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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVM
526
True Vision MN
Minnesota
$2M +$177K +2,027 +10%
FAM
527
Formidable Asset Management
Ohio
$2M -$395K -4,912 -16%
KP
528
Keel Point
Alabama
$1.99M -$27.1K -310 -1%
CWS
529
Cypress Wealth Services
California
$1.99M -$47.7K -546 -2%
CFG
530
Carr Financial Group
Massachusetts
$1.98M -$276K -3,156 -12%
ML
531
McAdam LLC
Pennsylvania
$1.97M +$375K +4,296 +23%
KCM
532
KM Capital Management
Texas
$1.97M +$715K +8,183 +57%
DWM
533
DKM Wealth Management
California
$1.97M +$1.97M +22,509 New
WAM
534
Worth Asset Management
Texas
$1.96M -$7.2M -82,465 -79%
SF
535
SWP Financial
California
$1.95M +$1.95M +22,300 New
CGPCS
536
Capital Group Private Client Services
California
$1.94M +$27.1K +310 +1%
IP
537
Isomer Partners
New York
$1.93M +$1.93M +22,000 New
MWM
538
Maridea Wealth Management
New York
$1.92M +$1.92M +21,997 New
PIA
539
Panoramic Investment Advisors
Colorado
$1.92M -$656K -7,515 -25%
MAM
540
Milestone Asset Management
Pennsylvania
$1.92M +$1.71M +19,588 +834%
Zurich Cantonal Bank
541
Zurich Cantonal Bank
Switzerland
$1.91M +$1.15M +13,050 +150%
ACP
542
Aveo Capital Partners
Colorado
$1.9M -$2M -22,911 -51%
APWM
543
Anchor Pointe Wealth Management
Missouri
$1.88M +$1.88M +21,388 New
HPM
544
Hoxton Planning & Management
West Virginia
$1.86M +$45.8K +524 +3%
OSAM
545
O'Shaughnessy Asset Management
Connecticut
$1.83M -$476K -5,453 -21%
IIM
546
Illumine Investment Management
Washington
$1.83M +$1.83M +20,941 New
JPLA
547
Joseph P. Lucia & Associates
New York
$1.82M -$274K -3,140 -13%
LPAM
548
Lodestar Private Asset Management
California
$1.8M -$1.75M -20,027 -49%
PP
549
Pacifica Partners
Canada
$1.8M -$32.2K -368 -2%
UAG
550
United Advisor Group
Ohio
$1.8M +$330K +3,781 +23%
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