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iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
476
Eagle Global Advisors
Texas
$631K +$198K +1,965 +45%
HFA
477
High Falls Advisors
New York
$625K -$101K -998 -14%
GKWIM
478
Gerber Kawasaki Wealth & Investment Management
California
$621K +$628K +6,235 New
EW
479
Evoke Wealth
California
$619K +$627K +6,219 New
CFD
480
Creative Financial Designs
Indiana
$611K +$459K +4,559 +288%
FPGT
481
Financial Partners Group (Tennessee)
Tennessee
$603K +$610K +6,058 New
SFS
482
Security Financial Services
Indiana
$603K -$24.2K -240 -4%
SL
483
Sentinus LLC
Illinois
$601K -$568K -5,634 -47%
MMA
484
Miracle Mile Advisors
California
$599K -$62.2K -617 -9%
NL
485
NVWM LLC
Pennsylvania
$597K +$403K +4,000 +200%
RWIA
486
Roger Wittlin Investment Advisory
California
$597K +$604K +5,999 New
ATPW
487
Ashton Thomas Private Wealth
Arizona
$592K +$287K +2,849 +92%
AWM
488
Alterna Wealth Management
Texas
$591K +$217K +2,156 +57%
QAM
489
Q3 Asset Management
Michigan
$584K +$3.53K +35 +0.6%
CAMG
490
CWA Asset Management Group
Florida
$584K -$295K -2,931 -33%
TRCT
491
Tower Research Capital (TRC)
New York
$574K +$483K +4,790 +492%
OAP
492
One Advisory Partners
Kansas
$570K -$94.5K -938 -14%
CC
493
Cadinha & Co
Hawaii
$565K -$205K -2,033 -26%
KWM
494
Keebeck Wealth Management
Illinois
$554K -$113K -1,124 -17%
CIA
495
Choate Investment Advisors
Massachusetts
$544K +$551K +5,465 New
CWS
496
Cypress Wealth Services
California
$544K -$57.8K -574 -10%
WEG
497
World Equity Group
Illinois
$543K +$75.9K +753 +16%
KCM
498
KM Capital Management
Texas
$542K +$548K +5,439 New
EH
499
Equitable Holdings
New York
$540K -$212K -2,106 -28%
HKIMG
500
Hutchens & Kramer Investment Management Group
Indiana
$537K +$23.4K +232 +4%