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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$572M
2
Morgan Stanley
Morgan Stanley
New York
+$530M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$501M
4
Citigroup
Citigroup
New York
+$401M
5
UBS Group
UBS Group
Switzerland
+$388M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$435M
2
SWG
Summit Wealth Group
Vermont
-$214M
3
AWM
AE Wealth Management
Kansas
-$111M
4
PP
Prudential plc
United Kingdom
-$101M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGT
551
Financial Partners Group (Tennessee)
Tennessee
$637K +$9.06K +88 +1%
EGA
552
Eagle Global Advisors
Texas
$635K -$18K -175 -3%
PI
553
PFG Investments
New York
$627K +$15.8K +153 +3%
PA
554
Procyon Advisors
Connecticut
$626K +$626K +6,084 New
Verition Fund Management
555
Verition Fund Management
Connecticut
$622K -$5.99M -58,163 -91%
SIC
556
Samalin Investment Counsel
New York
$620K -$50.7K -492 -8%
MC
557
Moors & Cabot
Massachusetts
$620K +$143K +1,385 +30%
EW
558
Evoke Wealth
California
$619K +$515 +5 +0.1%
FA
559
Forefront Analytics
Pennsylvania
$616K -$187K -1,820 -23%
DWT
560
Dorsey & Whitney Trust
South Dakota
$616K +$92.5K +899 +18%
KWM
561
Keebeck Wealth Management
Illinois
$615K -$366K -3,558 -37%
PPP
562
Private Portfolio Partners
New Jersey
$605K +$605K +5,875 New
NRI
563
NFP Retirement Inc
California
$600K +$130K +1,266 +28%
QAM
564
Q3 Asset Management
Michigan
$597K -$11.2K -109 -2%
SW
565
SteelPeak Wealth
California
$592K +$385K +3,743 +186%
BFM
566
Boothbay Fund Management
New York
$588K +$588K +5,710 New
SWMG
567
Signature Wealth Management Group
Georgia
$585K +$75.2K +731 +15%
VWM
568
Venturi Wealth Management
Texas
$582K +$184K +1,784 +46%
SFS
569
Security Financial Services
Indiana
$578K -$291K -2,825 -33%
MAM
570
Meeder Asset Management
Ohio
$575K -$13.6M -132,365 -96%
RSWM
571
Robertson Stephens Wealth Management
California
$572K -$127K -1,237 -18%
YWM
572
Yoder Wealth Management
California
$568K +$84K +816 +17%
Wealth Enhancement Advisory Services
573
Wealth Enhancement Advisory Services
Minnesota
$553K +$553K +5,369 New
SC
574
Shay Capital
New York
$551K -$5.15K -50 -0.9%
SMC
575
Smith, Moore & Co
Missouri
$551K +$20.6K +200 +4%
21 22
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