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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$572M
2
Morgan Stanley
Morgan Stanley
New York
+$530M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$501M
4
Citigroup
Citigroup
New York
+$401M
5
UBS Group
UBS Group
Switzerland
+$388M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$435M
2
SWG
Summit Wealth Group
Vermont
-$214M
3
AWM
AE Wealth Management
Kansas
-$111M
4
PP
Prudential plc
United Kingdom
-$101M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
501
Tradition Wealth Management
Minnesota
$973K +$961K +9,338 +7,914%
KJHP
502
K.J. Harrison & Partners
Ontario, Canada
$972K -$685K -6,680 -41%
FGA
503
Fortis Group Advisors
New Jersey
$947K -$11.7K -114 -1%
TFF
504
The Family Firm
Maryland
$937K -$2.37K -23 -0.3%
RPCA
505
Running Point Capital Advisors
California
$935K +$111K +1,076 +13%
MOS
506
MGO One Seven
Ohio
$934K -$3.38M -32,876 -78%
SAM
507
Strategy Asset Managers
California
$922K +$1.03K +10 +0.1%
PWM
508
Perigon Wealth Management
California
$911K +$480K +4,661 +111%
EAM
509
Eschler Asset Management
United Kingdom
$904K -$1.97M -19,180 -69%
HW
510
Hancock Whitney
Mississippi
$888K +$266K +2,582 +43%
RFC
511
Regions Financial Corp
Alabama
$884K +$60.1K +584 +7%
4FG
512
4Thought Financial Group
New York
$881K +$60.4K +587 +7%
RBA
513
Richard Bernstein Advisors
New York
$873K -$33.5K -325 -4%
CPRC
514
Consolidated Portfolio Review Corp
New York
$873K +$873K +8,477 New
LPT
515
Legacy Private Trust
Wisconsin
$869K -$890K -8,650 -51%
SC
516
Solstein Capital
California
$867K +$293K +2,850 +51%
SF
517
Slagle Financial
Illinois
$860K +$860K +8,353 New
CYG
518
Clean Yield Group
Vermont
$854K +$206K +2,000 +32%
BW
519
Bison Wealth
Georgia
$854K +$144K +1,395 +20%
SVWAG
520
Sound View Wealth Advisors Group
Georgia
$849K -$78.3K -761 -8%
KFS
521
Kelly Financial Services
Massachusetts
$846K -$1.12M -10,903 -57%
AWA
522
Authentikos Wealth Advisory
California
$834K -$34.7K -337 -4%
TFA
523
Teamwork Financial Advisors
Texas
$830K +$830K +8,059 New
SHWM
524
Smith & Howard Wealth Management
Georgia
$824K +$618K +6,000 +300%
JFG
525
Jefferies Financial Group
New York
$824K +$824K +8,000 New
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