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iShares 20+ Year Treasury Bond ETF

869 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 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
SeaCrest Wealth Management
New York
$1.41M +$683K +6,584 +93%
ICM
452
Intrepid Capital Management
Florida
$1.4M
MG
453
Marex Group
$1.39M +$1.4M +13,526 New
NAS
454
NWF Advisory Services
California
$1.37M
PFA
455
Pettinga Financial Advisors
Indiana
$1.37M -$15.6K -150 -1%
Cerity Partners
456
Cerity Partners
New York
$1.36M +$1.03M +9,964 +311%
AF
457
Affiance Financial
Minnesota
$1.35M +$177K +1,707 +15%
FW
458
FirstPurpose Wealth
Utah
$1.34M +$7.78K +75 +0.6%
MSFS
459
Main Street Financial Solutions
Pennsylvania
$1.34M +$786K +7,579 +140%
BTWM
460
Baker Tilly Wealth Management
Wisconsin
$1.32M +$956K +9,219 +253%
CIAS
461
CFS Investment Advisory Services
New Jersey
$1.32M +$1.33M +12,817 New
AC
462
Aristides Capital
Kentucky
$1.32M -$3.86M -37,191 -74%
WP
463
WealthShield Partners
North Carolina
$1.31M +$111K +1,068 +9%
WWM
464
Western Wealth Management
Colorado
$1.31M +$1.11M +10,653 +519%
VFG
465
V2 Financial group
Illinois
$1.28M -$7.47K -72 -0.6%
KCM
466
Kornitzer Capital Management
Kansas
$1.27M
RWPA
467
Richard W. Paul & Associates
Michigan
$1.24M +$168K +1,617 +15%
RIA
468
Regal Investment Advisors
Michigan
$1.24M -$226K -2,176 -15%
BCA
469
Bay Colony Advisors
Massachusetts
$1.24M +$1.25M +12,067 New
SIM
470
Seaview Investment Managers
Florida
$1.21M +$314K +3,029 +35%
CPW
471
Catalyst Private Wealth
California
$1.21M -$42.7K -412 -3%
CWM
472
Cahill Wealth Management
Michigan
$1.21M +$10.1K +97 +0.8%
OAM
473
Occidental Asset Management
California
$1.21M +$1.22M +11,720 New
WCM
474
Windham Capital Management
Massachusetts
$1.15M -$672K -6,482 -37%
MFG
475
Merit Financial Group
Georgia
$1.14M +$782K +7,538 +210%