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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPW
576
Catalyst Private Wealth
California
$1.6M +$775K +8,871 +94%
MCM
577
MAI Capital Management
Ohio
$1.59M +$1.59M +18,248 New
RAM
578
Readystate Asset Management
Illinois
$1.55M +$1.55M +17,700 New
LSPW
579
Lake Street Private Wealth
Illinois
$1.53M -$268K -3,072 -15%
SRWM
580
Shira Ridge Wealth Management
California
$1.53M +$27.6K +316 +2%
WAM
581
Wakefield Asset Management
Colorado
$1.52M -$5.41K -62 -0.4%
EWA
582
Etesian Wealth Advisors
Oregon
$1.5M +$122K +1,394 +9%
BCM
583
Boltwood Capital Management
California
$1.5M +$139K +1,595 +10%
TA
584
Tectonic Advisors
Texas
$1.49M -$37.9K -434 -2%
EWM
585
Executive Wealth Management
Michigan
$1.48M -$167K -1,914 -10%
MW
586
Maia Wealth
Colorado
$1.47M -$212K -2,399 -13%
SSCM
587
Spectrum Strategic Capital Management
Oregon
$1.47M +$81.2K +930 +6%
BOSSRA
588
B.O.S.S. Retirement Advisors
Utah
$1.46M +$1.46M +16,740 New
MAM
589
MMA Asset Management
Pennsylvania
$1.45M -$256K -2,937 -15%
SWTS
590
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.45M +$1.45M +16,593 New
IMC
591
Investment Management Corporation
Virginia
$1.44M +$1.44M +16,527 New
IHL
592
Investment House LLC
California
$1.44M +$1.44M +16,512 New
DA
593
Detalus Advisors
Missouri
$1.44M +$189K +2,160 +15%
C1AG
594
Client 1st Advisory Group
Florida
$1.44M +$232K +2,656 +19%
CA
595
Claro Advisors
Massachusetts
$1.43M +$13K +149 +0.9%
OIA
596
Optimum Investment Advisors
Illinois
$1.41M – – –
MLA
597
My Legacy Advisors
Oregon
$1.4M +$149K +1,718 +12%
OP
598
ORG Partners
Indiana
$1.38M +$1.06M +12,128 +326%
CWM
599
Certus Wealth Management
California
$1.38M +$121K +1,359 +10%
LCM
600
Leisure Capital Management
California
$1.37M -$295K -3,377 -18%
22 23
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