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iShares 20+ Year Treasury Bond ETF

803 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 364 increasing their positions, 208 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+31
Holders Change %
+4.02%
% of All Funds
12.85%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.6%
New
156
Increased
364
Reduced
208
Closed
108
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$744M
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
451
Cerity Partners
New York
$1.04M +$1.04M +3,204 New
HI
452
Harbour Investments
Wisconsin
$1.03M +$188K +1,771 +22%
CP
453
Castleview Partners
Texas
$1.03M +$95.8K +901 +10%
SFA
454
Source Financial Advisors
New York
$1.02M -$666K -6,260 -39%
Vontobel Holding
455
Vontobel Holding
Switzerland
$1.02M +$232K +2,178 +29%
WA
456
WBH Advisory
Maryland
$1.02M +$1.02M +9,558 New
KWM
457
Keebeck Wealth Management
Illinois
$1.01M +$422K +3,970 +71%
FGA
458
Fortis Group Advisors
New Jersey
$991K +$991K +9,313 New
CA
459
Continuum Advisory
Idaho
$983K +$193K +1,811 +24%
TFF
460
The Family Firm
Maryland
$971K +$27.4K +258 +3%
SVWAG
461
Sound View Wealth Advisors Group
Georgia
$959K +$959K +9,011 New
WEG
462
World Equity Group
Illinois
$956K +$645K +11,303 +207%
SAM
463
Strategy Asset Managers
California
$952K +$638 +6 +0.1%
RBA
464
Richard Bernstein Advisors
New York
$936K +$100K +940 +12%
WA
465
WESPAC Advisors
California
$932K +$932K +8,765 New
SIM
466
Seaview Investment Managers
Florida
$927K +$927K +8,718 New
AWA
467
Arete Wealth Advisors
Illinois
$918K +$411K +3,864 +81%
SFS
468
Security Financial Services
Indiana
$898K +$253K +2,382 +39%
AA
469
Ancora Advisors
Ohio
$873K -$1.33M -12,492 -60%
WMA
470
Wealth Management Associates
New Jersey
$872K +$872K +8,195 New
AA
471
Advisory Alpha
Michigan
$863K +$863K +8,113 New
RPCA
472
Running Point Capital Advisors
California
$852K +$83.9K +789 +11%
M1FG
473
Mach-1 Financial Group
Arkansas
$851K +$851K +8 New
RFC
474
Regions Financial Corp
Alabama
$851K +$133K +1,254 +19%
4FG
475
4Thought Financial Group
New York
$848K -$56.3K -529 -6%