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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
AWP
626
Accretive Wealth Partners
New Jersey
$1.14M +$773K +7,819 +211%
WP
627
WMS Partners
Maryland
$1.14M +$742K +7,500 +188%
JF
628
Joule Financial
Kentucky
$1.14M -$33K -334 -3%
WIA
629
World Investment Advisors
California
$1.13M -$255K -2,574 -18%
IWP
630
Innova Wealth Partners
Pennsylvania
$1.13M +$1.13M +11,447 New
MCM
631
Monument Capital Management
Virginia
$1.12M +$1.12M +11,365 New
LA
632
LexAurum Advisors
Kansas
$1.12M -$43K -435 -4%
NCFG
633
New Century Financial Group
New Jersey
$1.12M +$1.12M +11,322 New
SOS
634
Silver Oak Securities
Tennessee
$1.12M +$958K +9,688 +601%
QWM
635
Quadcap Wealth Management
Texas
$1.12M +$1.12M +11,286 New
William Blair & Company
636
William Blair & Company
Illinois
$1.11M -$430K -4,347 -28%
MAM
637
Milestone Asset Management
Pennsylvania
$1.09M -$453K -4,581 -29%
GLA
638
Good Life Advisors
Pennsylvania
$1.08M -$493K -4,986 -31%
LG
639
Leuthold Group
Minnesota
$1.08M -$1.31M -13,279 -55%
TFF
640
The Family Firm
Maryland
$1.08M +$181K +1,833 +20%
PFA
641
Petra Financial Advisors
Colorado
$1.08M -$226K -2,282 -17%
VFA
642
Voya Financial Advisors
Connecticut
$1.08M -$27.6K -277 -3%
HGA
643
Hobbs Group Advisors
South Carolina
$1.06M +$1.06M +10,712 New
FPCP
644
Fort Point Capital Partners
California
$1.05M +$452K +4,568 +75%
CMI
645
Clare Market Investments
Texas
$1.05M +$1.05M +10,622 New
AIM
646
Astor Investment Management
Illinois
$1.04M -$202K -2,040 -16%
JPLA
647
Joseph P. Lucia & Associates
New York
$1.04M +$1.04M +10,497 New
WWA
648
WCG Wealth Advisors
Nevada
$1.04M +$1.04M +10,495 New
WA
649
WESPAC Advisors
California
$1.04M +$1.04M +10,480 New
CRWM
650
Castle Rock Wealth Management
California
$1.03M +$1.03M +10,723 New