WIM
442
Westside Investment Management
California
$1.48M +$22.9K +221 +2%
DAS
443
Dynamic Advisor Solutions
Arizona
$1.47M -$4.46K -43 -0.3%
RA
444
RFG Advisory
Alabama
$1.47M +$75.8K +731 +5%
AIG
445
American International Group
New York
$1.46M
SCA
446
Snowden Capital Advisors
New York
$1.44M +$9.44K +91 +0.7%
WA
447
Wealth Alliance
New York
$1.43M +$1.04M +10,019 +257%
PFA
448
Petra Financial Advisors
Colorado
$1.42M +$1.44M +13,839 New
PA
449
Parallel Advisors
California
$1.41M +$682K +6,570 +92%
Brown Advisory
450
Brown Advisory
Maryland
$1.41M +$955K +9,203 +206%