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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 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 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$1.37B
4
Citigroup
Citigroup
New York
$610M
5
UBS Group
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$210M
2
SWG
Summit Wealth Group
Vermont
$2.04M
3
AWM
AE Wealth Management
Kansas
$122M
4
PP
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
426
Carr Financial Group
Massachusetts
$1.58M +$260K +2,528 +20%
DCM
427
Dudley Capital Management
Virginia
$1.58M +$5.04K +49 +0.3%
UCFA
428
United Capital Financial Advisors
Texas
$1.57M +$933K +9,062 +146%
FIA
429
Foundations Investment Advisors
Arizona
$1.56M -$255K -2,474 -14%
AFO
430
Arrowroot Family Office
California
$1.55M +$281K +2,733 +22%
VCP
431
Verus Capital Partners
Arizona
$1.55M +$223K +2,166 +17%
GAA
432
Global Assets Advisory
Florida
$1.54M +$1.54M +15,031 New
SHGA
433
Sand Hill Global Advisors
California
$1.54M -$136K -1,325 -8%
OWA
434
One Wealth Advisors
California
$1.53M +$12K +117 +0.8%
William Blair & Company
435
William Blair & Company
Illinois
$1.53M +$234K +2,274 +18%
WB
436
WesBanco Bank
West Virginia
$1.52M -$42.3K -411 -3%
BRWA
437
B. Riley Wealth Advisors
Florida
$1.52M -$1.61M -15,617 -51%
GRP
438
Global Retirement Partners
California
$1.51M -$127K -1,238 -8%
SAS
439
Sage Advisory Services
Texas
$1.51M +$465K +4,519 +45%
GLR
440
Great Lakes Retirement
Ohio
$1.49M -$86.8K -843 -6%
WIM
441
Westside Investment Management
California
$1.48M +$22.8K +221 +2%
DAS
442
Dynamic Advisor Solutions
Arizona
$1.47M -$4.43K -43 -0.3%
RA
443
RFG Advisory
Alabama
$1.47M +$75.2K +731 +5%
AIG
444
American International Group
New York
$1.46M – – –
SCA
445
Snowden Capital Advisors
New York
$1.44M +$9.37K +91 +0.7%
WA
446
Wealth Alliance
New York
$1.43M +$1.03M +10,019 +257%
PFA
447
Petra Financial Advisors
Colorado
$1.42M +$1.42M +13,839 New
PA
448
Parallel Advisors
California
$1.41M +$676K +6,570 +92%
Brown Advisory
449
Brown Advisory
Maryland
$1.41M +$947K +9,203 +206%
SWM
450
SeaCrest Wealth Management
New York
$1.41M +$678K +6,584 +93%
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