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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$1.37B
4
Citigroup
Citigroup
New York
$610M
5
UBS Group
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$210M
2
SWG
Summit Wealth Group
Vermont
$2.04M
3
AWM
AE Wealth Management
Kansas
$122M
4
PP
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
451
Intrepid Capital Management
Florida
$1.4M – – –
PFA
452
Pettinga Financial Advisors
Indiana
$1.37M -$15.4K -150 -1%
Cerity Partners
453
Cerity Partners
New York
$1.36M +$1.03M +9,964 +311%
AF
454
Affiance Financial
Minnesota
$1.35M +$176K +1,707 +15%
FW
455
FirstPurpose Wealth
Utah
$1.34M +$7.72K +75 +0.6%
MSFS
456
Main Street Financial Solutions
Pennsylvania
$1.34M +$780K +7,579 +140%
BTWM
457
Baker Tilly Wealth Management
Wisconsin
$1.32M +$949K +9,219 +253%
CIAS
458
CFS Investment Advisory Services
New Jersey
$1.32M +$1.32M +12,817 New
AC
459
Aristides Capital
Kentucky
$1.32M -$3.83M -37,191 -74%
WP
460
WealthShield Partners
North Carolina
$1.31M +$110K +1,068 +9%
WWM
461
Western Wealth Management
Colorado
$1.31M +$1.1M +10,653 +519%
VFG
462
V2 Financial group
Illinois
$1.28M -$7.41K -72 -0.6%
KCM
463
Kornitzer Capital Management
Kansas
$1.27M – – –
RWPA
464
Richard W. Paul & Associates
Michigan
$1.24M +$166K +1,617 +15%
RIA
465
Regal Investment Advisors
Michigan
$1.24M -$224K -2,176 -15%
BCA
466
Bay Colony Advisors
Massachusetts
$1.24M +$1.24M +12,067 New
SIM
467
Seaview Investment Managers
Florida
$1.21M +$312K +3,029 +35%
CPW
468
Catalyst Private Wealth
California
$1.21M -$42.4K -412 -3%
CWM
469
Cahill Wealth Management
Michigan
$1.21M +$9.99K +97 +0.8%
OAM
470
Occidental Asset Management
California
$1.21M +$1.21M +11,720 New
WCM
471
Windham Capital Management
Massachusetts
$1.15M -$667K -6,482 -37%
MFG
472
Merit Financial Group
Georgia
$1.14M +$776K +7,538 +210%
AA
473
Ancora Advisors
Ohio
$1.14M +$298K +2,897 +35%
OIA
474
Optimum Investment Advisors
Illinois
$1.14M -$20.6K -200 -2%
AI
475
AXS Investments
New York
$1.13M +$1.13M +11,000 New
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