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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$572M
2
Morgan Stanley
Morgan Stanley
New York
+$530M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$501M
4
Citigroup
Citigroup
New York
+$401M
5
UBS Group
UBS Group
Switzerland
+$388M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$435M
2
SWG
Summit Wealth Group
Vermont
-$214M
3
AWM
AE Wealth Management
Kansas
-$111M
4
PP
Prudential plc
United Kingdom
-$101M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
626
Islay Capital Management
Texas
$387K +$284K +2,754 +275%
PTC
627
Private Trust Company
Ohio
$386K +$344K +3,344 +816%
CM
628
Crystalline Management
Canada
$381K -$30.9K -300 -8%
AWP
629
Accretive Wealth Partners
New Jersey
$381K -$721 -7 -0.2%
RI
630
Rinkey Investments
California
$373K +$373K +3,620 New
NFSG
631
Newbridge Financial Services Group
Florida
$365K -$2.99K -29 -0.8%
SAG
632
SageView Advisory Group
California
$363K +$57.3K +557 +19%
CCFM
633
Clear Creek Financial Management
Washington
$360K -$91.9K -893 -20%
SPWM
634
Straight Path Wealth Management
Michigan
$357K -$61.8K -600 -15%
CFA
635
Capstone Financial Advisors
Illinois
$354K +$354K +3,435 New
GSIAS
636
Garden State Investment Advisory Services
New Jersey
$353K +$125K +1,216 +55%
HA
637
Herold Advisors
New York
$351K – – –
CBFP
638
Cedar Brook Financial Partners
Ohio
$351K -$7.52K -73 -2%
MA
639
MONECO Advisors
Connecticut
$348K +$14.9K +145 +4%
WCG
640
Weaver Consulting Group
California
$345K +$37.1K +360 +12%
D
641
Dentgroup
Louisiana
$342K -$80K -777 -19%
RW
642
Rede Wealth
Virginia
$339K -$58.7K -570 -15%
KFG
643
Kingdom Financial Group
Arizona
$338K +$338K +3,287 New
TIA
644
Tiemann Investment Advisors
California
$338K -$4.12K -40 -1%
GKWIM
645
Gerber Kawasaki Wealth & Investment Management
California
$336K +$3.09K +30 +0.9%
BWM
646
Baystate Wealth Management
Massachusetts
$336K +$284K +2,762 +555%
ALS
647
Andrew L. Share
$334K +$334K +3,241 New
LA
648
LexAurum Advisors
Kansas
$332K +$332K +3,221 New
BCV
649
Banque Cantonale Vaudoise
Switzerland
$331K +$45.3K +440 +16%
CJFS
650
Coulter & Justus Financial Services
Tennessee
$329K +$103K +1,000 +45%
24 25
26
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