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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,092 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 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.99B
2
Bank of America
Bank of America
North Carolina
$5.49B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$3.67B
4
AAS
Annex Advisory Services
Wisconsin
$233M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Jane Street
Jane Street
New York
$1.1B
2
GC
GFG Capital
Florida
$11.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$181M
4
Morgan Stanley
Morgan Stanley
New York
$3.99B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWC
426
Spectrum Wealth Counsel
Indiana
$2.87M -$530K -5,773 -16%
SVWG
427
Shared Vision Wealth Group
United States
$2.86M -$74.7K -814 -3%
NW
428
NewEdge Wealth
Pennsylvania
$2.86M -$306K -3,333 -10%
CWM
429
Cahill Wealth Management
Michigan
$2.85M +$585K +6,167 +26%
SCA
430
Snowden Capital Advisors
New York
$2.84M -$372K -4,056 -12%
AWA
431
Arkadios Wealth Advisors
Georgia
$2.83M +$1.77M +19,245 +165%
SWM
432
SigFig Wealth Management
California
$2.83M +$239K +2,599 +9%
EFG
433
Erickson Financial Group
Pennsylvania
$2.82M -$41.9K -456 -1%
CAM
434
Cresset Asset Management
Illinois
$2.79M +$499K +5,435 +22%
IAA
435
Independent Advisor Alliance
North Carolina
$2.79M +$2.79M +30,415 New
RJT
436
Raymond James Trust
Florida
$2.76M -$143K -1,556 -5%
VWM
437
Vigilare Wealth Management
Arizona
$2.73M +$2.41M +26,255 +742%
MWPCG
438
Measured Wealth Private Client Group
New Hampshire
$2.73M -$138K -1,503 -5%
JFG
439
Jefferies Financial Group
New York
$2.71M +$2.37M +25,823 +689%
ACP
440
Aveo Capital Partners
Colorado
$2.71M +$305K +3,319 +13%
AFA
441
Atlas Financial Advisors
California
$2.7M -$382K -4,161 -12%
BMCM
442
Black Maple Capital Management
Wisconsin
$2.66M +$1.24M +13,500 +87%
FTS
443
Fifth Third Securities
Ohio
$2.66M +$1.77M +19,253 +198%
CWA
444
Consilio Wealth Advisors
Washington
$2.65M +$77.1K +840 +3%
MWM
445
Modern Wealth Management
Kansas
$2.61M +$840K +9,148 +47%
CCMW
446
Cypress Capital Management (Wyoming)
Wyoming
$2.61M -$1.58M -17,165 -38%
AAS
447
Ameritas Advisory Services
Nebraska
$2.6M +$1.52M +16,567 +141%
RVM
448
Robinson Value Management
Texas
$2.59M +$3.3K +36 +0.1%
OC
449
Oppenheimer & Co
New York
$2.59M +$205K +2,238 +9%
PCIA
450
Prime Capital Investment Advisors
Kansas
$2.57M -$125K -1,366 -5%
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