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iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
451
High Falls Advisors
New York
$366K +$15.8K +107 +5%
FHA
452
Flagship Harbor Advisors
Massachusetts
$365K -$366K -2,486 -50%
SAA
453
Southeast Asset Advisors
Georgia
$361K
SCM
454
Shelton Capital Management
Colorado
$354K -$5.45K -37 -2%
JIP
455
Jaffetilchin Investment Partners
Florida
$354K +$590 +4 +0.2%
CCM
456
Ciovacco Capital Management
Georgia
$353K -$3.08M -20,887 -90%
CWM
457
Cornerstone Wealth Management
Missouri
$351K -$8.99K -61 -2%
BTWM
458
Baker Tilly Wealth Management
Wisconsin
$348K +$94.3K +640 +38%
ACM
459
Advance Capital Management
Michigan
$341K +$339K +2,299 New
FFMBT
460
First Farmers & Merchants Bank Trust
Tennessee
$332K +$330K +2,240 New
PP
461
Pacifica Partners
Canada
$326K
FAT
462
First American Trust
California
$325K +$324K +2,196 New
CA
463
Calton & Associates
Florida
$322K -$2.64M -17,932 -89%
FEM
464
Fulcrum Equity Management
Texas
$320K -$219K -1,483 -41%
DWM
465
Drive Wealth Management
Utah
$318K +$316K +2,147 New
LAS
466
Lloyd Advisory Services
Georgia
$317K -$57.5K -390 -15%
CT
467
Cambridge Trust
Massachusetts
$317K +$316K +2,141 New
CIR
468
Clear Investment Research
Georgia
$316K -$2.21K -15 -0.7%
ANB
469
Amarillo National Bank
Texas
$316K
GAG
470
Goodman Advisory Group
Massachusetts
$316K +$315K +2,135 New
RIA
471
Richwood Investment Advisors
Ohio
$315K +$313K +2,125 New
WCM
472
Windham Capital Management
Massachusetts
$304K
Betterment LLC
473
Betterment LLC
New York
$300K +$298K +2,025 New
C
474
Certuity
Florida
$298K -$38.3K -260 -11%
BAS
475
Brown Advisory Securities
Maryland
$296K