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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,092 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.89B
2
Bank of America
Bank of America
North Carolina
+$800M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$385M
4
AAS
Annex Advisory Services
Wisconsin
+$231M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$142M

Top Sellers

1
Jane Street
Jane Street
New York
-$700M
2
GC
GFG Capital
Florida
-$674M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$317M
4
Morgan Stanley
Morgan Stanley
New York
-$293M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGA
626
Hobbs Group Advisors
South Carolina
$1.02M +$1.02M +11,104 New
Bessemer Group
627
Bessemer Group
New Jersey
$1.02M -$22.5K -245 -2%
AFO
628
Arrowroot Family Office
California
$1.01M -$799K -8,701 -44%
SAA
629
Southeast Asset Advisors
Georgia
$1.01M – – –
AWP
630
Accretive Wealth Partners
New Jersey
$1.01M -$50.7K -552 -5%
RWP
631
RWA Wealth Partners
Massachusetts
$1M +$1M +10,944 New
BIA
632
Biondo Investment Advisors
Pennsylvania
$1M +$59.2K +645 +6%
AFG
633
Atomi Financial Group
New York
$1M +$1M +10,901 New
Koshinski Asset Management
634
Koshinski Asset Management
Illinois
$992K +$624K +6,761 +170%
EFM
635
E Fund Management
China
$992K +$992K +10,810 New
EFMH
636
E Fund Management (HK)
Hong Kong
$992K +$992K +10,810 New
CPW
637
Catalyst Private Wealth
California
$991K +$263K +2,869 +36%
DWA
638
Divergent Wealth Advisors
Utah
$987K +$81.4K +887 +9%
LWM
639
Lyell Wealth Management
California
$971K +$971K +10,577 New
Brown Advisory
640
Brown Advisory
Maryland
$969K -$133K -1,454 -12%
VAM
641
Vienna Asset Management
California
$968K -$719K -7,829 -43%
OFA
642
Oak Family Advisors
Illinois
$964K +$642 +7 +0.1%
TWP
643
Tempus Wealth Planning
California
$960K +$232K +2,524 +32%
IA
644
IFG Advisory
Georgia
$946K +$946K +10,310 New
SGI
645
Swan Global Investments
Colorado
$945K – – –
GLA
646
Good Life Advisors
Pennsylvania
$944K -$29.7K -324 -3%
BGAI
647
Bruce G. Allen Investments
Colorado
$943K +$459 +5 +0%
JWCA
648
J.W. Coons Advisors
Ohio
$939K +$18.4K +200 +2%
RSWM
649
Robertson Stephens Wealth Management
California
$939K -$747K -8,136 -44%
EAM
650
Eschler Asset Management
United Kingdom
$930K -$254K -2,765 -21%
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