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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
SMG
501
Smart Money Group
Texas
$2.73M +$1.56M +16,133 +120%
GAM
502
Gotham Asset Management
New York
$2.72M +$90.5K +938 +4%
WWA
503
WCG Wealth Advisors
Nevada
$2.71M -$683K -7,081 -20%
BFWM
504
Bright Futures Wealth Management
New York
$2.71M -$999K -10,357 -26%
OFS
505
Orrstown Financial Services
Pennsylvania
$2.7M +$2.66M +27,544 New
EFG
506
Ehrlich Financial Group
California
$2.7M +$145K +1,507 +6%
AFP
507
Alpha Financial Partners
Kentucky
$2.7M +$2.65M +27,529 New
UWS
508
Unique Wealth Strategies
Illinois
$2.7M +$401K +4,154 +18%
SCA
509
Snowden Capital Advisors
New York
$2.68M -$342K -3,542 -11%
SWMG
510
Signature Wealth Management Group
Georgia
$2.67M -$2.31K -24 -0.1%
IAS
511
Insigneo Advisory Services
Florida
$2.64M -$727K -7,540 -22%
BEI
512
Benjamin Edwards Inc
Missouri
$2.63M +$2.59M +26,811 New
PCIA
513
Prime Capital Investment Advisors
Kansas
$2.63M -$111K -1,151 -4%
MWM
514
Meridian Wealth Management
Kentucky
$2.63M +$2.58M +26,796 New
MWM
515
Maripau Wealth Management
Indiana
$2.63M -$431K -4,468 -14%
SVWG
516
Shared Vision Wealth Group
United States
$2.62M -$435K -4,509 -14%
PAG
517
Private Advisory Group
Washington
$2.6M +$2.56M +26,498 New
WPIC
518
White Pine Investment Company
Michigan
$2.6M +$116K +1,206 +5%
EL
519
EQ LLC
Washington
$2.59M +$520K +5,393 +26%
4FG
520
4Thought Financial Group
New York
$2.58M -$3.53M -36,621 -58%
RFWA
521
RPg Family Wealth Advisory
Massachusetts
$2.57M +$156K +1,614 +7%
CFG
522
Carr Financial Group
Massachusetts
$2.53M +$503K +5,213 +25%
BFM
523
Boothbay Fund Management
New York
$2.51M -$2.62M -27,151 -51%
SWM
524
SigFig Wealth Management
California
$2.51M -$517K -5,358 -17%
MWA
525
Moser Wealth Advisors
Washington
$2.5M +$271K +2,809 +12%