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iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
576
Independent Wealth Network
Iowa
$316K -$12.7K -126 -4%
AWMNH
577
Arcadia Wealth Management (New Hampshire)
New Hampshire
$315K +$318K +3,161 New
WTA
578
Washington Trust Advisors
Massachusetts
$310K -$134K -1,333 -30%
BCV
579
Banque Cantonale Vaudoise
Switzerland
$305K +$42.6K +423 +16%
BWP
580
Balboa Wealth Partners
Arizona
$304K +$56.7K +563 +23%
MC
581
Moors & Cabot
Massachusetts
$302K +$106K +1,053 +53%
DWM
582
Darwin Wealth Management
Florida
$301K -$120K -1,193 -30%
D
583
Dentgroup
Louisiana
$301K -$55.6K -552 -15%
MA
584
MONECO Advisors
Connecticut
$301K -$13.8K -137 -4%
WP
585
WMS Partners
Maryland
$300K +$304K +3,015 New
WHG
586
Westwood Holdings Group
Texas
$299K
JIP
587
Jaffetilchin Investment Partners
Florida
$299K +$1.71K +17 +0.6%
WAM
588
Warberg Asset Management
Illinois
$299K +$302K +3,000 New
EAM
589
Empirical Asset Management
Massachusetts
$299K +$504 +5 +0.2%
WCG
590
Weaver Consulting Group
California
$298K +$103K +1,025 +52%
OFG
591
OmniStar Financial Group
North Carolina
$296K -$26.1K -259 -8%
WA
592
Wealth Alliance
New York
$290K +$294K +2,917 New
TFA
593
Teamwork Financial Advisors
Texas
$284K -$192K -1,902 -40%
PA
594
Parallel Advisors
California
$279K -$61.2K -607 -18%
WAL
595
W Advisors LLC
Tennessee
$275K +$62.2K +617 +29%
WI
596
Wintrust Investments
Illinois
$274K -$17.5K -174 -6%
CM
597
Crystalline Management
Canada
$269K +$272K +2,700 New
CCM
598
Canal Capital Management
Virginia
$269K +$272K +2,700 New
SWM
599
SigFig Wealth Management
California
$266K -$2.42K -24 -0.9%
IAIM
600
International Assets Investment Management
Florida
$266K +$25.2K +250 +10%