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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
601
LexAurum Advisors
Kansas
$1.26M +$290K +3,182 +30%
RIL
602
Rothschild Investment LLC
Illinois
$1.25M -$86.3K -947 -6%
DCM
603
Dudley Capital Management
Virginia
$1.25M -$131K -1,434 -10%
NPT
604
National Philanthropic Trust
Pennsylvania
$1.24M -$133K -1,465 -10%
CW
605
Channel Wealth
California
$1.23M -$440K -4,826 -26%
NP
606
NorthRock Partners
Minnesota
$1.23M -$2.83M -31,109 -70%
RWIA
607
Roger Wittlin Investment Advisory
California
$1.23M +$338K +3,714 +39%
DWM
608
Diversify Wealth Management
Utah
$1.22M +$1.13M +12,386 New
BCM
609
BluePointe Capital Management
California
$1.21M +$1.21M +13,235 New
KCM
610
Kornitzer Capital Management
Kansas
$1.21M
SL
611
SWMG LLC
Texas
$1.19M -$57.9K -635 -5%
EIA
612
Eldridge Investment Advisors
New Hampshire
$1.19M +$1.18M +13,000 New
AWM
613
Avior Wealth Management
Nebraska
$1.18M -$309K -3,394 -21%
AFA
614
AllGen Financial Advisors
Florida
$1.18M -$3.56M -39,049 -75%
TAM
615
Titleist Asset Management
Texas
$1.17M +$736K +8,079 +172%
ATPW
616
Ashton Thomas Private Wealth
Arizona
$1.17M +$390K +4,281 +51%
TFF
617
The Family Firm
Maryland
$1.16M +$108K +1,189 +10%
TW
618
TritonPoint Wealth
Maryland
$1.13M +$260K +2,853 +30%
WWM
619
Western Wealth Management
Colorado
$1.13M -$43.5K -477 -4%
RWM
620
Ritholtz Wealth Management
New York
$1.12M -$222K -2,433 -17%
VFA
621
Values First Advisors
Tennessee
$1.12M +$48.3K +530 +5%
ACA
622
Affinity Capital Advisors
California
$1.1M -$94.9K -1,041 -8%
CMTU
623
Capital Markets Trading (UK)
United Kingdom
$1.1M +$1.09M +11,955 New
FWP
624
Firethorn Wealth Partners
Georgia
$1.1M -$118K -1,298 -10%
DCM
625
Disciplina Capital Management
Tennessee
$1.09M -$55M -603,207 -99%