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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
Wealth Enhancement Advisory Services
576
Wealth Enhancement Advisory Services
Minnesota
$553K +$557K +5,369 New
SC
577
Shay Capital
New York
$551K -$5.19K -50 -0.9%
SMC
578
Smith, Moore & Co
Missouri
$551K +$20.7K +200 +4%
CB
579
Commerce Bank
Missouri
$550K +$554K +5,340 New
RTL
580
Red Tortoise LLC
Georgia
$545K +$4.25K +41 +0.8%
VWA
581
V Wealth Advisors
Kansas
$539K +$56.4K +544 +12%
HFA
582
High Falls Advisors
New York
$539K -$215K -2,068 -28%
TLFA
583
True Link Financial Advisors
California
$536K
CWS
584
Cypress Wealth Services
California
$531K -$48K -463 -8%
MFA
585
Mayflower Financial Advisors
Massachusetts
$527K +$60.2K +580 +13%
VCWA
586
Vanguard Capital Wealth Advisors
Colorado
$524K +$180K +1,737 +52%
OAP
587
One Advisory Partners
Kansas
$521K -$140K -1,346 -21%
SS
588
Simplicity Solutions
Minnesota
$519K -$218K -2,104 -29%
SHIM
589
Stone House Investment Management
Pennsylvania
$517K +$198K +1,904 +61%
DS
590
DRW Securities
Illinois
$515K -$16.3K -157 -3%
RCM
591
Requisite Capital Management
Texas
$515K
SM
592
Southport Management
Wyoming
$515K
IFAM
593
Institutional & Family Asset Management
Colorado
$514K +$518K +4,996 New
Bessemer Group
594
Bessemer Group
New Jersey
$514K
WFA
595
Wade Financial Advisory
California
$512K +$79.7K +768 +18%
BIP
596
Blueprint Investment Partners
North Carolina
$501K -$3.17M -30,535 -86%
MWA
597
Meridian Wealth Advisors
Texas
$497K +$2.7K +26 +0.5%
SGI
598
Swan Global Investments
Colorado
$494K
WAG
599
Wallace Advisory Group
California
$487K
BWP
600
Balboa Wealth Partners
Arizona
$486K +$253K +2,438 +107%