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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,092 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.99B
2
Bank of America
Bank of America
North Carolina
$5.49B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$3.67B
4
AAS
Annex Advisory Services
Wisconsin
$233M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Jane Street
Jane Street
New York
$1.1B
2
GC
GFG Capital
Florida
$11.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$181M
4
Morgan Stanley
Morgan Stanley
New York
$3.99B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
501
Ashford Capital Management
Delaware
$1.98M -$834K -9,082 -30%
KNFPWM
502
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.98M +$784K +8,539 +66%
JF
503
Joule Financial
Kentucky
$1.97M -$395K -4,309 -17%
MW
504
Maia Wealth
Colorado
$1.96M +$1.96M +21,131 New
WAS
505
WESPAC Advisors SoCal
California
$1.95M -$542K -5,901 -22%
SIS
506
Strategic Investment Solutions
Illinois
$1.95M +$1.95M +20,044 New
CA
507
Cresta Advisors
Texas
$1.93M +$459K +5,000 +31%
SA
508
Skyline Advisors
Washington
$1.93M +$71.4K +778 +4%
EL
509
EQ LLC
Washington
$1.93M -$495K -5,390 -20%
PP
510
Pacifica Partners
Canada
$1.91M -$14K -152 -0.7%
MA
511
MBA Advisors
Pennsylvania
$1.9M +$77K +839 +4%
CFA
512
Camarda Financial Advisors
Florida
$1.89M -$684K -7,455 -27%
WPW
513
Watershed Private Wealth
Illinois
$1.89M +$206K +2,248 +12%
CFG
514
Carr Financial Group
Massachusetts
$1.89M -$271K -2,951 -13%
Mercer Global Advisors
515
Mercer Global Advisors
Colorado
$1.86M -$18.8K -1,586 -1%
JPLA
516
Joseph P. Lucia & Associates
New York
$1.86M +$293K +3,190 +19%
CCM
517
Crabel Capital Management
California
$1.84M +$217K +2,360 +13%
MCM
518
Moore Capital Management
New York
$1.84M -$459K -5,000 -20%
SAS
519
Sage Advisory Services
Texas
$1.83M +$49.6K +540 +3%
ML
520
McAdam LLC
Pennsylvania
$1.77M +$541K +5,893 +44%
TPCW
521
TD Private Client Wealth
New York
$1.77M -$295K -3,213 -14%
CCFM
522
Clear Creek Financial Management
Washington
$1.77M -$1.37M -14,964 -44%
KWS
523
Keystone Wealth Services
California
$1.77M -$2.75K -30 -0.2%
FAM
524
Frontier Asset Management
Wyoming
$1.76M -$5.69K -62 -0.3%
GFP
525
Gryphon Financial Partners
Ohio
$1.76M +$25.7K +280 +1%
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