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iShares 20+ Year Treasury Bond ETF

869 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 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
551
Strategic Wealth Partners
Ohio
$692K +$86.7K +836 +14%
SAMC
552
Spectrum Asset Management (California)
California
$656K +$661K +6,375 New
WAP
553
Wealthcare Advisory Partners
Pennsylvania
$656K -$44.7K -431 -6%
FPGT
554
Financial Partners Group (Tennessee)
Tennessee
$637K +$9.13K +88 +1%
EGA
555
Eagle Global Advisors
Texas
$635K -$18.2K -175 -3%
PI
556
PFG Investments
New York
$627K +$15.9K +153 +3%
PA
557
Procyon Advisors
Connecticut
$626K +$631K +6,084 New
Verition Fund Management
558
Verition Fund Management
Connecticut
$622K -$6.03M -58,163 -91%
SIC
559
Samalin Investment Counsel
New York
$620K -$51K -492 -8%
MC
560
Moors & Cabot
Massachusetts
$620K +$144K +1,385 +30%
EW
561
Evoke Wealth
California
$619K +$519 +5 +0.1%
FA
562
Forefront Analytics
Pennsylvania
$616K -$189K -1,820 -23%
DWT
563
Dorsey & Whitney Trust
South Dakota
$616K +$93.3K +899 +18%
KWM
564
Keebeck Wealth Management
Illinois
$615K -$369K -3,558 -37%
PPP
565
Private Portfolio Partners
New Jersey
$605K +$609K +5,875 New
NRI
566
NFP Retirement Inc
California
$600K +$131K +1,266 +28%
QAM
567
Q3 Asset Management
Michigan
$597K -$11.3K -109 -2%
SW
568
SteelPeak Wealth
California
$592K +$388K +3,743 +186%
BFM
569
Boothbay Fund Management
New York
$588K +$592K +5,710 New
SWMG
570
Signature Wealth Management Group
Georgia
$585K +$75.8K +731 +15%
VWM
571
Venturi Wealth Management
Texas
$582K +$185K +1,784 +46%
SFS
572
Security Financial Services
Indiana
$578K -$293K -2,825 -33%
MAM
573
Meeder Asset Management
Ohio
$575K -$13.7M -132,365 -96%
RSWM
574
Robertson Stephens Wealth Management
California
$572K -$128K -1,237 -18%
YWM
575
Yoder Wealth Management
California
$568K +$84.6K +816 +17%