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iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
626
Janiczek Wealth Management
Colorado
$7K +$7.22K +49 New
CP
627
Castleview Partners
Texas
$6.85K +$150M +1,015,101 New
AIM
628
Anchor Investment Management
South Carolina
$6.82K +$6.78K +46 New
BWM
629
Baystate Wealth Management
Massachusetts
$6K -$1.92K -13 -25%
EVM
630
Eaton Vance Management
Massachusetts
$6K
FMII
631
Farmers & Merchants Investments Inc
Nebraska
$6K
GLLW
632
Graves Light Lenhart Wealth
Virginia
$6K
JHCP
633
Jackson Hole Capital Partners
Oklahoma
$6K
WC
634
Wexford Capital
Florida
$5.93K +$5.9M +40,000 New
CAL
635
Capital Analysts LLC
Pennsylvania
$5K
SWM
636
Selective Wealth Management
Virginia
$5K
WB
637
Webster Bank
Connecticut
$5K
CA
638
Clearstead Advisors
Ohio
$5K +$5.31K +36 New
TFP
639
Tilia Fiduciary Partners
North Carolina
$5K +$5.31K +36 New
LWA
640
Lenox Wealth Advisors
New York
$4K -$4.13K -28 -50%
SFA
641
Semmax Financial Advisors
North Carolina
$4K
GWANC
642
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K +$4.42K +30 New
HCP
643
Hexagon Capital Partners
Arkansas
$3K
CWM
644
CarsonAllaria Wealth Management
Illinois
$3K +$3.1K +21 New
LWM
645
Liberty Wealth Management
California
$2.3K -$2.65M -18,010 Closed
WIM
646
Westside Investment Management
California
$2.01K -$207K -1,404 -9%
MS
647
Mizuho Securities
Japan
$2K -$147 -1 -7%
1IA
648
1834 Investment Advisors
Wisconsin
$2K
TCWA
649
Ten Capital Wealth Advisors
Washington
$2K
TFA
650
Toth Financial Advisory
Virginia
$2K +$1.92K +13 New