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iShares 20+ Year Treasury Bond ETF

803 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 364 increasing their positions, 208 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+31
Holders Change %
+4.02%
% of All Funds
12.85%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.6%
New
156
Increased
364
Reduced
208
Closed
108
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$744M
Name Holding Trade Value Shares
Change
Shares
Change %
NRI
551
NFP Retirement Inc
California
$486K +$32.4K +305 +7%
MFA
552
Mayflower Financial Advisors
Massachusetts
$483K +$104K +982 +28%
CAIMH
553
Central Asset Investments & Management Holdings
Hong Kong
$479K +$479K +4,500 New
HWM
554
HB Wealth Management
Georgia
$477K -$54.8K -515 -10%
Brown Advisory
555
Brown Advisory
Maryland
$475K +$475K +4,466 New
PA
556
PFG Advisors
Arizona
$474K +$474K +4,452 New
AWM
557
Atticus Wealth Management
Florida
$471K +$421K +3,961 +854%
CCFM
558
Clear Creek Financial Management
Washington
$467K +$66.5K +625 +17%
PFO
559
Pathstone Family Office
New Jersey
$461K +$461K +4,337 New
FEG
560
Fund Evaluation Group
Ohio
$458K -$83.2K -782 -15%
FCA
561
Fortis Capital Advisors
Kansas
$447K +$445K +4,182 +18,183%
WFA
562
Wade Financial Advisory
California
$447K +$447K +4,204 New
PWM
563
Perigon Wealth Management
California
$446K +$446K +4,191 New
T
564
TNF
Montana
$438K -$4.58K -43 -1%
D
565
Dentgroup
Louisiana
$436K +$115K +1,080 +36%
CIA
566
Caerus Investment Advisors
Texas
$436K
MLA
567
My Legacy Advisors
Oregon
$436K +$19.9K +186 +5%
SPWM
568
Straight Path Wealth Management
Michigan
$432K +$6.81K +64 +2%
CM
569
Crystalline Management
Canada
$429K +$139K +1,300 +48%
CAM
570
Cresset Asset Management
Illinois
$428K -$432K -4,065 -50%
NL
571
NKCFO LLC
Illinois
$425K
HFM
572
Harvest Fund Management
China
$422K
KWMG
573
King Wealth Management Group
Florida
$420K +$3.94K +37 +0.9%
WA
574
Wealth Alliance
New York
$415K +$104K +980 +34%
WT
575
Whittier Trust
California
$414K +$10.5K +99 +3%