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iShares 20+ Year Treasury Bond ETF

869 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 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
526
Teamwork Financial Advisors
Texas
$830K +$836K +8,059 New
SHWM
527
Smith & Howard Wealth Management
Georgia
$824K +$622K +6,000 +300%
AC
528
Amitell Capital
Singapore
$824K +$830K +8,000 New
DCM
529
Deuterium Capital Management
Florida
$824K +$830K +8,000 New
JFG
530
Jefferies Financial Group
New York
$824K +$830K +8,000 New
BIA
531
Biondo Investment Advisors
Pennsylvania
$823K +$29K +280 +4%
ATPW
532
Ashton Thomas Private Wealth
Arizona
$818K -$1.31M -12,632 -61%
BF
533
BOK Financial
Oklahoma
$805K -$1.66K -16 -0.2%
PCMU
534
Paragon Capital Management (Utah)
Utah
$791K +$35.5K +342 +5%
AWM
535
Aprio Wealth Management
Georgia
$787K +$793K +7,645 New
WI
536
Wintrust Investments
Illinois
$757K +$163K +1,571 +27%
RIG
537
RiverFront Investment Group
Virginia
$751K +$93.8K +904 +14%
JWCA
538
J.W. Coons Advisors
Ohio
$748K
CWM
539
Cedar Wealth Management
California
$744K
SAA
540
Southeast Asset Advisors
Georgia
$736K +$191K +1,840 +35%
Lido Advisors
541
Lido Advisors
California
$734K +$137K +1,319 +23%
AWA
542
Arkadios Wealth Advisors
Georgia
$733K +$461K +4,440 +166%
NAM
543
Nationwide Asset Management
Ohio
$731K
CP
544
Castleview Partners
Texas
$729K -$267K -2,576 -27%
AGM
545
Alpine Global Management
New York
$721K +$525K +5,063 +261%
MAM
546
MMA Asset Management
Pennsylvania
$713K +$718K +6,923 New
WA
547
WBH Advisory
Maryland
$711K -$275K -2,652 -28%
CAS
548
CTC Alternative Strategies
Illinois
$705K +$711K +6,850 New
IWA
549
Intercontinental Wealth Advisors
Texas
$695K
ML
550
McAdam LLC
Pennsylvania
$693K +$9.54K +92 +1%