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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
RS
526
Rakuten Securities
Japan
$2.49M +$1.06M +10,985 +76%
OSAM
527
O'Shaughnessy Asset Management
Connecticut
$2.48M +$121K +1,251 +5%
BWM
528
Brown Wealth Management
Illinois
$2.46M +$117K +1,215 +5%
OCM
529
Ogborne Capital Management
California
$2.45M
EFI
530
EHP Funds Inc
Canada
$2.45M +$2.41M +25,000 New
State of New Jersey Common Pension Fund D
531
State of New Jersey Common Pension Fund D
New Jersey
$2.45M +$2.41M +25,000 New
Legacy Financial Group (Iowa)
532
Legacy Financial Group (Iowa)
Iowa
$2.43M -$741K -7,680 -24%
DWA
533
Delos Wealth Advisors
Texas
$2.43M +$266K +2,760 +13%
VWA
534
Visionary Wealth Advisors
Illinois
$2.43M +$805K +8,349 +51%
TA
535
TFB Advisors
Kansas
$2.42M +$2.38M +24,708 New
GWA
536
GGM Wealth Advisors
Maryland
$2.41M +$126K +1,304 +6%
CA
537
CWC Advisors
Oregon
$2.4M +$2.36M +24,473 New
WWM
538
Western Wealth Management
Colorado
$2.4M +$1.17M +12,168 +99%
MFG
539
Marmo Financial Group
Tennessee
$2.4M -$331K -3,435 -12%
FIB
540
First Interstate Bank
Montana
$2.36M -$200K -2,077 -8%
SFS
541
Security Financial Services
Indiana
$2.36M -$29.3K -304 -1%
JPLA
542
Joseph P. Lucia & Associates
New York
$2.35M +$363K +3,763 +19%
SHWM
543
Smith & Howard Wealth Management
Georgia
$2.34M
ATPW
544
Ashton Thomas Private Wealth
Arizona
$2.33M +$1.06M +11,006 +86%
VCM
545
Virtue Capital Management
Tennessee
$2.3M -$291K -3,022 -11%
VWM
546
Vigilare Wealth Management
Arizona
$2.29M -$617K -6,403 -21%
CWS
547
Cypress Wealth Services
California
$2.29M -$295K -3,058 -12%
ACM
548
Alethea Capital Management
Washington
$2.27M
KeyBank National Association
549
KeyBank National Association
Ohio
$2.27M -$3.35M -34,749 -60%
KP
550
Keel Point
Alabama
$2.27M -$29.2K -303 -1%