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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$1.37B
4
Citigroup
Citigroup
New York
$610M
5
UBS Group
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$210M
2
SWG
Summit Wealth Group
Vermont
$2.04M
3
AWM
AE Wealth Management
Kansas
$122M
4
PP
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
476
Moulton Wealth Management
Washington
$1.13M -$27.7K -269 -2%
FAG
477
Fortitude Advisory Group
Washington
$1.13M +$515K +5,007 +84%
RWIA
478
Roger Wittlin Investment Advisory
California
$1.12M +$8.34K +81 +0.7%
OP
479
ORG Partners
Indiana
$1.11M +$1.11M +10,896 New
HHGC
480
Hunting Hill Global Capital
New York
$1.11M +$87.7K +852 +9%
FFA
481
Farther Finance Advisors
California
$1.1M +$70.2K +682 +7%
ACA
482
Affinity Capital Advisors
California
$1.1M +$370K +3,596 +50%
CFG
483
Cooper Financial Group
California
$1.1M +$1.1M +10,685 New
VFA
484
Voya Financial Advisors
Connecticut
$1.08M +$257K +2,527 +31%
HI
485
Harbour Investments
Wisconsin
$1.07M +$69.9K +679 +7%
SL
486
Sentinus LLC
Illinois
$1.06M +$509K +4,945 +92%
HPM
487
Hoxton Planning & Management
West Virginia
$1.05M -$1.4M -13,613 -57%
OA
488
Oxbow Advisors
Texas
$1.05M -$189K -1,840 -15%
OFA
489
Oak Family Advisors
Illinois
$1.05M +$1.05M +10,156 New
MHS
490
M Holdings Securities
Oregon
$1.04M -$1.7M -16,479 -62%
PMAM
491
Picton Mahoney Asset Management
Ontario, Canada
$1.03M – – –
SFO
492
Stokes Family Office
Louisiana
$1.03M -$158K -1,535 -13%
KeyBank National Association
493
KeyBank National Association
Ohio
$1.02M +$206 +2 +0%
Nomura Asset Management
494
Nomura Asset Management
Japan
$1.02M +$1.02M +9,928 New
LWM
495
Liberty Wealth Management
California
$1.02M +$41.8K +406 +4%
BFP
496
Briaud Financial Planning
Texas
$1.01M +$324K +3,152 +47%
DA
497
Detalus Advisors
Missouri
$1.01M -$101K -979 -9%
PMG
498
ProVise Management Group
Florida
$1M +$1M +9,731 New
SFA
499
Source Financial Advisors
New York
$978K -$12.7K -123 -1%
RIS
500
Retirement Income Solutions
Michigan
$977K -$117K -1,132 -11%
18 19
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