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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 %
CB
576
Commerce Bank
Missouri
$550K +$550K +5,340 New
RTL
577
Red Tortoise LLC
Georgia
$545K +$4.22K +41 +0.8%
VWA
578
V Wealth Advisors
Kansas
$539K +$56K +544 +12%
HFA
579
High Falls Advisors
New York
$539K -$213K -2,068 -28%
TLFA
580
True Link Financial Advisors
California
$536K – – –
CWS
581
Cypress Wealth Services
California
$531K -$46.9K -463 -8%
MFA
582
Mayflower Financial Advisors
Massachusetts
$527K +$59.7K +580 +13%
VCWA
583
Vanguard Capital Wealth Advisors
Colorado
$524K +$179K +1,737 +52%
OAP
584
One Advisory Partners
Kansas
$521K -$139K -1,346 -21%
SS
585
Simplicity Solutions
Minnesota
$519K -$217K -2,104 -29%
SHIM
586
Stone House Investment Management
Pennsylvania
$517K +$196K +1,904 +61%
DS
587
DRW Securities
Illinois
$515K -$16.2K -157 -3%
RCM
588
Requisite Capital Management
Texas
$515K – – –
SM
589
Southport Management
Wyoming
$515K – – –
IFAM
590
Institutional & Family Asset Management
Colorado
$514K +$514K +4,996 New
Bessemer Group
591
Bessemer Group
New Jersey
$514K – – –
WFA
592
Wade Financial Advisory
California
$512K +$79.1K +768 +18%
BIP
593
Blueprint Investment Partners
North Carolina
$501K -$3.14M -30,535 -86%
MWA
594
Meridian Wealth Advisors
Texas
$497K +$2.68K +26 +0.5%
SGI
595
Swan Global Investments
Colorado
$494K – – –
WAG
596
Wallace Advisory Group
California
$487K – – –
BWP
597
Balboa Wealth Partners
Arizona
$486K +$251K +2,438 +107%
LMKC
598
L.M. Kohn & Company
Ohio
$479K -$191K -1,854 -28%
CC
599
Callan Capital
California
$477K -$100K -974 -17%
PCIA
600
Prime Capital Investment Advisors
Kansas
$465K +$465K +4,521 New
22 23
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