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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
576
Optimum Investment Advisors
Illinois
$1.5M +$372K +3,760 +33%
Cerity Partners
577
Cerity Partners
New York
$1.48M +$665K +6,727 +81%
WP
578
WealthPLAN Partners
Nebraska
$1.48M +$739K +7,476 +100%
HH
579
Hilltop Holdings
Texas
$1.47M +$818K +8,272 +125%
CCA
580
Checchi Capital Advisers
California
$1.47M -$3.66M -37,032 -71%
OCPWS
581
One Charles Private Wealth Services
Massachusetts
$1.47M -$341K -3,452 -19%
OWMIAS
582
One Wealth Management Investment & Advisory Services
Florida
$1.46M +$1.46M +14,797 New
BCM
583
Boltwood Capital Management
California
$1.45M -$1.49M -15,020 -51%
CA
584
Cresta Advisors
Texas
$1.44M +$1.44M +14,545 New
RIL
585
Rothschild Investment LLC
Illinois
$1.44M +$1.44M +14,525 New
DA
586
Detalus Advisors
Missouri
$1.43M +$979K +9,905 +216%
AIG
587
American International Group
New York
$1.4M
AF
588
Advisornet Financial
Minnesota
$1.4M +$288K +2,915 +26%
PCS
589
Personal CFO Solutions
New Jersey
$1.4M +$1.4M +14,156 New
FWP
590
Firethorn Wealth Partners
Georgia
$1.4M +$76.5K +774 +6%
RC
591
Rovin Capital
Arizona
$1.39M +$589K +5,958 +74%
Betterment LLC
592
Betterment LLC
New York
$1.38M -$1.85M -18,683 -57%
KWM
593
Keebeck Wealth Management
Illinois
$1.37M +$17.7K +179 +1%
OFG
594
Omega Financial Group
California
$1.36M +$779K +7,876 +133%
JIP
595
Jaffetilchin Investment Partners
Florida
$1.36M +$1.07M +10,863 +373%
KCM
596
Kornitzer Capital Management
Kansas
$1.36M -$6.53K -66 -0.5%
GSIAS
597
Garden State Investment Advisory Services
New Jersey
$1.36M +$440K +4,452 +48%
FW
598
FirstPurpose Wealth
Utah
$1.34M +$1.34M +13,526 New
SSCM
599
Spectrum Strategic Capital Management
Oregon
$1.33M +$1.33M +13,500 New
SEA
600
Stegent Equity Advisors
Texas
$1.31M +$1.31M +13,278 New