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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

772 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 305 increasing their positions, 233 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+41
Holders Change %
+5.61%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.36%
New
179
Increased
305
Reduced
233
Closed
120
Calls
$8.62B
Puts
$4.86B
Net Calls
+$3.76B
Net Calls Change
-$683M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.82B
2
Morgan Stanley
Morgan Stanley
New York
$2.87B
3
UBS Group
UBS Group
Switzerland
$532M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$528M
5
Goldman Sachs
Goldman Sachs
New York
$392M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$29.5M
2
Jane Street
Jane Street
New York
$13M
3
Citadel Advisors
Citadel Advisors
Florida
$181M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
501
Lido Advisors
California
$529K -$69.8K -701 -12%
SC
502
Shay Capital
New York
$523K -$4.44M -44,644 -89%
RTL
503
Red Tortoise LLC
Georgia
$520K +$520K +5,226 New
TLFA
504
True Link Financial Advisors
California
$518K – – –
LMKC
505
L.M. Kohn & Company
Ohio
$506K -$876K -8,799 -63%
FEG
506
Fund Evaluation Group
Ohio
$506K +$506K +5,085 New
SMC
507
Smith, Moore & Co
Missouri
$503K +$149K +1,500 +42%
PP
508
Prudential plc
United Kingdom
$498K +$498K +5,000 New
SM
509
Southport Management
Wyoming
$498K +$498K +5,000 New
SM
510
SG3 Management
Puerto Rico
$498K +$498K +5,000 New
RCM
511
Requisite Capital Management
Texas
$498K +$498K +5,000 New
HWM
512
HB Wealth Management
Georgia
$498K +$218K +2,190 +78%
RIG
513
RiverFront Investment Group
Virginia
$498K -$14.6M -146,540 -97%
Bessemer Group
514
Bessemer Group
New Jersey
$497K +$30.8K +310 +7%
SGI
515
Swan Global Investments
Colorado
$496K +$51.7K +500 +12%
MSFS
516
Main Street Financial Solutions
Pennsylvania
$491K -$70.2K -705 -13%
SAA
517
Southeast Asset Advisors
Georgia
$491K – – –
Belvedere Trading
518
Belvedere Trading
Illinois
$488K +$488K +4,900 New
SWMG
519
Signature Wealth Management Group
Georgia
$483K -$11.2K -112 -2%
OAM
520
Occidental Asset Management
California
$478K +$264K +2,655 +124%
JAWM
521
J. Arnold Wealth Management
Ohio
$470K +$470K +4,726 New
IIA
522
IPG Investment Advisors
California
$468K -$53.2K -534 -10%
WAG
523
Wallace Advisory Group
California
$455K +$455K +4,574 New
VWM
524
Vigilare Wealth Management
Arizona
$450K +$450K +4,519 New
CWM
525
Congress Wealth Management
Massachusetts
$449K -$41M -411,842 -99%
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