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iShares 20+ Year Treasury Bond ETF

697 hedge funds and large institutions have $14.9B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 240 increasing their positions, 230 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 107

35% more call options, than puts

Call options by funds: $7.27B | Put options by funds: $5.4B

16% more funds holding in top 10

Funds holding in top 10: 6879 (+11)

6% more funds holding

Funds holding: 659697 (+38)

4% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 230

8.24% less ownership

Funds ownership: 83.06%74.82% (-8.2%)

9% less capital invested

Capital invested by funds: $16.3B → $14.9B (-$1.39B)

Holders
697
Holders Change
+38
Holders Change %
+5.77%
% of All Funds
11.74%
Holding in Top 10
79
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.18%
% of All Funds
1.33%
New
156
Increased
240
Reduced
230
Closed
107
Calls
$7.27B
Puts
$5.4B
Net Calls
+$1.87B
Net Calls Change
+$1.6B
Name Holding Trade Value Shares
Change
Change in
Stake
SC
551
Shay Capital
New York
$217K -$1.01M -8,612 -82%
SAMC
552
Spectrum Asset Management (California)
California
$215K
SFA
553
Sequoia Financial Advisors
Ohio
$214K -$46.3K -393 -17%
ACM
554
AlphaStar Capital Management
North Carolina
$214K +$219K +1,861 New
AWA
555
Arete Wealth Advisors
Illinois
$211K -$248K -2,108 -54%
EC
556
EdgeRock Capital
Colorado
$211K +$217K +1,839 New
FIA
557
FNY Investment Advisers
New York
$209K +$215K +1,822 New
AIC
558
Archer Investment Corporation
Indiana
$204K
4WM
559
4J Wealth Management
Virginia
$201K -$57.7K -490 -22%
BS
560
Boenning & Scattergood
Pennsylvania
$201K -$1.88K -16 -0.9%
IBOK
561
Independence Bank of Kentucky
Kentucky
$200K
AF
562
Allworth Financial
California
$197K -$4.59K -39 -2%
BTI
563
Blue Trust Inc
Georgia
$194K +$173K +1,465 New
ETC
564
Exchange Traded Concepts
Oklahoma
$174K +$178K +1,511 New
CFD
565
Creative Financial Designs
Indiana
$172K +$127K +1,082 +259%
AP
566
Advisors Preferred
Maryland
$172K +$1.8M +15,300 +3,060%
RIM
567
Rockbridge Investment Management
New York
$159K
JPLA
568
Joseph P. Lucia & Associates
New York
$155K -$27.7K -235 -15%
EDRH
569
Edmond de Rothschild Holding
Switzerland
$147K
HNWAG
570
High Net Worth Advisory Group
Florida
$146K +$58.9K +500 +65%
TFS
571
TrustCore Financial Services
Tennessee
$145K +$23.6K +200 +19%
AWM
572
Aspire Wealth Management
Massachusetts
$145K +$104K +883 +230%
LFG
573
Larson Financial Group
Missouri
$139K -$81.7K -694 -36%
UB
574
UMB Bank
Missouri
$134K +$5.42K +46 +4%
GI
575
Gradient Investments
Minnesota
$129K +$106K +902 +406%