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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
AFA
426
Atlas Financial Advisors
California
$3.52M -$8.47M -85,612 -71%
PWM
427
Peterson Wealth Management
Nevada
$3.52M -$189K -1,907 -5%
UWM
428
USAdvisors Wealth Management
Minnesota
$3.42M +$3.42M +34,606 New
FAIM
429
Financial Advocates Investment Management
Washington
$3.38M -$977K -9,588 -22%
ACM
430
Andina Capital Management
Utah
$3.38M +$3.38M +34,188 New
AFP
431
Ausdal Financial Partners
Iowa
$3.38M -$604K -6,108 -15%
PCIA
432
Prime Capital Investment Advisors
Kansas
$3.38M +$2.65M +26,798 +365%
GEM
433
Global Endowment Management
North Carolina
$3.36M
VAM
434
Vienna Asset Management
California
$3.34M +$3.34M +33,965 New
Wealthfront Advisers
435
Wealthfront Advisers
California
$3.33M -$5.84M -59,039 -64%
VCM
436
Virtue Capital Management
Tennessee
$3.33M -$4.11M -40,694 Closed
BWCS
437
Beirne Wealth Consulting Services
Connecticut
$3.32M +$1.28M +12,903 +63%
TA
438
TFB Advisors
Kansas
$3.32M +$3.32M +33,534 New
CCFM
439
Clear Creek Financial Management
Washington
$3.29M +$2.85M +28,860 +648%
WWG
440
West Wealth Group
California
$3.27M +$99.6K +1,007 +3%
CCM
441
Crabel Capital Management
California
$3.26M +$2.29M +23,157 +235%
CWS
442
Cypress Wealth Services
California
$3.26M +$53.3K +539 +2%
FRA
443
FFG Retirement Advisors
Colorado
$3.25M -$235K -2,378 -7%
EP
444
Edgestream Partners
New Jersey
$3.25M +$3.25M +32,857 New
MWM
445
Maripau Wealth Management
Indiana
$3.21M -$857K -8,669 -21%
Loomis, Sayles & Company
446
Loomis, Sayles & Company
Massachusetts
$3.2M +$3.16M +32,002 +8,511%
LPAM
447
Lodestar Private Asset Management
California
$3.14M +$3.14M +31,740 New
WW
448
Westshore Wealth
California
$3.12M +$768K +7,763 +33%
AP
449
Americana Partners
Texas
$3.12M
AC
450
Amitell Capital
Singapore
$3.11M +$1.81M +18,350 +140%