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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.7B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.45B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$720M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$714M
5
AssetMark Inc
AssetMark Inc
California
+$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$744M
3
Morgan Stanley
Morgan Stanley
New York
-$425M
4
Jane Street
Jane Street
New York
-$315M
5
AAS
Annex Advisory Services
Wisconsin
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
626
Bank Julius Baer & Co
Switzerland
$1.53M -$1.2M -10,354 -44%
VF
627
VitalStone Financial
Texas
$1.52M +$653K +6,660 +75%
KV
628
Kickstand Ventures
New York
$1.52M -$183K -1,861 -11%
CC
629
Commons Capital
Massachusetts
$1.51M – – –
N
630
Natixis
France
$1.51M -$306K -3,117 -17%
GIM
631
Goelzer Investment Management
Indiana
$1.49M +$14K +143 +1%
APWA
632
Atlas Private Wealth Advisors
New Jersey
$1.48M +$538K +5,486 +57%
AA
633
Argent Advisors
Louisiana
$1.47M +$1.47M +15,000 New
TWM
634
Tradition Wealth Management
Minnesota
$1.47M -$379K -3,860 -20%
TIA
635
Traphagen Investment Advisors
New Jersey
$1.47M -$342K -3,486 -19%
GFPC
636
Global Financial Private Client
Florida
$1.45M +$96.3K +982 +7%
LMKC
637
L.M. Kohn & Company
Ohio
$1.44M +$1.04M +10,604 +258%
KCM
638
Kornitzer Capital Management
Kansas
$1.44M +$148K +1,511 +11%
SAM
639
SignalPoint Asset Management
Missouri
$1.44M +$2.37K +24 +0.2%
LA
640
Lifeworks Advisors
Michigan
$1.43M +$745K +7,595 +108%
CWP
641
Cyndeo Wealth Partners
Florida
$1.43M -$161K -1,643 -10%
MLA
642
My Legacy Advisors
Oregon
$1.42M -$1.12M -11,368 -44%
AP
643
Americana Partners
Texas
$1.41M -$427K -4,357 -23%
DA
644
Detalus Advisors
Missouri
$1.41M -$71.1K -725 -5%
KCM
645
KM Capital Management
Texas
$1.41M -$1.13M -11,470 -44%
HCM
646
Hollencrest Capital Management
California
$1.4M -$136K -1,386 -9%
CF
647
Corebridge Financial
Texas
$1.39M – – –
CWM
648
Certus Wealth Management
California
$1.39M +$26.6K +271 +2%
BA
649
Ballew Advisors
Mississippi
$1.39M +$33.8K +358 +3%
HNW
650
High Note Wealth
Minnesota
$1.37M +$1.06M +10,837 +344%
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