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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
MW
601
Maia Wealth
Colorado
$1.77M -$201K -2,082 -10%
MIS
602
Morningstar Investment Services
Illinois
$1.75M +$13.2K +137 +0.8%
FHC
603
First Heartland Consultants
Missouri
$1.73M -$3.95M -40,966 -70%
TA
604
Tectonic Advisors
Texas
$1.71M -$9.16K -95 -0.5%
WAM
605
Wakefield Asset Management
Colorado
$1.71M +$6.94K +72 +0.4%
WFS
606
WealthGarden F.S.
California
$1.69M +$314K +3,253 +23%
CWM
607
Centurion Wealth Management
Virginia
$1.68M +$1.65M +17,154 New
SRWM
608
Shira Ridge Wealth Management
California
$1.68M +$1.38M +14,267 +495%
NRI
609
NFP Retirement Inc
California
$1.68M +$2.89K +30 +0.2%
KWM
610
Koa Wealth Management
California
$1.66M -$35.4K -367 -2%
WIM
611
Westside Investment Management
California
$1.66M +$3.18K +33 +0.2%
MTC
612
Matrix Trust Company
Colorado
$1.66M +$1.63M +16,886 New
UAG
613
United Advisor Group
Ohio
$1.65M +$1.22M +12,661 +306%
Koshinski Asset Management
614
Koshinski Asset Management
Illinois
$1.63M +$562K +5,833 +54%
MOS
615
MGO One Seven
Ohio
$1.62M +$642K +6,655 +68%
LTL
616
Lowery Thomas LLC
California
$1.6M +$1.58M +16,335 New
FSA
617
Financial Services Advisory
Maryland
$1.6M +$1.57M +16,320 New
SPAS
618
Spectrum Planning & Advisory Services
California
$1.6M -$508K -5,272 -24%
KWM
619
Keebeck Wealth Management
Illinois
$1.6M -$95.6K -991 -6%
MTIM
620
Marathon Trading Investment Management
Pennsylvania
$1.59M -$3.29M -34,079 -68%
CA
621
Claro Advisors
Massachusetts
$1.59M -$218K -2,256 -12%
OIA
622
Optimum Investment Advisors
Illinois
$1.58M +$96.4K +1,000 +7%
GWMR
623
GC Wealth Management RIA
Massachusetts
$1.57M +$1.54M +15,991 New
BCG
624
BayBridge Capital Group
California
$1.57M +$23.5K +244 +2%
WFC
625
Western Financial Corp
California
$1.57M +$1.31M +13,630 +586%