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iShares 20+ Year Treasury Bond ETF

869 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 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
AA
476
Ancora Advisors
Ohio
$1.14M +$301K +2,897 +35%
OIA
477
Optimum Investment Advisors
Illinois
$1.14M -$20.7K -200 -2%
AI
478
AXS Investments
New York
$1.13M +$1.14M +11,000 New
MWM
479
Moulton Wealth Management
Washington
$1.13M -$27.9K -269 -2%
FAG
480
Fortitude Advisory Group
Washington
$1.13M +$519K +5,007 +84%
RWIA
481
Roger Wittlin Investment Advisory
California
$1.12M +$8.4K +81 +0.7%
OP
482
ORG Partners
Indiana
$1.11M +$1.13M +10,896 New
HHGC
483
Hunting Hill Global Capital
New York
$1.11M +$88.4K +852 +9%
FFA
484
Farther Finance Advisors
California
$1.1M +$70.7K +682 +7%
ACA
485
Affinity Capital Advisors
California
$1.1M +$373K +3,596 +50%
CFG
486
Cooper Financial Group
California
$1.1M +$1.11M +10,685 New
VFA
487
Voya Financial Advisors
Connecticut
$1.08M +$262K +2,527 +31%
HI
488
Harbour Investments
Wisconsin
$1.07M +$70.4K +679 +7%
SL
489
Sentinus LLC
Illinois
$1.06M +$513K +4,945 +92%
HPM
490
Hoxton Planning & Management
West Virginia
$1.05M -$1.41M -13,613 -57%
OA
491
Oxbow Advisors
Texas
$1.05M -$191K -1,840 -15%
OFA
492
Oak Family Advisors
Illinois
$1.05M +$1.05M +10,156 New
MHS
493
M Holdings Securities
Oregon
$1.04M -$1.71M -16,479 -62%
PMAM
494
Picton Mahoney Asset Management
Ontario, Canada
$1.03M
SFO
495
Stokes Family Office
Louisiana
$1.03M -$159K -1,535 -13%
KeyBank National Association
496
KeyBank National Association
Ohio
$1.02M +$207 +2 +0%
Nomura Asset Management
497
Nomura Asset Management
Japan
$1.02M +$1.03M +9,928 New
LWM
498
Liberty Wealth Management
California
$1.02M +$42.1K +406 +4%
BFP
499
Briaud Financial Planning
Texas
$1.01M +$327K +3,152 +47%
DA
500
Detalus Advisors
Missouri
$1.01M -$102K -979 -9%