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iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Congress Wealth Management
Massachusetts
$449K -$41.5M -411,842 -99%
RWA
527
Rooted Wealth Advisors
Illinois
$446K +$451K +4,477 New
PCIA
528
Prime Capital Investment Advisors
Kansas
$444K +$449K +4,455 New
SHIM
529
Stone House Investment Management
Pennsylvania
$443K +$92.4K +917 +26%
TPCW
530
TD Private Client Wealth
New York
$442K +$15.6K +155 +4%
T
531
TNF
Montana
$440K -$4.84K -48 -1%
MFG
532
Merit Financial Group
Georgia
$439K -$1.68M -16,675 -79%
HW
533
Hamilton Wealth
California
$438K -$14.3M -142,029 -97%
CC
534
Centiva Capital
New York
$433K -$11M -109,625 -96%
T
535
TRUADVICE
Florida
$428K +$406K +4,031 New
MWA
536
Meridian Wealth Advisors
Texas
$425K -$250K -2,484 -37%
NRI
537
NFP Retirement Inc
California
$424K +$429K +4,259 New
EAM
538
Eschler Asset Management
United Kingdom
$420K +$425K +4,217 New
CBFP
539
Cedar Brook Financial Partners
Ohio
$417K +$69.9K +694 +20%
BTWM
540
Baker Tilly Wealth Management
Wisconsin
$417K +$176K +1,748 +72%
VWA
541
V Wealth Advisors
Kansas
$416K -$419K -4,155 -50%
MLA
542
My Legacy Advisors
Oregon
$416K +$90.8K +901 +30%
CIA
543
Caerus Investment Advisors
Texas
$408K
DWT
544
Dorsey & Whitney Trust
South Dakota
$402K +$205K +2,036 +102%
VHAM
545
Van Hulzen Asset Management
California
$399K -$569K -5,645 -58%
SPWM
546
Straight Path Wealth Management
Michigan
$398K -$1.31K -13 -0.3%
SMF
547
Sterling Manor Financial
New York
$398K +$403K +4,000 New
NL
548
NKCFO LLC
Illinois
$398K
IFWM
549
Institute for Wealth Management
Colorado
$398K -$13.5K -134 -3%
HFM
550
Harvest Fund Management
China
$396K +$393K +3,899 +5,064%