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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
451
Intergy Private Wealth
Colorado
$3.4M +$75.7K +785 +2%
HTI
452
Hikari Tsushin Inc
Japan
$3.39M
NG
453
Norden Group
Utah
$3.39M +$2.7M +27,985 +424%
CFA
454
Camarda Financial Advisors
Florida
$3.38M +$1.34M +13,847 +67%
SFA
455
Semmax Financial Advisors
North Carolina
$3.36M +$148K +1,536 +4%
CSS
456
Cubist Systematic Strategies
Connecticut
$3.35M +$67.3K +698 +2%
WA
457
Wealth Alliance
New York
$3.32M -$1.06M -10,948 -24%
YWM
458
Yoder Wealth Management
California
$3.31M +$218K +2,265 +7%
Marshall Wace
459
Marshall Wace
United Kingdom
$3.27M -$803K -8,331 -20%
FA
460
FDx Advisors
Illinois
$3.27M -$680K -7,051 -17%
MFG
461
Midwest Financial Group
Kansas
$3.23M +$835K +8,660 +36%
Qube Research & Technologies (QRT)
462
Qube Research & Technologies (QRT)
United Kingdom
$3.23M -$260K -2,694 -8%
AAS
463
Annex Advisory Services
Wisconsin
$3.23M -$242M -2,506,022 -99%
BHWM
464
Bay Harbor Wealth Management
Maryland
$3.15M -$268K -2,778 -8%
AIA
465
Arrow Investment Advisors
Maryland
$3.14M +$3.09M +32,014 New
IA
466
IFP Advisors
Florida
$3.13M -$21.6M -223,994 -88%
GRP
467
Global Retirement Partners
California
$3.12M +$1.45M +14,989 +89%
CIBC Private Wealth Group
468
CIBC Private Wealth Group
Georgia
$3.11M +$976K +10,118 +47%
WSFS
469
Wilmington Savings Fund Society
Delaware
$3.1M +$3.05M +31,651 New
JF
470
Joule Financial
Kentucky
$3.1M +$973K +10,092 +47%
AC
471
Amitell Capital
Singapore
$3.09M
BWM
472
BCGM Wealth Management
Indiana
$3.08M -$4.05K -42 -0.1%
IAA
473
Independent Advisor Alliance
North Carolina
$3.06M +$78.2K +811 +3%
CSWG
474
Cardinal Strategic Wealth Guidance
Kentucky
$3.06M -$123K -1,274 -4%
RVM
475
Robinson Value Management
Texas
$3.05M +$277K +2,870 +10%