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iShares 20+ Year Treasury Bond ETF

775 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 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% 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
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
501
United Asset Strategies
New York
$534K +$210K +2,082 +63%
Lido Advisors
502
Lido Advisors
California
$529K -$70.6K -701 -12%
SC
503
Shay Capital
New York
$523K -$4.5M -44,644 -89%
RTL
504
Red Tortoise LLC
Georgia
$520K +$527K +5,226 New
TLFA
505
True Link Financial Advisors
California
$518K
LMKC
506
L.M. Kohn & Company
Ohio
$506K -$887K -8,799 -63%
FEG
507
Fund Evaluation Group
Ohio
$506K +$512K +5,085 New
SMC
508
Smith, Moore & Co
Missouri
$503K +$151K +1,500 +42%
PP
509
Prudential plc
United Kingdom
$498K +$504K +5,000 New
RCM
510
Requisite Capital Management
Texas
$498K +$504K +5,000 New
SM
511
SG3 Management
Puerto Rico
$498K +$504K +5,000 New
SM
512
Southport Management
Wyoming
$498K +$504K +5,000 New
HWM
513
HB Wealth Management
Georgia
$498K +$221K +2,190 +78%
RIG
514
RiverFront Investment Group
Virginia
$498K -$14.8M -146,540 -97%
Bessemer Group
515
Bessemer Group
New Jersey
$497K +$31.2K +310 +7%
SGI
516
Swan Global Investments
Colorado
$496K +$50.4K +500 +12%
MSFS
517
Main Street Financial Solutions
Pennsylvania
$491K -$71K -705 -13%
SAA
518
Southeast Asset Advisors
Georgia
$491K
Belvedere Trading
519
Belvedere Trading
Illinois
$488K +$494K +4,900 New
SWMG
520
Signature Wealth Management Group
Georgia
$483K -$11.3K -112 -2%
OAM
521
Occidental Asset Management
California
$478K +$268K +2,655 +124%
JAWM
522
J. Arnold Wealth Management
Ohio
$470K +$476K +4,726 New
IIA
523
IPG Investment Advisors
California
$468K -$53.8K -534 -10%
WAG
524
Wallace Advisory Group
California
$455K +$461K +4,574 New
VWM
525
Vigilare Wealth Management
Arizona
$450K +$455K +4,519 New