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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
501
Alethea Capital Management
Washington
$2.3M
Luther King Capital Management (LKCM)
502
Luther King Capital Management (LKCM)
Texas
$2.3M -$3.9M
MW
503
Maia Wealth
Colorado
$2.3M +$2.3M +23,270 New
GRP
504
Global Retirement Partners
California
$2.29M +$1.09M +11,485 +91%
4FG
505
4Thought Financial Group
New York
$2.27M -$539K -5,456 -19%
AWE
506
Avidian Wealth Enterprises
Texas
$2.27M +$627K +6,346 +38%
OC
507
Oppenheimer & Co
New York
$2.26M -$512K -5,180 -18%
RSWM
508
Robertson Stephens Wealth Management
California
$2.25M +$755K +7,639 +50%
BWM
509
Brown Wealth Management
Illinois
$2.24M -$3.72M -37,586 -62%
MLA
510
My Legacy Advisors
Oregon
$2.2M +$51K +527 +2%
GAM
511
Gotham Asset Management
New York
$2.2M +$2.2M +22,199 New
CLOS
512
Compagnie Lombard Odier SCmA
Switzerland
$2.18M +$886K +8,959 +68%
CW
513
Channel Wealth
California
$2.17M -$617K -6,243 -22%
BFG
514
Beacon Financial Group
Texas
$2.16M +$1.85M +18,660 +581%
CWM
515
Cahill Wealth Management
Michigan
$2.16M +$818K +8,275 +61%
TWM
516
Tradition Wealth Management
Minnesota
$2.16M -$1.48M -14,948 -41%
WAS
517
WESPAC Advisors SoCal
California
$2.15M +$2.15M +21,786 New
GKWIM
518
Gerber Kawasaki Wealth & Investment Management
California
$2.1M +$1.76M +17,755 +513%
MWA
519
Moser Wealth Advisors
Washington
$2.08M -$139K -1,405 -6%
DWA
520
Dorsey Wright & Associates
California
$2.06M +$2.06M +20,877 New
RCA
521
Reitz Capital Advisors
Michigan
$2.05M +$1.54M +15,554 +302%
MCC
522
Money Concepts Capital
Florida
$2.04M +$1.74M +17,549 +565%
WB
523
WesBanco Bank
West Virginia
$2.02M +$597K +6,034 +42%
PP
524
Pacifica Partners
Canada
$2.01M +$32.3K +341 +2%
SA
525
Skyline Advisors
Washington
$1.99M +$1.99M +20,130 New