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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,092 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.99B
2
Bank of America
Bank of America
North Carolina
$5.49B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$3.67B
4
AAS
Annex Advisory Services
Wisconsin
$233M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Jane Street
Jane Street
New York
$1.1B
2
GC
GFG Capital
Florida
$11.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$181M
4
Morgan Stanley
Morgan Stanley
New York
$3.99B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
ATS
451
Ashton Thomas Securities
New York
$2.57M +$2.57M +27,739 New
MFG
452
Marmo Financial Group
Tennessee
$2.56M +$739K +8,053 +41%
LA
453
Latitude Advisors
Florida
$2.55M -$1.93K -21 -0.1%
FAM
454
Formidable Asset Management
Ohio
$2.5M +$1.27M +13,790 +103%
SWMG
455
Signature Wealth Management Group
Georgia
$2.5M -$4.13K -45 -0.2%
PCS
456
Private Client Services
Kentucky
$2.46M -$299K -3,253 -11%
VCM
457
Virtue Capital Management
Tennessee
$2.46M -$229K -2,467 -9%
GAM
458
Gotham Asset Management
New York
$2.45M -$320K -3,484 -12%
SWM
459
Spire Wealth Management
Virginia
$2.43M -$2.18M -23,710 -47%
MFA
460
Mayflower Financial Advisors
Massachusetts
$2.42M +$307K +3,345 +15%
CWS
461
Cypress Wealth Services
California
$2.42M -$254K -2,772 -10%
FIB
462
First Interstate Bank
Montana
$2.4M -$72.2K -787 -3%
Bank Julius Baer & Co
463
Bank Julius Baer & Co
Switzerland
$2.4M +$308K +3,014 +15%
EFG
464
Ehrlich Financial Group
California
$2.39M +$65.1K +709 +3%
GEM
465
Global Endowment Management
North Carolina
$2.39M -$733K -7,990 -24%
WB
466
WesBanco Bank
West Virginia
$2.37M – – –
KCM
467
KM Capital Management
Texas
$2.37M +$539K +5,869 +29%
MLA
468
My Legacy Advisors
Oregon
$2.37M +$249K +2,714 +12%
VL
469
Vima LLC
Michigan
$2.33M +$2.33M +25,368 +281,867%
WFA
470
Wells Financial Advisors
Massachusetts
$2.32M +$2.32M +25,286 New
WPIC
471
White Pine Investment Company
Michigan
$2.32M +$8.08K +88 +0.3%
OSAM
472
O'Shaughnessy Asset Management
Connecticut
$2.31M +$1.08M +11,790 +88%
OCM
473
Ogborne Capital Management
California
$2.29M +$1.15M +12,500 +100%
KP
474
Keel Point
Alabama
$2.28M -$2.33M -23,937 -51%
VC
475
Vicus Capital
Pennsylvania
$2.27M +$2.01M +21,943 +773%
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