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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
426
Buckingham Strategic Wealth
Missouri
$2.89M +$271K +2,971 +10%
YWM
427
Yoder Wealth Management
California
$2.89M -$180K -1,977 -6%
BWM
428
BCGM Wealth Management
Indiana
$2.88M +$313K +3,430 +12%
NAS
429
NWF Advisory Services
California
$2.88M +$319K +3,499 +13%
MWM
430
Maripau Wealth Management
Indiana
$2.87M -$25.8K -283 -0.9%
SWC
431
Spectrum Wealth Counsel
Indiana
$2.87M -$526K -5,773 -16%
SVWG
432
Shared Vision Wealth Group
United States
$2.86M -$74.2K -814 -3%
NW
433
NewEdge Wealth
Pennsylvania
$2.86M -$304K -3,333 -10%
CWM
434
Cahill Wealth Management
Michigan
$2.85M +$562K +6,167 +26%
SCA
435
Snowden Capital Advisors
New York
$2.84M -$370K -4,056 -12%
AWA
436
Arkadios Wealth Advisors
Georgia
$2.83M +$1.75M +19,245 +165%
SWM
437
SigFig Wealth Management
California
$2.83M +$237K +2,599 +9%
EFG
438
Erickson Financial Group
Pennsylvania
$2.82M -$41.5K -456 -1%
CAM
439
Cresset Asset Management
Illinois
$2.79M +$495K +5,435 +22%
IAA
440
Independent Advisor Alliance
North Carolina
$2.79M +$2.77M +30,415 New
RJT
441
Raymond James Trust
Florida
$2.76M -$142K -1,556 -5%
VWM
442
Vigilare Wealth Management
Arizona
$2.73M +$2.39M +26,255 +742%
MWPCG
443
Measured Wealth Private Client Group
New Hampshire
$2.73M -$137K -1,503 -5%
JFG
444
Jefferies Financial Group
New York
$2.71M +$2.35M +25,823 +689%
ACP
445
Aveo Capital Partners
Colorado
$2.71M +$302K +3,319 +13%
AFA
446
Atlas Financial Advisors
California
$2.7M -$379K -4,161 -12%
BMCM
447
Black Maple Capital Management
Wisconsin
$2.66M +$1.23M +13,500 +87%
FTS
448
Fifth Third Securities
Ohio
$2.66M +$1.75M +19,253 +198%
CWA
449
Consilio Wealth Advisors
Washington
$2.65M +$76.5K +840 +3%
MWM
450
Modern Wealth Management
Kansas
$2.61M +$834K +9,148 +47%