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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B

Top Buyers

1
Bank of America
Bank of America
North Carolina
$9.57B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.64B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$926M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$4.63B
5
AssetMark Inc
AssetMark Inc
California
$438M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$574M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$17.4M
3
Morgan Stanley
Morgan Stanley
New York
$3.84B
4
Jane Street
Jane Street
New York
$859M
5
AAS
Annex Advisory Services
Wisconsin
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
476
Moulton Wealth Management
Washington
$2.95M +$2.95M +30,886 New
DAS
477
Diversify Advisory Services
Utah
$2.95M -$145K -1,570 -5%
BFA
478
BBJS Financial Advisors
Washington
$2.94M +$2.84M +28,962 +2,888%
MAM
479
Morse Asset Management
Connecticut
$2.93M +$2.93M +29,851 New
FAM
480
Formidable Asset Management
Ohio
$2.92M +$253K +2,575 +9%
CWA
481
Consilio Wealth Advisors
Washington
$2.92M +$90.8K +926 +3%
BFG
482
Beacon Financial Group
Texas
$2.9M -$413K -4,207 -12%
CWM
483
Cahill Wealth Management
Michigan
$2.89M -$60.2K -614 -2%
PIA
484
Panoramic Investment Advisors
Colorado
$2.89M +$2.89M +29,483 New
KNFPWM
485
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.88M +$771K +7,859 +36%
AFA
486
Atlas Financial Advisors
California
$2.88M +$1.57K +16 +0.1%
HWM
487
Horizon Wealth Management
Illinois
$2.86M +$2.86M +29,194 New
BMCM
488
Black Maple Capital Management
Wisconsin
$2.84M – – –
TRCT
489
Tower Research Capital (TRC)
New York
$2.81M -$1.21M -12,368 -30%
VL
490
Vima LLC
Michigan
$2.8M +$311K +3,173 +13%
RJT
491
Raymond James Trust
Florida
$2.79M -$165K -1,678 -6%
SC
492
Sykon Capital
New York
$2.78M +$2.78M +28,384 New
CCMW
493
Cypress Capital Management (Wyoming)
Wyoming
$2.77M -$17K -173 -0.6%
SWC
494
Spectrum Wealth Counsel
Indiana
$2.76M -$300K -3,053 -10%
GEM
495
Global Endowment Management
North Carolina
$2.75M +$196K +2,000 +8%
SMG
496
Smart Money Group
Texas
$2.73M +$1.49M +16,133 +120%
GAM
497
Gotham Asset Management
New York
$2.72M +$92K +938 +4%
WWA
498
WCG Wealth Advisors
Nevada
$2.72M -$695K -7,081 -20%
BFWM
499
Bright Futures Wealth Management
New York
$2.71M -$956K -10,357 -26%
OFS
500
Orrstown Financial Services
Pennsylvania
$2.7M +$2.7M +27,544 New
18 19
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