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iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
451
Solstein Capital
California
$785K -$150K -1,485 -16%
RBA
452
Richard Bernstein Advisors
New York
$783K +$15.8K +157 +2%
WAM
453
Wakefield Asset Management
Colorado
$779K +$788K +7,825 New
VCP
454
Verus Capital Partners
Arizona
$772K +$197K +1,957 +34%
PCMU
455
Paragon Capital Management (Utah)
Utah
$764K +$83.3K +827 +12%
BIA
456
Biondo Investment Advisors
Pennsylvania
$763K +$16.1K +160 +2%
XS
457
XR Securities
Illinois
$759K -$28K -278 -4%
AWE
458
Avidian Wealth Enterprises
Texas
$753K +$762K +7,567 New
RIS
459
Retirement Income Solutions
Michigan
$741K +$750K +7,443 New
CA
460
Continuum Advisory
Idaho
$740K +$66.1K +656 +10%
Vontobel Holding
461
Vontobel Holding
Switzerland
$736K +$70.5K +700 +10%
TI
462
Trexquant Investment
Connecticut
$735K +$498K +4,944 +203%
TWP
463
Tempus Wealth Planning
California
$732K +$740K +7,348 New
CHAM
464
Clear Harbor Asset Management
Connecticut
$730K +$359K +3,560 +94%
CWM
465
Cedar Wealth Management
California
$720K -$427K -4,242 -37%
JWCA
466
J.W. Coons Advisors
Ohio
$720K +$302 +3 +0%
RPCA
467
Running Point Capital Advisors
California
$719K -$104K -1,032 -13%
WAP
468
Wealthcare Advisory Partners
Pennsylvania
$716K +$307K +3,045 +73%
FA
469
Forefront Analytics
Pennsylvania
$715K +$724K +7,182 New
KJHP
470
K.J. Harrison & Partners
Ontario, Canada
$678K -$529K -5,247 -51%
RFC
471
Regions Financial Corp
Alabama
$672K +$4.84K +48 +0.7%
MPW
472
MGO Private Wealth
California
$671K -$858K -8,512 -56%
GRP
473
Global Retirement Partners
California
$658K +$560K +5,557 +527%
NAM
474
Nationwide Asset Management
Ohio
$647K
CA
475
Cambridge Advisors
Nebraska
$643K -$48.3K -479 -7%