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iShares 20+ Year Treasury Bond ETF

869 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 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
501
ProVise Management Group
Florida
$1M +$1.01M +9,731 New
SFA
502
Source Financial Advisors
New York
$978K -$12.8K -123 -1%
RIS
503
Retirement Income Solutions
Michigan
$977K -$117K -1,132 -11%
TWM
504
Tradition Wealth Management
Minnesota
$973K +$969K +9,338 +7,914%
KJHP
505
K.J. Harrison & Partners
Ontario, Canada
$972K -$693K -6,680 -41%
FGA
506
Fortis Group Advisors
New Jersey
$947K -$11.8K -114 -1%
TFF
507
The Family Firm
Maryland
$937K -$2.39K -23 -0.3%
RPCA
508
Running Point Capital Advisors
California
$935K +$112K +1,076 +13%
MOS
509
MGO One Seven
Ohio
$934K -$3.41M -32,876 -78%
SAM
510
Strategy Asset Managers
California
$922K +$1.04K +10 +0.1%
PWM
511
Perigon Wealth Management
California
$911K +$483K +4,661 +111%
EAM
512
Eschler Asset Management
United Kingdom
$904K -$1.99M -19,180 -69%
HW
513
Hancock Whitney
Mississippi
$888K +$268K +2,582 +43%
RFC
514
Regions Financial Corp
Alabama
$884K +$60.6K +584 +7%
4FG
515
4Thought Financial Group
New York
$881K +$60.9K +587 +7%
RBA
516
Richard Bernstein Advisors
New York
$873K -$33.7K -325 -4%
CPRC
517
Consolidated Portfolio Review Corp
New York
$873K +$879K +8,477 New
LPT
518
Legacy Private Trust
Wisconsin
$869K -$897K -8,650 -51%
SC
519
Solstein Capital
California
$867K +$296K +2,850 +51%
SF
520
Slagle Financial
Illinois
$860K +$866K +8,353 New
CYG
521
Clean Yield Group
Vermont
$854K +$207K +2,000 +32%
BW
522
Bison Wealth
Georgia
$854K +$145K +1,395 +20%
SVWAG
523
Sound View Wealth Advisors Group
Georgia
$849K -$78.9K -761 -8%
KFS
524
Kelly Financial Services
Massachusetts
$846K -$1.13M -10,903 -57%
AWA
525
Authentikos Wealth Advisory
California
$834K -$35K -337 -4%