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iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
DU
601
Delphia (USA)
Ontario, Canada
$263K +$1.11K +11 +0.4%
SCM
602
Shelton Capital Management
Colorado
$262K +$1.81K +18 +0.7%
CAM
603
CPA Asset Management
Florida
$260K +$263K +2,609 New
HI
604
Horizon Investments
North Carolina
$259K +$263K +2,610 New
NWMG
605
National Wealth Management Group
Ohio
$257K -$32.6K -324 -11%
SS
606
Simplicity Solutions
Minnesota
$254K -$3.43K -34 -1%
MSL
607
Mackay Shields LLC
New York
$252K +$255K +2,535 New
ACM
608
Advance Capital Management
Michigan
$250K +$253K +2,511 New
PCM
609
Prelude Capital Management
New York
$246K -$102K -1,016 -29%
JPLA
610
Joseph P. Lucia & Associates
New York
$239K -$7.56K -75 -3%
BMCM
611
Bryn Mawr Capital Management
Pennsylvania
$237K +$240K +2,380 New
GLA
612
Good Life Advisors
Pennsylvania
$234K
BS
613
Boenning & Scattergood
Pennsylvania
$233K +$178K +1,763 New
AIM
614
Alhambra Investment Management
Florida
$232K -$48K -476 -17%
First Manhattan
615
First Manhattan
New York
$231K
BPC
616
Banque Pictet & Cie
Switzerland
$230K +$233K +2,314 New
SIS
617
Strategic Investment Solutions
Illinois
$228K +$212K +2,103 New
WC
618
Whitney & Co
New York
$227K -$217K -2,150 -48%
WDC
619
Woodward Diversified Capital
California
$227K -$262K -2,604 -53%
CFB
620
Cullen/Frost Bankers
Texas
$226K -$3.33K -33 -1%
SFSG
621
Sound Financial Strategies Group
Mississippi
$226K +$229K +2,271 New
WAM
622
Walker Asset Management
Missouri
$225K
AWA
623
Arkadios Wealth Advisors
Georgia
$222K +$19.1K +190 +9%
IAG
624
Ipsen Advisor Group
Arkansas
$222K +$225K +2,234 New
ETC
625
Exchange Traded Concepts
Oklahoma
$221K +$204K +2,028 +1,084%