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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

584 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 196 increasing their positions, 229 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
12.9%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.86%
New
126
Increased
196
Reduced
229
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$492M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$441M
3
Charles Schwab
Charles Schwab
California
+$161M
4
US Bancorp
US Bancorp
Minnesota
+$161M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$136M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.1B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$466M
3
Morgan Stanley
Morgan Stanley
New York
-$259M
4
Citadel Advisors
Citadel Advisors
Florida
-$163M
5
CSIA
Charles Schwab Investment Advisory
California
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
476
Fisher Asset Management
Washington
$209K +$209K +1,269 New
WIP
477
Wellesley Investment Partners
Massachusetts
$208K +$208K +1,265 New
LWAC
478
Laurel Wealth Advisors (California)
California
$206K +$206K +1,251 New
DJSG
479
D.J. St. Germain
Massachusetts
$203K +$203K +1,229 New
SMFG
480
Sumitomo Mitsui Financial Group
Japan
$202K +$40.3K +245 +25%
SAM
481
Securian Asset Management
Minnesota
$193K +$193K +1,170 New
OFG
482
OmniStar Financial Group
North Carolina
$189K -$988K -5,979 -84%
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$185K +$185K +1,124 New
DZ Bank
484
DZ Bank
Germany
$169K – – –
EP
485
Eudaimonia Partners
Tennessee
$162K -$134K -813 -45%
SSW
486
Smith Shellnut Wilson
Mississippi
$160K +$160K +970 New
OPS
487
Orion Portfolio Solutions
Nebraska
$158K +$7.75K +47 +5%
EWM
488
EPG Wealth Management
Georgia
$147K +$131K +798 +814%
RP
489
Rice Partnership
Hawaii
$146K -$98.5K -599 -40%
EW
490
Element Wealth
Mississippi
$134K -$185K -1,122 -58%
ICM
491
Islay Capital Management
Texas
$130K -$1.64M -9,979 -93%
GSWM
492
Golden State Wealth Management
California
$122K +$122K +739 New
MTC
493
Matrix Trust Company
Colorado
$119K +$119K +721 New
GI
494
Gradient Investments
Minnesota
$113K -$32.2K -196 -22%
PA
495
Procyon Advisors
Connecticut
$107K +$107K +650 New
PFP
496
Pinnacle Financial Partners
Tennessee
$106K -$27.3K -166 -20%
APC
497
Aspire Private Capital
North Carolina
$105K -$3.63K -22 -3%
NG
498
NWK Group
California
$101K +$7.26K +44 +8%
FANJ
499
Financial Architects (New Jersey)
New Jersey
$98K +$26.2K +159 +36%
BMM
500
Berkshire Money Management
Massachusetts
$84K +$84K +509 New
18 19
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