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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
TC
526
Touchstone Capital
Pennsylvania
$1.93M +$1.93M +19,537 New
SL
527
Savior LLC
Massachusetts
$1.93M +$1.87M +18,889 +3,138%
Qube Research & Technologies (QRT)
528
Qube Research & Technologies (QRT)
United Kingdom
$1.92M +$105K +1,059 +6%
FAM
529
Frontier Asset Management
Wyoming
$1.92M +$683K +6,911 +55%
PCS
530
Private Client Services
Kentucky
$1.91M +$1.91M +19,296 New
BWA
531
Beam Wealth Advisors
Louisiana
$1.87M +$353K +3,569 +23%
CFG
532
Carr Financial Group
Massachusetts
$1.86M +$661K +6,680 +55%
MFG
533
Midwest Financial Group
Kansas
$1.86M +$638K +6,456 +52%
MA
534
MBA Advisors
Pennsylvania
$1.84M -$176K -1,775 -9%
CGPCS
535
Capital Group Private Client Services
California
$1.84M +$23.2K +235 +1%
MIS
536
Morningstar Investment Services
Illinois
$1.83M +$1.24M +12,414 +208%
AFO
537
Arrowroot Family Office
California
$1.83M +$315K +3,181 +21%
SL
538
SWMG LLC
Texas
$1.82M +$197K +1,991 +12%
KWM
539
Koa Wealth Management
California
$1.82M +$1.82M +18,356 New
KWS
540
Keystone Wealth Services
California
$1.8M +$1.8M +18,193 New
SAS
541
Sage Advisory Services
Texas
$1.8M -$65.5K -662 -4%
WIM
542
WealthPlan Investment Management
Nebraska
$1.79M +$5.64K +57 +0.3%
GCM
543
Goldstream Capital Management
Hong Kong
$1.77M +$1.77M +17,950 New
OLVIG
544
Oliver Lagore Vanvalin Investment Group
Michigan
$1.77M -$2.37M -24,004 -57%
TA
545
Tectonic Advisors
Texas
$1.77M +$21.1K +213 +1%
LCM
546
Landscape Capital Management
New Jersey
$1.76M +$1.76M +17,846 New
Northern Trust
547
Northern Trust
Illinois
$1.75M -$932K -9,424 -35%
FAG
548
Fortitude Advisory Group
Washington
$1.72M +$212K +2,140 +14%
CWA
549
Clarus Wealth Advisors
Arizona
$1.7M +$1.7M +18,088 New
SPC
550
Sigma Planning Corp
Michigan
$1.69M -$2.3M -23,289 -58%