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iShares 20+ Year Treasury Bond ETF

733 hedge funds and large institutions have $17.8B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 324 increasing their positions, 205 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $8.49B | Put options by funds: $4.05B

58% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 205

47% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 91

20% more capital invested

Capital invested by funds: $14.9B → $17.8B (+$2.9B)

5% more funds holding

Funds holding: 697733 (+36)

4% more funds holding in top 10

Funds holding in top 10: 7982 (+3)

1.52% less ownership

Funds ownership: 74.82%73.31% (-1.5%)

Holders
733
Holders Change
+36
Holders Change %
+5.16%
% of All Funds
12.63%
Holding in Top 10
82
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.8%
% of All Funds
1.41%
New
134
Increased
324
Reduced
205
Closed
91
Calls
$8.49B
Puts
$4.05B
Net Calls
+$4.45B
Net Calls Change
+$2.58B
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$148M +$64.3M +570,800 +62%
Millennium Management
27
Millennium Management
New York
$148M +$133M +1,181,680 +447%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$144M +$80.4M +713,867 +104%
Citigroup
29
Citigroup
New York
$143M +$130M +1,151,456 +470%
LPL Financial
30
LPL Financial
California
$129M +$36M +319,428 +34%
MERSOM
31
Municipal Employees' Retirement System of Michigan
Michigan
$126M -$41.8M -370,970 -23%
NFA
32
Nationwide Fund Advisors
Ohio
$123M
State Street
33
State Street
Massachusetts
$120M -$23M -204,686 -15%
Goldman Sachs
34
Goldman Sachs
New York
$117M -$82M -728,632 -39%
Truist Financial
35
Truist Financial
North Carolina
$114M +$50M +443,750 +66%
JP Morgan Chase
36
JP Morgan Chase
New York
$101M +$21.8M +193,980 +24%
Stifel Financial
37
Stifel Financial
Missouri
$96.3M +$33.4M +296,481 +46%
AWM
38
AE Wealth Management
Kansas
$91.2M +$1.68M +14,953 +2%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$90.5M +$29M +257,200 +41%
WA
40
WestEnd Advisors
North Carolina
$72.4M +$43.5M +386,172 +121%
VIA
41
Vantagepoint Investment Advisers
District of Columbia
$72M +$16.3M +144,875 +26%
Parallax Volatility Advisers
42
Parallax Volatility Advisers
California
$70.3M +$77.3M +686,598 +68,659,800%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$70.3M +$19.1M +169,519 +33%
FSA
44
Financial Sense Advisors
California
$70M +$32M +284,658 +71%
Osaic Holdings
45
Osaic Holdings
Arizona
$63M +$8.78M +78,020 +15%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$62.7M +$18.5M +164,615 +37%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$62.2M -$72.2M -641,342 -51%
DCC
48
Dow Chemical Company
Michigan
$61.4M +$63.5M +564,000 +1,606%
Simplex Trading
49
Simplex Trading
Illinois
$60.1M -$2.99M -26,539 -4%
CF
50
Clarity Financial
Texas
$53.7M -$4.63M -41,131 -7%