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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
GWP
601
Gateway Wealth Partners
Wisconsin
$709K +$709K +7,995 New
FDCDDQ
602
Federation des caisses Desjardins du Quebec
Quebec, Canada
$702K +$608K +6,860 +653%
W
603
WPWealth
Texas
$695K +$695K +7,834 New
MWM
604
Moulton Wealth Management
Washington
$687K -$274K -3,126 -29%
AWA
605
Authentikos Wealth Advisory
California
$683K -$35.7K -402 -5%
CFA
606
Capstone Financial Advisors
Illinois
$680K +$375K +4,228 +123%
BA
607
Bridge Advisory
California
$678K +$477K +5,383 +238%
GHAM
608
Gilman Hill Asset Management
Connecticut
$676K +$443K +5,000 +190%
SWM
609
SeaCrest Wealth Management
New York
$670K -$543K -6,117 -45%
IPW
610
Invictus Private Wealth
Colorado
$667K +$273K +3,081 +69%
BF
611
BOK Financial
Oklahoma
$664K +$10.4K +124 +2%
WP
612
WealthPLAN Partners
Nebraska
$661K +$656K +7,401 +13,216%
BFP
613
Briaud Financial Planning
Texas
$660K -$212K -2,390 -24%
PFGIA
614
Patriot Financial Group Insurance Agency
Massachusetts
$659K +$659K +7,426 New
PPP
615
Private Portfolio Partners
New Jersey
$659K +$137K +1,550 +26%
Lido Advisors
616
Lido Advisors
California
$653K +$20K +225 +3%
PCIA
617
Prime Capital Investment Advisors
Kansas
$651K +$250K +2,820 +62%
SS
618
Simplicity Solutions
Minnesota
$651K +$204K +2,296 +46%
CWM
619
Cedar Wealth Management
California
$641K
MOS
620
MGO One Seven
Ohio
$639K -$166K -1,873 -21%
NAM
621
Nationwide Asset Management
Ohio
$637K
SAA
622
Southeast Asset Advisors
Georgia
$634K
SFG
623
StrategIQ Financial Group
Indiana
$624K +$238K +2,685 +62%
HIM
624
Hanlon Investment Management
New Jersey
$621K -$5.87M -66,140 -90%
MAM
625
MMA Asset Management
Pennsylvania
$612K -$1.51K -17 -0.2%