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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
HIP
451
Harrell Investment Partners
Texas
$1.78M +$1.78M +20,441 New
BSG
452
Black Swift Group
Colorado
$1.77M +$1.77M +20,000 New
DR
453
Davis Rea
Ontario, Canada
$1.77M +$1.77M +20,000 New
PA
454
PFG Advisors
Arizona
$1.77M +$1.42M +16,020 +403%
BA
455
Ballew Advisors
Mississippi
$1.77M +$5.18K +60 +0.3%
ACA
456
Affinity Capital Advisors
California
$1.68M +$725K +8,172 +76%
LJAC
457
L.J. Altfest & Co
New York
$1.68M +$1.68M +18,891 New
SAS
458
Sage Advisory Services
Texas
$1.67M +$372K +4,199 +29%
CWM
459
Centurion Wealth Management
Virginia
$1.63M +$1.63M +18,401 New
Qube Research & Technologies (QRT)
460
Qube Research & Technologies (QRT)
United Kingdom
$1.63M +$1.63M +18,366 New
CGPCS
461
Capital Group Private Client Services
California
$1.63M +$14.1K +159 +0.9%
OCPWS
462
One Charles Private Wealth Services
Massachusetts
$1.62M -$13.7K -155 -0.8%
AWM
463
Avaii Wealth Management
Wisconsin
$1.62M +$153K +1,727 +10%
EGA
464
E&G Advisors
Texas
$1.6M -$36.4K -410 -2%
WIM
465
WealthPlan Investment Management
Nebraska
$1.6M +$1.6M +18,036 New
TPCW
466
TD Private Client Wealth
New York
$1.59M +$127K +1,437 +9%
AA
467
Ancora Advisors
Ohio
$1.57M +$587K +6,614 +60%
LAM
468
LifePro Asset Management
California
$1.57M -$257K -2,901 -14%
SAM
469
SignalPoint Asset Management
Missouri
$1.57M -$134K -1,511 -8%
PIA
470
Panoramic Investment Advisors
Colorado
$1.57M +$1.57M +17,662 New
TA
471
Tectonic Advisors
Texas
$1.56M -$2.04K -23 -0.1%
AWA
472
Arkadios Wealth Advisors
Georgia
$1.56M +$925K +10,426 +146%
LSPW
473
Lake Street Private Wealth
Illinois
$1.55M -$781K -8,803 -34%
AA
474
Alesco Advisors
New York
$1.55M -$376K -4,235 -20%
VWA
475
Visionary Wealth Advisors
Illinois
$1.54M +$104K +1,176 +7%