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iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
476
Bay Colony Advisors
Massachusetts
$294K +$54.4K +369 +23%
IFG
477
Independent Financial Group
California
$293K +$292K +1,978 New
SIAG
478
Safeguard Investment Advisory Group
California
$291K
GCA
479
Genesee Capital Advisors
New York
$288K +$1.18K +8 +0.4%
Wealthfront Advisers
480
Wealthfront Advisers
California
$286K -$163K -1,103 -36%
SHIM
481
Stone House Investment Management
Pennsylvania
$278K +$6.34K +43 +2%
SIA
482
Soltis Investment Advisors
Utah
$277K -$9.43K -64 -3%
TFS
483
TrustCore Financial Services
Tennessee
$275K
SFA
484
Sequoia Financial Advisors
Ohio
$275K +$7.66K +52 +3%
TPWM
485
Twelve Points Wealth Management
Massachusetts
$265K +$264K +1,791 New
CP
486
Coho Partners
Pennsylvania
$262K +$260K +1,767 New
MCM
487
Monarch Capital Management
Indiana
$261K
IBOK
488
Independence Bank of Kentucky
Kentucky
$258K
DSN
489
D. Scott Neal
Kentucky
$257K +$1.33K +9 +0.5%
AC
490
Apella Capital
Connecticut
$253K -$1.47K -10 -0.6%
FWM
491
Frontier Wealth Management
Missouri
$251K -$311K -2,108 -55%
PPA
492
Parametric Portfolio Associates
Washington
$251K -$12.2K -83 -5%
KA
493
Kovack Advisors
Florida
$249K +$248K +1,683 New
TNA
494
True North Advisors
Texas
$247K -$253K -1,717 Closed
CIA
495
Capital Investment Advisors
Georgia
$245K -$11.5K -78 -5%
CJFS
496
Coulter & Justus Financial Services
Tennessee
$245K +$243K +1,650 New
CCM
497
Condor Capital Management
New Jersey
$237K -$1.18K -8 -0.5%
BS
498
Boenning & Scattergood
Pennsylvania
$237K +$28.7K +195 +14%
RA
499
RFG Advisory
Alabama
$236K +$235K +1,592 New
SFI
500
SPC Financial Inc
Maryland
$235K +$6.93K +47 +3%