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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
HAS
626
HBW Advisory Services
California
$220K +$90.8K +901 +69%
FWM
627
Focused Wealth Management
New York
$219K -$80.6K -800 -27%
GWM
628
Geneos Wealth Management
Colorado
$219K +$8.66K +86 +4%
ACA
629
Aptus Capital Advisors
Alabama
$216K -$124K -1,229 -36%
SFC
630
SYM Financial Corp
Indiana
$214K -$8.16K -81 -4%
DWM
631
Drive Wealth Management
Utah
$214K +$216K +2,145 New
DWA
632
Divergent Wealth Advisors
Utah
$211K +$214K +2,121 New
JSL
633
JT Stratford LLC
Georgia
$207K -$15.5K -154 -7%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$205K -$357K -3,546 -63%
LG
635
Lane Generational
Massachusetts
$204K +$206K +2,045 New
BJL
636
Brighton Jones LLC
Washington
$203K -$28.5K -283 -12%
ANB
637
Amarillo National Bank
Texas
$203K -$10.2K -101 -5%
FCM
638
Firestone Capital Management
Florida
$202K +$205K +2,030 New
SFS
639
Starfox Financial Services
Texas
$201K -$7.91M -78,536 -97%
FDCDDQ
640
Federation des caisses Desjardins du Quebec
Quebec, Canada
$197K -$42.3M -419,797 -100%
AWM
641
Avior Wealth Management
Nebraska
$194K -$60.1K -596 -23%
HWMA
642
Heritage Wealth Management (Arizona)
Arizona
$176K +$85.1K +845 +91%
RFS
643
Retirement Financial Solutions
Tennessee
$175K +$177K +1,761 New
FGAM
644
Financial Gravity Asset Management
Texas
$174K -$175K -1,736 -95%
Toronto Dominion Bank
645
Toronto Dominion Bank
Ontario, Canada
$167K +$63.7K +632 +61%
BTI
646
Blue Trust Inc
Georgia
$149K -$94.4K -937 -39%
AP
647
Advisors Preferred
Maryland
$142K
SWM
648
Sugarloaf Wealth Management
Georgia
$140K +$23.1K +229 +19%
TFS
649
TrustCore Financial Services
Tennessee
$135K +$10.1K +100 +8%
TIM
650
Tortoise Investment Management
New York
$134K +$133K +1,320 +5,077%