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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFS
626
WealthGarden F.S.
California
$1.22M -$287K -3,290 -19%
ACA
627
Affinity Capital Advisors
California
$1.21M +$202K +2,347 +20%
SPAS
628
Spectrum Planning & Advisory Services
California
$1.2M -$223K -2,557 -16%
TF
629
Theory Financial
Colorado
$1.2M +$155K +1,773 +15%
CWP
630
Cyndeo Wealth Partners
Florida
$1.2M -$75.6K -866 -6%
RWRC
631
R.W. Roge & Company
New York
$1.18M +$1.18M +13,503 New
SL
632
Sentinus LLC
Illinois
$1.18M +$529K +6,061 +82%
VWWMG
633
Vermillion & White Wealth Management Group
Pennsylvania
$1.16M +$233K +2,666 +25%
FA
634
Fedenia Advisers
Wisconsin
$1.15M +$1.15M +13,168 New
CGF
635
Constant Guidance Financial
Massachusetts
$1.13M +$1.13M +12,935 New
CWM
636
Centurion Wealth Management
Virginia
$1.13M -$370K -4,238 -25%
MWM
637
Maripau Wealth Management
Indiana
$1.12M -$1.22M -14,018 -52%
SS
638
Sunbelt Securities
Texas
$1.1M -$4.1M -46,743 -79%
Brown Advisory
639
Brown Advisory
Maryland
$1.09M +$84.7K +970 +8%
LA
640
Lane & Associates
New Jersey
$1.08M -$138K -1,576 -11%
ECM
641
ExodusPoint Capital Management
New York
$1.08M +$1.08M +12,332 New
EC
642
Estate Counselors
Wisconsin
$1.06M -$12.7M -145,164 -92%
RTC
643
Real Talk Capital
Tennessee
$1.06M +$1.06M +12,113 New
SWM
644
SFG Wealth Management
Maryland
$1.05M +$1.05M +11,972 New
KWA
645
Kingswood Wealth Advisors
California
$1.04M -$2.16M -24,749 -67%
MWM
646
MFG Wealth Management
Indiana
$1.03M +$1.03M +11,820 New
CL
647
Choreo LLC
Illinois
$1.03M +$326K +3,720 +47%
AAA
648
American Alpha Advisors
New York
$1.02M +$1.02M +11,718 New
NL
649
NWAM LLC
Washington
$1.02M +$109K +1,252 +12%
CB
650
Commerce Bank
Missouri
$1.02M +$159K +1,822 +19%
24 25
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