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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.7B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.45B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$720M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$714M
5
AssetMark Inc
AssetMark Inc
California
+$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$744M
3
Morgan Stanley
Morgan Stanley
New York
-$425M
4
Jane Street
Jane Street
New York
-$315M
5
AAS
Annex Advisory Services
Wisconsin
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legacy Financial Group (Iowa)
526
Legacy Financial Group (Iowa)
Iowa
$2.43M -$753K -7,680 -24%
DWA
527
Delos Wealth Advisors
Texas
$2.43M +$271K +2,760 +13%
VWA
528
Visionary Wealth Advisors
Illinois
$2.43M +$819K +8,349 +51%
TA
529
TFB Advisors
Kansas
$2.42M +$2.42M +24,708 New
GWA
530
GGM Wealth Advisors
Maryland
$2.41M +$128K +1,304 +6%
CA
531
CWC Advisors
Oregon
$2.4M +$2.4M +24,473 New
WWM
532
Western Wealth Management
Colorado
$2.4M +$1.19M +12,168 +99%
MFG
533
Marmo Financial Group
Tennessee
$2.4M -$337K -3,435 -12%
FIB
534
First Interstate Bank
Montana
$2.36M -$204K -2,077 -8%
SFS
535
Security Financial Services
Indiana
$2.36M -$29.8K -304 -1%
JPLA
536
Joseph P. Lucia & Associates
New York
$2.35M +$369K +3,763 +19%
SHWM
537
Smith & Howard Wealth Management
Georgia
$2.34M – – –
ATPW
538
Ashton Thomas Private Wealth
Arizona
$2.33M +$1.08M +11,006 +86%
VCM
539
Virtue Capital Management
Tennessee
$2.3M -$296K -3,022 -11%
VWM
540
Vigilare Wealth Management
Arizona
$2.29M -$628K -6,403 -21%
CWS
541
Cypress Wealth Services
California
$2.29M -$300K -3,058 -12%
ACM
542
Alethea Capital Management
Washington
$2.27M – – –
KeyBank National Association
543
KeyBank National Association
Ohio
$2.27M -$3.41M -34,749 -60%
KP
544
Keel Point
Alabama
$2.27M -$29.7K -303 -1%
PCA
545
Providence Capital Advisors
North Carolina
$2.25M +$32.1K +327 +1%
Cerity Partners
546
Cerity Partners
New York
$2.23M +$445K +4,534 +25%
MFA
547
Mayflower Financial Advisors
Massachusetts
$2.21M -$380K -3,870 -15%
TSS
548
Two Sigma Securities
New York
$2.21M -$3.94M -40,175 -64%
HW
549
Hancock Whitney
Mississippi
$2.19M +$1.8M +18,353 +461%
SW
550
Simplicity Wealth
New Jersey
$2.18M -$1.03M -10,494 -32%
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