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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
NW
476
NewEdge Wealth
Pennsylvania
$1.53M +$1.53M +17,260 New
VAG
477
VisionPoint Advisory Group
Texas
$1.53M -$392K -4,421 -20%
IHL
478
Investment House LLC
California
$1.51M +$1.51M +17,042 New
CFO
479
Collective Family Office
Pennsylvania
$1.5M +$1.5M +16,951 New
AWE
480
Avidian Wealth Enterprises
Texas
$1.48M +$1.12M +12,669 +319%
FIA
481
FNY Investment Advisers
New York
$1.47M +$1.46M +16,510 +82,550%
BCA
482
Bay Colony Advisors
Massachusetts
$1.46M +$388K +4,377 +36%
SL
483
SWMG LLC
Texas
$1.46M +$1.21M +13,598 +482%
HCM
484
Hollencrest Capital Management
California
$1.44M +$443 +5 +0%
GVAG
485
Great Valley Advisor Group
Delaware
$1.44M -$17.8M -200,838 -93%
WIM
486
Westside Investment Management
California
$1.44M +$163K +1,842 +13%
EW
487
Evoke Wealth
California
$1.44M +$905K +10,205 +170%
WC
488
Wexford Capital
Florida
$1.44M +$1.44M +16,198 New
GAA
489
Global Assets Advisory
Florida
$1.43M +$100K +1,131 +8%
USCWA
490
U.S. Capital Wealth Advisors
Texas
$1.43M -$1.93M -21,801 -58%
GLA
491
Good Life Advisors
Pennsylvania
$1.42M -$1.03M -11,652 -42%
EAM
492
Eschler Asset Management
United Kingdom
$1.41M +$632K +7,121 +81%
SW
493
Simplicity Wealth
New Jersey
$1.4M +$1.4M +15,817 New
CWM
494
Certus Wealth Management
California
$1.4M +$1.4M +15,736 New
BAM
495
BOS Asset Management
Illinois
$1.39M +$1.39M +15,625 New
William Blair & Company
496
William Blair & Company
Illinois
$1.39M +$65.9K +743 +5%
AF
497
Affiance Financial
Minnesota
$1.38M +$211K +2,374 +18%
CC
498
Commons Capital
Massachusetts
$1.37M
DCM
499
Dudley Capital Management
Virginia
$1.36M +$1.33K +15 +0.1%
BWA
500
Beam Wealth Advisors
Louisiana
$1.36M +$1.36M +15,316 New