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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
GSIAS
576
Garden State Investment Advisory Services
New Jersey
$821K +$517K +5,827 +170%
TFF
577
The Family Firm
Maryland
$806K -$1.51K -17 -0.2%
SAMC
578
Spectrum Asset Management (California)
California
$796K +$231K +2,600 +41%
RPCA
579
Running Point Capital Advisors
California
$793K -$12.5K -141 -2%
RFP
580
RCS Financial Planning
Maryland
$782K +$782K +8,817 New
WAL
581
W Advisors LLC
Tennessee
$776K +$569K +6,420 +275%
SF
582
Slagle Financial
Illinois
$758K +$17.3K +195 +2%
PCMU
583
Paragon Capital Management (Utah)
Utah
$756K +$73.8K +832 +11%
TIM
584
Tortoise Investment Management
New York
$755K +$635K +7,162 +532%
BMCM
585
Black Maple Capital Management
Wisconsin
$754K +$754K +8,500 New
Capstone Investment Advisors
586
Capstone Investment Advisors
New York
$753K -$1.91M -21,513 -72%
SC
587
Solstein Capital
California
$747K
JWCA
588
J.W. Coons Advisors
Ohio
$746K +$101K +1,135 +16%
BG
589
Benedetti & Gucer
Georgia
$745K +$745K +8,395 New
Mercer Global Advisors
590
Mercer Global Advisors
Colorado
$740K -$2.31M -25,987 -76%
SVWAG
591
Sound View Wealth Advisors Group
Georgia
$735K +$3.1K +35 +0.4%
FGAM
592
Financial Gravity Asset Management
Texas
$735K +$665K +36,523 +955%
Cerity Partners
593
Cerity Partners
New York
$734K -$434K -4,895 -37%
RBA
594
Richard Bernstein Advisors
New York
$734K -$18.3K -206 -2%
BFIC
595
Bedell Frazier Investment Counselling
California
$732K -$803K -9,052 -52%
WFA
596
WMG Financial Advisors
Tennessee
$732K +$732K +8,249 New
EAM
597
Evanson Asset Management
California
$727K +$457K +5,156 +169%
RC
598
Rovin Capital
Arizona
$714K -$2.2M -24,838 -76%
WEG
599
World Equity Group
Illinois
$712K +$377K +4,247 +112%
RFC
600
Regions Financial Corp
Alabama
$709K -$52.2K -588 -7%