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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,092 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.99B
2
Bank of America
Bank of America
North Carolina
$5.49B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$3.67B
4
AAS
Annex Advisory Services
Wisconsin
$233M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Jane Street
Jane Street
New York
$1.1B
2
GC
GFG Capital
Florida
$11.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$181M
4
Morgan Stanley
Morgan Stanley
New York
$3.99B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
476
Apeiron RIA
Texas
$2.27M -$2.85K -31 -0.1%
RFWA
477
RPg Family Wealth Advisory
Massachusetts
$2.26M +$233K +2,541 +12%
PA
478
PFG Advisors
Arizona
$2.24M -$190K -2,067 -8%
SFS
479
Security Financial Services
Indiana
$2.23M -$120K -1,312 -5%
FFN
480
Focus Financial Network
Minnesota
$2.23M +$45.8K +486 +2%
MFG
481
Midwest Financial Group
Kansas
$2.22M +$268K +2,920 +14%
UWS
482
Unique Wealth Strategies
Illinois
$2.21M – – –
TVM
483
True Vision MN
Minnesota
$2.21M +$194K +2,114 +10%
BWM
484
Brown Wealth Management
Illinois
$2.19M -$1.77M -19,279 -45%
SHWM
485
Smith & Howard Wealth Management
Georgia
$2.18M +$1.54M +16,806 +240%
Allspring Global Investments
486
Allspring Global Investments
North Carolina
$2.18M -$1.08M -11,819 -33%
GWA
487
GGM Wealth Advisors
Maryland
$2.13M -$233K -2,543 -10%
ACM
488
Alethea Capital Management
Washington
$2.12M – – –
WW
489
Westshore Wealth
California
$2.11M -$627K -6,833 -23%
CFA
490
Cahill Financial Advisors
Minnesota
$2.1M +$71.5K +779 +4%
BFEC
491
Benjamin F. Edwards & Company
Missouri
$2.09M -$209K -2,275 -9%
MWA
492
Moser Wealth Advisors
Washington
$2.08M +$12.5K +136 +0.6%
PCA
493
Providence Capital Advisors
North Carolina
$2.08M +$81K +882 +4%
HPM
494
Hoxton Planning & Management
West Virginia
$2.08M -$140K -1,521 -6%
DR
495
Davis Rea
Ontario, Canada
$2.02M -$11M -120,000 -85%
DWA
496
Delos Wealth Advisors
Texas
$2.02M +$323K +3,515 +19%
SPAS
497
Spectrum Planning & Advisory Services
California
$2.02M +$2.02M +21,584 New
KJWM
498
Kiley Juergens Wealth Management
Washington
$2.01M +$2.01M +21,943 New
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$2M +$149K +1,604 +8%
CGPCS
500
Capital Group Private Client Services
California
$1.99M +$20.1K +219 +1%
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