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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.7B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.45B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$720M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$714M
5
AssetMark Inc
AssetMark Inc
California
+$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$744M
3
Morgan Stanley
Morgan Stanley
New York
-$425M
4
Jane Street
Jane Street
New York
-$315M
5
AAS
Annex Advisory Services
Wisconsin
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSIA
576
LaSalle St. Investment Advisors
Illinois
$1.91M +$1.91M +19,420 New
FPW
577
Flagship Private Wealth
Massachusetts
$1.9M +$1.9M +19,365 New
OFG
578
Omega Financial Group
California
$1.88M +$245K +2,502 +15%
KWS
579
Keystone Wealth Services
California
$1.88M -$8.83K -90 -0.5%
LCM
580
Leisure Capital Management
California
$1.87M -$3.75M -38,224 -67%
GFP
581
Gryphon Financial Partners
Ohio
$1.87M -$7.85K -80 -0.4%
MAM
582
MMA Asset Management
Pennsylvania
$1.86M +$85.3K +898 +5%
FAM
583
Frontier Asset Management
Wyoming
$1.85M -$30.1K -307 -2%
EWM
584
Executive Wealth Management
Michigan
$1.85M +$1.85M +18,822 New
EAM
585
Everstar Asset Management
North Carolina
$1.83M +$1.83M +18,646 New
SAS
586
Sage Advisory Services
Texas
$1.83M – – –
WA
587
WESPAC Advisors
California
$1.8M +$1M +10,197 +125%
CAL
588
Capital Analysts LLC
Pennsylvania
$1.8M +$349K +3,558 +24%
ML
589
McAdam LLC
Pennsylvania
$1.8M -$98.4K -1,003 -5%
DADC
590
D.A. Davidson & Co
Montana
$1.79M +$20.5K +209 +1%
HI
591
Harper Investing
California
$1.78M +$283K +2,889 +19%
RF
592
Robbins Farley
New Hampshire
$1.78M +$83.6K +852 +5%
CKAIS
593
Christensen King & Associates Investment Services
Washington
$1.78M +$45.8K +467 +3%
PWG
594
Portside Wealth Group
Utah
$1.77M +$1.77M +18,059 New
MW
595
Maia Wealth
Colorado
$1.77M -$193K -2,082 -10%
MIS
596
Morningstar Investment Services
Illinois
$1.75M +$13.5K +137 +0.8%
FHC
597
First Heartland Consultants
Missouri
$1.73M -$4.02M -40,966 -70%
TA
598
Tectonic Advisors
Texas
$1.71M -$9.32K -95 -0.5%
WAM
599
Wakefield Asset Management
Colorado
$1.71M +$7.06K +72 +0.4%
WFS
600
WealthGarden F.S.
California
$1.69M +$319K +3,253 +23%
22 23
24
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