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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$572M
2
Morgan Stanley
Morgan Stanley
New York
+$530M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$501M
4
Citigroup
Citigroup
New York
+$401M
5
UBS Group
UBS Group
Switzerland
+$388M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$435M
2
SWG
Summit Wealth Group
Vermont
-$214M
3
AWM
AE Wealth Management
Kansas
-$111M
4
PP
Prudential plc
United Kingdom
-$101M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
526
Amitell Capital
Singapore
$824K +$824K +8,000 New
DCM
527
Deuterium Capital Management
Florida
$824K +$824K +8,000 New
BIA
528
Biondo Investment Advisors
Pennsylvania
$823K +$28.8K +280 +4%
ATPW
529
Ashton Thomas Private Wealth
Arizona
$818K -$1.3M -12,632 -61%
BF
530
BOK Financial
Oklahoma
$805K -$1.65K -16 -0.2%
PCMU
531
Paragon Capital Management (Utah)
Utah
$791K +$35.2K +342 +5%
AWM
532
Aprio Wealth Management
Georgia
$787K +$787K +7,645 New
WI
533
Wintrust Investments
Illinois
$757K +$162K +1,571 +27%
RIG
534
RiverFront Investment Group
Virginia
$751K +$93.1K +904 +14%
JWCA
535
J.W. Coons Advisors
Ohio
$748K – – –
CWM
536
Cedar Wealth Management
California
$744K – – –
SAA
537
Southeast Asset Advisors
Georgia
$736K +$189K +1,840 +35%
Lido Advisors
538
Lido Advisors
California
$734K +$136K +1,319 +23%
AWA
539
Arkadios Wealth Advisors
Georgia
$733K +$457K +4,440 +166%
NAM
540
Nationwide Asset Management
Ohio
$731K – – –
CP
541
Castleview Partners
Texas
$729K -$265K -2,576 -27%
AGM
542
Alpine Global Management
New York
$721K +$521K +5,063 +261%
MAM
543
MMA Asset Management
Pennsylvania
$713K +$713K +6,923 New
WA
544
WBH Advisory
Maryland
$711K -$273K -2,652 -28%
CAS
545
CTC Alternative Strategies
Illinois
$705K +$705K +6,850 New
IWA
546
Intercontinental Wealth Advisors
Texas
$695K – – –
ML
547
McAdam LLC
Pennsylvania
$693K +$9.47K +92 +1%
SWP
548
Strategic Wealth Partners
Ohio
$692K +$86.1K +836 +14%
SAMC
549
Spectrum Asset Management (California)
California
$656K +$656K +6,375 New
WAP
550
Wealthcare Advisory Partners
Pennsylvania
$656K -$44.4K -431 -6%
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