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iShares 20+ Year Treasury Bond ETF

869 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 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
MA
626
MCF Advisors
Kentucky
$401K +$404K +3,893 New
TWP
627
Tempus Wealth Planning
California
$397K +$400K +3,852 New
WEG
628
World Equity Group
Illinois
$389K -$1.35M -12,984 -77%
ICM
629
Islay Capital Management
Texas
$387K +$286K +2,754 +275%
PTC
630
Private Trust Company
Ohio
$386K +$347K +3,344 +816%
CM
631
Crystalline Management
Canada
$381K -$31.1K -300 -8%
AWP
632
Accretive Wealth Partners
New Jersey
$381K -$726 -7 -0.2%
RI
633
Rinkey Investments
California
$373K +$376K +3,620 New
NFSG
634
Newbridge Financial Services Group
Florida
$365K -$3.01K -29 -0.8%
SAG
635
SageView Advisory Group
California
$363K +$57.8K +557 +19%
CCFM
636
Clear Creek Financial Management
Washington
$360K -$92.6K -893 -20%
SPWM
637
Straight Path Wealth Management
Michigan
$357K -$62.2K -600 -15%
CFA
638
Capstone Financial Advisors
Illinois
$354K +$356K +3,435 New
GSIAS
639
Garden State Investment Advisory Services
New Jersey
$353K +$126K +1,216 +55%
HA
640
Herold Advisors
New York
$351K
CBFP
641
Cedar Brook Financial Partners
Ohio
$351K -$7.57K -73 -2%
MA
642
MONECO Advisors
Connecticut
$348K +$15K +145 +4%
WCG
643
Weaver Consulting Group
California
$345K +$37.3K +360 +12%
CT
644
Caldwell Trust
Florida
$344K +$346K +3,339 New
D
645
Dentgroup
Louisiana
$342K -$80.6K -777 -19%
RW
646
Rede Wealth
Virginia
$339K -$59.1K -570 -15%
KFG
647
Kingdom Financial Group
Arizona
$338K +$341K +3,287 New
TIA
648
Tiemann Investment Advisors
California
$338K -$4.15K -40 -1%
GKWIM
649
Gerber Kawasaki Wealth & Investment Management
California
$336K +$3.11K +30 +0.9%
BWM
650
Baystate Wealth Management
Massachusetts
$336K +$287K +2,762 +555%