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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
576
Watershed Private Wealth
Illinois
$2M -$17.4K -180 -0.9%
WW
577
Westshore Wealth
California
$2M -$258K -2,676 -12%
RC
578
Rovin Capital
Arizona
$1.97M +$1.94M +20,103 New
WIA
579
World Investment Advisors
California
$1.97M +$579K +6,009 +43%
SG
580
Sourcerock Group
Colorado
$1.95M -$2.62M -27,151 -58%
AFG
581
ABLE Financial Group
Arizona
$1.92M -$1.22M -12,699 -39%
LSIA
582
LaSalle St. Investment Advisors
Illinois
$1.91M +$1.87M +19,420 New
FPW
583
Flagship Private Wealth
Massachusetts
$1.9M +$1.87M +19,365 New
OFG
584
Omega Financial Group
California
$1.88M +$241K +2,502 +15%
KWS
585
Keystone Wealth Services
California
$1.88M -$8.68K -90 -0.5%
LCM
586
Leisure Capital Management
California
$1.87M -$3.69M -38,224 -67%
GFP
587
Gryphon Financial Partners
Ohio
$1.87M -$7.71K -80 -0.4%
MAM
588
MMA Asset Management
Pennsylvania
$1.86M +$86.6K +898 +5%
FAM
589
Frontier Asset Management
Wyoming
$1.85M -$29.6K -307 -2%
EWM
590
Executive Wealth Management
Michigan
$1.85M +$1.82M +18,822 New
EAM
591
Everstar Asset Management
North Carolina
$1.83M +$1.8M +18,646 New
SAS
592
Sage Advisory Services
Texas
$1.83M
WA
593
WESPAC Advisors
California
$1.8M +$983K +10,197 +125%
CAL
594
Capital Analysts LLC
Pennsylvania
$1.8M +$343K +3,558 +24%
ML
595
McAdam LLC
Pennsylvania
$1.8M -$96.7K -1,003 -5%
DADC
596
D.A. Davidson & Co
Montana
$1.79M +$20.2K +209 +1%
HI
597
Harper Investing
California
$1.78M +$279K +2,889 +19%
RF
598
Robbins Farley
New Hampshire
$1.78M +$82.2K +852 +5%
CKAIS
599
Christensen King & Associates Investment Services
Washington
$1.78M +$45K +467 +3%
PWG
600
Portside Wealth Group
Utah
$1.77M +$1.74M +18,059 New