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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

586 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 219 increasing their positions, 213 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
12.05%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.36%
New
104
Increased
219
Reduced
213
Closed
97
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M

Top Buyers

1
Barclays
Barclays
United Kingdom
$475M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$319M
3
BAM
BTS Asset Management
Massachusetts
$252M
4
Bank of America
Bank of America
North Carolina
$1.4B
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$253M

Top Sellers

1
BA
Bridgewater Associates
Connecticut
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$432M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
4
Charles Schwab
Charles Schwab
California
$0
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
576
Plante Moran Financial Advisors
Michigan
$3K -$195K -1,300 -98%
TI
577
tru Independence
Oregon
$2.18K +$2.18K +13,271 New
WIM
578
Westside Investment Management
California
$2.05K +$55 +333 +3%
SWM
579
Selective Wealth Management
Virginia
$2K +$2K +12 New
AAP
580
Arax Advisory Partners
Colorado
$1K – – –
LGWM
581
Litman Gregory Wealth Management
California
$1K – – –
VCM
582
Versant Capital Management
Arizona
$1K – – –
BWL
583
Bogart Wealth LLC
Virginia
$1K +$1K +8 New
FFC
584
First Financial Corp
Indiana
$1K +$1K +9 New
FCH
585
Freestone Capital Holdings
Washington
$238 +$5 +29 +2%
BA
586
Bridgewater Associates
Connecticut
– -$279M -1,692,081 Closed
Charles Schwab
587
Charles Schwab
California
– -$161M -977,936 Closed
HSBC Holdings
588
HSBC Holdings
United Kingdom
– -$97.6M -586,460 Closed
AWM
589
Affinity Wealth Management
Delaware
– -$52M -309,387 Closed
WI
590
WBI Investments
New Jersey
– -$26.7M -162,074 Closed
FTUS
591
Flow Traders U.S.
New York
– -$23.9M -145,009 Closed
NL
592
NEPC LLC
Massachusetts
– -$10.6M -64,072 Closed
WC
593
Wexford Capital
Florida
– -$8.8M -53,365 Closed
MWM
594
Merriman Wealth Management
Washington
– -$8.03M -48,658 Closed
KPW
595
Kore Private Wealth
New York
– -$7.37M -44,679 Closed
MFM
596
MD Financial Management
Ontario, Canada
– -$5.71M -34,603 Closed
TC
597
Trilogy Capital
California
– -$5.49M -32,732 Closed
GFPC
598
Global Financial Private Capital
Florida
– -$5.21M -31,601 Closed
RIM
599
Rampart Investment Management
Connecticut
– -$4.76M -28,841 Closed
PP
600
Paloma Partners
Connecticut
– -$4.59M -27,848 Closed
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