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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

772 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 179 funds opening new positions, 305 increasing their positions, 233 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+41
Holders Change %
+5.61%
% 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
1.36%
New
179
Increased
305
Reduced
233
Closed
120
Calls
$8.62B
Puts
$4.86B
Net Calls
+$3.76B
Net Calls Change
-$683M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.82B
2
Morgan Stanley
Morgan Stanley
New York
$2.87B
3
UBS Group
UBS Group
Switzerland
$532M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$528M
5
Goldman Sachs
Goldman Sachs
New York
$392M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$29.5M
2
Jane Street
Jane Street
New York
$13M
3
Citadel Advisors
Citadel Advisors
Florida
$181M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
526
Rooted Wealth Advisors
Illinois
$446K +$446K +4,477 New
PCIA
527
Prime Capital Investment Advisors
Kansas
$444K +$444K +4,455 New
SHIM
528
Stone House Investment Management
Pennsylvania
$443K +$91.3K +917 +26%
TPCW
529
TD Private Client Wealth
New York
$442K +$15.4K +155 +4%
T
530
TNF
Montana
$440K -$5.08K -48 -1%
MFG
531
Merit Financial Group
Georgia
$439K -$1.66M -16,675 -79%
HW
532
Hamilton Wealth
California
$438K -$14.1M -142,029 -97%
CC
533
Centiva Capital
New York
$433K -$10.9M -109,625 -96%
T
534
TRUADVICE
Florida
$428K +$428K +4,031 New
MWA
535
Meridian Wealth Advisors
Texas
$425K -$247K -2,484 -37%
NRI
536
NFP Retirement Inc
California
$424K +$424K +4,259 New
EAM
537
Eschler Asset Management
United Kingdom
$420K +$420K +4,217 New
CBFP
538
Cedar Brook Financial Partners
Ohio
$417K +$69.1K +694 +20%
BTWM
539
Baker Tilly Wealth Management
Wisconsin
$417K +$174K +1,748 +72%
VWA
540
V Wealth Advisors
Kansas
$416K -$414K -4,155 -50%
MLA
541
My Legacy Advisors
Oregon
$416K +$96.1K +901 +30%
CIA
542
Caerus Investment Advisors
Texas
$408K – – –
DWT
543
Dorsey & Whitney Trust
South Dakota
$402K +$203K +2,036 +102%
VHAM
544
Van Hulzen Asset Management
California
$399K -$562K -5,645 -58%
SPWM
545
Straight Path Wealth Management
Michigan
$398K -$1.29K -13 -0.3%
SMF
546
Sterling Manor Financial
New York
$398K +$398K +4,000 New
NL
547
NKCFO LLC
Illinois
$398K – – –
IFWM
548
Institute for Wealth Management
Colorado
$398K -$13.3K -134 -3%
HFM
549
Harvest Fund Management
China
$396K +$388K +3,899 +5,064%
FAM
550
Family Asset Management
South Carolina
$394K +$394K +3,959 New
20 21
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