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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

620 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 273 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+34
Holders Change %
+5.8%
% of All Funds
12.54%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.56%
New
97
Increased
273
Reduced
192
Closed
57
Calls
$4.06B
Puts
$7.54B
Net Calls
-$3.48B
Net Calls Change
-$3.38B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
2
UBS Group
UBS Group
Switzerland
$934M
3
Barclays
Barclays
United Kingdom
$807M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$483M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$542M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.38B
2
BAM
BTS Asset Management
Massachusetts
$0
3
BlackRock
BlackRock
New York
$383M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$169M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
451
Avidian Wealth Enterprises
Texas
$308K +$32.3K +198 +12%
WA
452
Wealth Alliance
New York
$306K +$306K +1,873 New
FNC
453
First National Corp
Massachusetts
$306K +$182K +30,571 +147%
WWM
454
Western Wealth Management
Colorado
$302K +$15.2K +93 +5%
WCM
455
Windham Capital Management
Massachusetts
$300K -$13M -79,459 -98%
TFS
456
TrustCore Financial Services
Tennessee
$299K – – –
FFN
457
Focus Financial Network
Minnesota
$298K -$2.67M -16,365 -90%
Geode Capital Management
458
Geode Capital Management
Massachusetts
$294K -$606K – –
3F
459
360 Financial
Minnesota
$294K +$49.2K +302 +20%
NL
460
NVWM LLC
Pennsylvania
$291K -$219K -1,345 -43%
MCM
461
Monarch Capital Management
Indiana
$287K – – –
CIR
462
Clear Investment Research
Georgia
$287K +$816 +5 +0.3%
SL
463
Savior LLC
Massachusetts
$285K +$60.6K +371 +27%
NL
464
NKCFO LLC
Illinois
$281K +$114K +700 +69%
LFA
465
Lighthouse Financial Advisors
Maryland
$274K +$24.8K +152 +10%
LG
466
Leuthold Group
Minnesota
$270K +$270K +1,654 New
FSG
467
Financial Strategies Group
Michigan
$269K +$269K +1,646 New
RFC
468
Regions Financial Corp
Alabama
$262K -$58.3K -357 -18%
TNBTD
469
Trustmark National Bank Trust Department
Mississippi
$261K – – –
22CM
470
20/20 Capital Management
California
$260K +$260K +1,590 New
WQ
471
Wealth Quarterback
New Jersey
$259K – – –
LWAC
472
Laurel Wealth Advisors (California)
California
$258K +$25.6K +157 +11%
DCM
473
Donaldson Capital Management
Indiana
$258K +$258K +1,583 New
EVC
474
Eidelman Virant Capital
Missouri
$256K +$256K +1,570 New
CIAS
475
Capital Investment Advisory Services
North Carolina
$251K +$2.29K +14 +0.9%
17 18
19
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