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iShares 20+ Year Treasury Bond ETF

602 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 197 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+29
Holders Change %
+5.06%
% of All Funds
10.57%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
197
Reduced
210
Closed
65
Calls
$4.72B
Puts
$7.98B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Shares
Change %
NFC
451
Northeast Financial Consultants
Connecticut
$213K -$46.9K -324 -18%
WC
452
Whitney & Co
New York
$211K -$25.3K -175 -11%
SMF
453
Sterling Manor Financial
New York
$211K
FFN
454
Focus Financial Network
Minnesota
$210K +$210K +1,458 New
PA
455
Parkside Advisors
California
$208K +$208K +1,442 New
AI
456
Atom Investors
Texas
$208K +$208K +1,443 New
CCWA
457
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$207K -$578K -3,999 -74%
CAS
458
Cascadia Advisory Services
Oregon
$207K +$207K +1,432 New
HPA
459
High Probability Advisors
New York
$206K +$722 +5 +0.4%
IF
460
Intrua Financial
Texas
$206K -$15.6K -105 -7%
SGI
461
Summit Global Investments
Utah
$206K -$2.31K -16 -1%
SWG
462
Summit Wealth Group
Vermont
$206K +$206K +1,424 New
OFG
463
OmniStar Financial Group
North Carolina
$204K -$27.9K -193 -12%
PWM
464
Perigon Wealth Management
California
$204K +$204K +1,412 New
PGAM
465
Princeton Global Asset Management
New Jersey
$202K -$46.2K -320 -19%
W
466
WealthOne
New York
$202K +$202K +1,398 New
RWM
467
Ritholtz Wealth Management
New York
$202K +$202K +1,399 New
BS
468
Boenning & Scattergood
Pennsylvania
$202K +$202K +1,405 New
MW
469
Marcum Wealth
Ohio
$201K +$201K +1,390 New
SP
470
Successful Portfolios
Florida
$200K
RIM
471
Rockbridge Investment Management
New York
$200K +$200K +1,384 +69,200%
HIM
472
HawsGoodwin Investment Management
Tennessee
$197K -$32.8K -227 -14%
JEST
473
JTC Employer Solutions Trustee
Jersey
$180K
SFC
474
SYM Financial Corp
Indiana
$173K
GWM
475
Geneos Wealth Management
Colorado
$172K -$86.3K -595 -33%