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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
451
Camarda Financial Advisors
Florida
$2.65M +$1.72M +18,185 +185%
CWA
452
Consilio Wealth Advisors
Washington
$2.65M -$260K -2,743 -9%
BWM
453
BCGM Wealth Management
Indiana
$2.65M +$2.65M +27,974 New
LA
454
Latitude Advisors
Florida
$2.63M -$1.35M -14,300 -34%
GVAG
455
Great Valley Advisor Group
Delaware
$2.63M +$1.05M +11,076 +66%
VCM
456
Virtue Capital Management
Tennessee
$2.62M +$2.62M +28,937 New
Focus Partners Wealth
457
Focus Partners Wealth
Massachusetts
$2.62M +$205K +2,162 +8%
SEA
458
Stegent Equity Advisors
Texas
$2.59M +$1.33M +14,072 +106%
WAS
459
WESPAC Advisors SoCal
California
$2.57M +$512K +5,410 +25%
FIB
460
First Interstate Bank
Montana
$2.55M -$19.1K -202 -0.7%
BFG
461
Beacon Financial Group
Texas
$2.54M +$471K +4,979 +23%
IAP
462
Indie Asset Partners
Indiana
$2.54M +$91.8K +970 +4%
CWA
463
Clearview Wealth Advisors
Oregon
$2.54M +$1.89M +19,972 +291%
SW
464
Simplicity Wealth
New Jersey
$2.52M -$78K -824 -3%
PA
465
PFG Advisors
Arizona
$2.5M +$46.6K +493 +2%
KV
466
Kickstand Ventures
New York
$2.5M -$48.1K -508 -2%
EL
467
EQ LLC
Washington
$2.5M -$33.3K -352 -1%
OC
468
Oppenheimer & Co
New York
$2.45M +$295K +3,113 +14%
WB
469
WesBanco Bank
West Virginia
$2.44M +$511K +5,397 +26%
JF
470
Joule Financial
Kentucky
$2.44M +$1.36M +14,331 +125%
SWMG
471
Signature Wealth Management Group
Georgia
$2.43M +$22.4K +251 +0.9%
MPCA
472
Madison Park Capital Advisors
Washington
$2.43M +$70K +740 +3%
SFS
473
Security Financial Services
Indiana
$2.43M -$300K -3,170 -11%
CC
474
Centiva Capital
New York
$2.41M +$2.41M +25,489 New
EFG
475
Ehrlich Financial Group
California
$2.4M +$1.76M +18,623 +278%