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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
IHL
576
Investment House LLC
California
$1.4M +$1.39M +15,276 New
VBFP
577
Valtinson Bruner Financial Planning
Minnesota
$1.4M +$1.39M +15,256 New
OIA
578
Optimum Investment Advisors
Illinois
$1.39M -$27.3K -300 -2%
SPW
579
Surience Private Wealth
Washington
$1.39M +$1.38M +15,097 New
DA
580
Detalus Advisors
Missouri
$1.38M -$285K -3,123 -17%
GIM
581
Goelzer Investment Management
Indiana
$1.38M +$13.8K +152 +1%
WP
582
WealthPLAN Partners
Nebraska
$1.36M +$25.6K +281 +2%
CAL
583
Capital Analysts LLC
Pennsylvania
$1.36M +$814K +8,936 +152%
P
584
&Partners
Tennessee
$1.35M +$155K +1,703 +13%
CHAM
585
Clear Harbor Asset Management
Connecticut
$1.34M +$1.33M +14,645 New
SAM
586
SignalPoint Asset Management
Missouri
$1.34M -$45.1K -495 -3%
PVM
587
Palogic Value Management
Texas
$1.33M +$1.32M +14,500 New
BA
588
Ballew Advisors
Mississippi
$1.33M -$137K -1,499 -9%
GSIAS
589
Garden State Investment Advisory Services
New Jersey
$1.33M -$85.1K -934 -6%
RS
590
Rakuten Securities
Japan
$1.32M +$134K +1,472 +11%
PCM
591
Prelude Capital Management
New York
$1.31M -$382K -4,188 -23%
CF
592
Corebridge Financial
Texas
$1.3M +$1.29M +14,200 New
WIA
593
World Investment Advisors
California
$1.29M +$975K +10,700 +322%
WFS
594
WealthGarden F.S.
California
$1.28M +$1.27M +13,959 New
AF
595
Advisornet Financial
Minnesota
$1.28M -$63.1K -693 -5%
CWM
596
Certus Wealth Management
California
$1.27M -$111K -1,217 -8%
SMG
597
Smart Money Group
Texas
$1.27M +$1.22M +13,394 New
TF
598
Theory Financial
Colorado
$1.27M +$645K +7,077 +105%
XT
599
XTX Topco
Cayman Islands
$1.27M +$1.26M +13,802 New
GFPC
600
Global Financial Private Client
Florida
$1.26M +$353K +3,873 +39%