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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.7B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.45B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$720M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$714M
5
AssetMark Inc
AssetMark Inc
California
+$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$744M
3
Morgan Stanley
Morgan Stanley
New York
-$425M
4
Jane Street
Jane Street
New York
-$315M
5
AAS
Annex Advisory Services
Wisconsin
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
501
Ehrlich Financial Group
California
$2.7M +$148K +1,507 +6%
AFP
502
Alpha Financial Partners
Kentucky
$2.7M +$2.7M +27,529 New
SCA
503
Snowden Capital Advisors
New York
$2.68M -$347K -3,542 -11%
SWMG
504
Signature Wealth Management Group
Georgia
$2.67M -$2.35K -24 -0.1%
IAS
505
Insigneo Advisory Services
Florida
$2.64M -$740K -7,540 -22%
BEI
506
Benjamin Edwards Inc
Missouri
$2.63M +$2.63M +26,811 New
PCIA
507
Prime Capital Investment Advisors
Kansas
$2.63M -$113K -1,151 -4%
MWM
508
Meridian Wealth Management
Kentucky
$2.63M +$2.63M +26,796 New
MWM
509
Maripau Wealth Management
Indiana
$2.63M -$438K -4,468 -14%
SVWG
510
Shared Vision Wealth Group
United States
$2.62M -$442K -4,509 -14%
PAG
511
Private Advisory Group
Washington
$2.6M +$2.6M +26,498 New
WPIC
512
White Pine Investment Company
Michigan
$2.6M +$118K +1,206 +5%
EL
513
EQ LLC
Washington
$2.59M +$529K +5,393 +26%
4FG
514
4Thought Financial Group
New York
$2.58M -$3.59M -36,621 -58%
RFWA
515
RPg Family Wealth Advisory
Massachusetts
$2.57M +$158K +1,614 +7%
CFG
516
Carr Financial Group
Massachusetts
$2.53M +$511K +5,213 +25%
BFM
517
Boothbay Fund Management
New York
$2.51M -$2.66M -27,151 -51%
SWM
518
SigFig Wealth Management
California
$2.51M -$528K -5,358 -17%
MWA
519
Moser Wealth Advisors
Washington
$2.5M +$276K +2,809 +12%
RS
520
Rakuten Securities
Japan
$2.49M +$1.08M +10,985 +76%
OSAM
521
O'Shaughnessy Asset Management
Connecticut
$2.48M +$117K +1,251 +5%
BWM
522
Brown Wealth Management
Illinois
$2.46M +$119K +1,215 +5%
OCM
523
Ogborne Capital Management
California
$2.45M – – –
State of New Jersey Common Pension Fund D
524
State of New Jersey Common Pension Fund D
New Jersey
$2.45M +$2.45M +25,000 New
EFI
525
EHP Funds Inc
Canada
$2.45M +$2.45M +25,000 New
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