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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.43B
2
Bank of America
2
Bank of America
North Carolina
$4.33B
3
Morgan Stanley
3
Morgan Stanley
New York
$3.5B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.1B
5
BlackRock
5
BlackRock
New York
$1.19B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$706M
2
Barclays
2
Barclays
United Kingdom
$242M
3
AssetMark Inc
3
AssetMark Inc
California
$10.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$311M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$74M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$166M 1,870,910 -212,470 -10%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$163M 1,836,560 +1,836,560 New
Truist Financial
28
Truist Financial
North Carolina
$162M 1,824,087 +64,929 +4%
AllianceBernstein
29
AllianceBernstein
Tennessee
$154M 1,731,454 +42,360 +3%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$151M 1,707,959 +179,031 +12%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$144M 1,624,710 +257,444 +19%
Simplex Trading
32
Simplex Trading
Illinois
$138M 1,555,416 +574,458 +59%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$137M 1,541,108 +132,356 +9%
MIC
34
Maxi Investments CY
Cyprus
$131M 1,475,876 +1,475,876 New
JPG
35
Jordan Park Group
California
$129M 1,454,177 +217,924 +18%
NFA
36
Nationwide Fund Advisors
Ohio
$118M 1,332,193 +44,357 +3%
Stifel Financial
37
Stifel Financial
Missouri
$116M 1,310,550 +129,119 +11%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$113M 1,274,165 +759,792 +148%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$112M 1,257,881 +1,151,489 +1,082%
AAS
40
Annex Advisory Services
Wisconsin
$109M 1,233,924 +1,233,924 New
Goldman Sachs
41
Goldman Sachs
New York
$108M 1,218,003 -824,802 -40%
CI Investments Inc
42
CI Investments Inc
Ontario, Canada
$102M 1,149,689 -1,981,671 -63%
WA
43
WestEnd Advisors
North Carolina
$98.4M 1,109,926 -5,292 -0.5%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$98.3M 1,107,903 +81,928 +8%
MML Investors Services
45
MML Investors Services
Massachusetts
$93M 1,048,661 +459,047 +78%
AWM
46
AE Wealth Management
Kansas
$91.3M 1,029,249 -152,366 -13%
PAS
47
Park Avenue Securities
New York
$88.7M 1,000,093 +880,798 +738%
CWM
48
CIBC World Markets
New York
$88.7M 1,000,000 -1,032,000 -51%
US Bancorp
49
US Bancorp
Minnesota
$82.1M 925,886 +246,448 +36%
AF
50
Ally Financial
Michigan
$77.4M 873,000 +108,000 +14%
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