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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
476
Erickson Financial Group
Pennsylvania
$3.01M -$5.79K -60 -0.2%
WAS
477
WESPAC Advisors SoCal
California
$3M +$892K +9,251 +43%
EWA
478
ERTS Wealth Advisors
Michigan
$2.98M -$192K -1,992 -6%
LA
479
Latitude Advisors
Florida
$2.97M +$234K +2,422 +9%
GLA
480
Good Life Advisors
Pennsylvania
$2.96M +$1.92M +19,891 +193%
MWM
481
Moulton Wealth Management
Washington
$2.95M +$2.98M +30,886 New
DAS
482
Diversify Advisory Services
Utah
$2.95M -$151K -1,570 -5%
BFA
483
BBJS Financial Advisors
Washington
$2.94M +$2.79M +28,962 +2,888%
MAM
484
Morse Asset Management
Connecticut
$2.93M +$2.88M +29,851 New
FAM
485
Formidable Asset Management
Ohio
$2.92M +$248K +2,575 +9%
CWA
486
Consilio Wealth Advisors
Washington
$2.92M +$89.3K +926 +3%
BFG
487
Beacon Financial Group
Texas
$2.9M -$406K -4,207 -12%
CWM
488
Cahill Wealth Management
Michigan
$2.89M -$59.2K -614 -2%
PIA
489
Panoramic Investment Advisors
Colorado
$2.89M +$2.84M +29,483 New
KNFPWM
490
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.88M +$758K +7,859 +36%
AFA
491
Atlas Financial Advisors
California
$2.88M +$1.54K +16 +0.1%
HWM
492
Horizon Wealth Management
Illinois
$2.86M +$2.82M +29,194 New
BMCM
493
Black Maple Capital Management
Wisconsin
$2.84M
TRCT
494
Tower Research Capital (TRC)
New York
$2.81M -$1.19M -12,368 -30%
VL
495
Vima LLC
Michigan
$2.8M +$306K +3,173 +13%
RJT
496
Raymond James Trust
Florida
$2.79M -$162K -1,678 -6%
SC
497
Sykon Capital
New York
$2.78M +$2.74M +28,384 New
CCMW
498
Cypress Capital Management (Wyoming)
Wyoming
$2.77M -$16.7K -173 -0.6%
SWC
499
Spectrum Wealth Counsel
Indiana
$2.76M -$294K -3,053 -10%
GEM
500
Global Endowment Management
North Carolina
$2.75M +$193K +2,000 +8%