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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
626
Alterna Wealth Management
Texas
$595K +$595K +6,708 New
CAL
627
Capital Analysts LLC
Pennsylvania
$591K +$585K +6,588 +9,150%
HH
628
Hilltop Holdings
Texas
$586K -$5.06M -57,002 -90%
OAM
629
Occidental Asset Management
California
$575K -$465K -5,238 -45%
EGA
630
Eagle Global Advisors
Texas
$574K +$27.5K +310 +5%
BFEC
631
Benjamin F. Edwards & Company
Missouri
$573K +$414K +4,669 +261%
WHCI
632
W.H. Cornerstone Investments
Massachusetts
$571K +$571K +6,438 New
CPRC
633
Consolidated Portfolio Review Corp
New York
$566K -$186K -2,099 -25%
SC
634
Shay Capital
New York
$563K +$88.7K +1,000 +19%
C1AG
635
Client 1st Advisory Group
Florida
$555K +$555K +6,262 New
D
636
Dentgroup
Louisiana
$553K +$258K +2,905 +87%
WA
637
WBH Advisory
Maryland
$550K -$62.5K -705 -10%
PWM
638
Pacific Wealth Management
California
$549K -$4.46M -50,276 -89%
LPT
639
Legacy Private Trust
Wisconsin
$547K -$201K -2,268 -27%
TF
640
Theory Financial
Colorado
$543K +$543K +6,117 New
LNC
641
Lincoln National Corp
Pennsylvania
$541K -$10.9M -122,673 -95%
CWA
642
Clearview Wealth Advisors
Oregon
$540K -$1.44M -16,281 -73%
TA
643
TrueWealth Advisors
Alabama
$540K -$2.83M -31,944 -84%
FPCP
644
Fort Point Capital Partners
California
$538K -$1.42M -16,004 -73%
WAP
645
Wealthcare Advisory Partners
Pennsylvania
$537K -$28.3K -319 -5%
FA
646
Forefront Analytics
Pennsylvania
$535K +$3.99K +45 +0.8%
WWP
647
WR Wealth Planners
Missouri
$530K +$414K +4,670 +356%
IA
648
IFG Advisory
Georgia
$530K +$530K +5,973 New
MIS
649
Morningstar Investment Services
Illinois
$529K +$529K +5,970 New
OFG
650
Omega Financial Group
California
$526K +$526K +5,925 New