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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

620 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 273 increasing their positions, 192 reducing their positions, and 57 closing their positions.

Holders
620
Holders Change
+34
Holders Change %
+5.8%
% of All Funds
12.55%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.56%
New
97
Increased
273
Reduced
192
Closed
57
Calls
$4.06B
Puts
$7.54B
Net Calls
-$3.48B
Net Calls Change
-$3.38B

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.33B
2
UBS Group
2
UBS Group
Switzerland
$934M
3
Barclays
3
Barclays
United Kingdom
$807M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$483M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$542M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.38B
2
BAM
2
BTS Asset Management
Massachusetts
$0
3
BlackRock
3
BlackRock
New York
$383M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$169M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$85.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
651
Transamerica Financial Advisors
Florida
– – -3,092 Closed
CWA
652
Clarus Wealth Advisors
Arizona
– – -3,084 Closed
NR
653
Newfound Research
Massachusetts
– – -2,970 Closed
CL
654
CPWM LLC
Washington
– – -2,711 Closed
V
655
VeraBank
Texas
– – -2,358 Closed
CPO
656
Cerity Partners OCIO
New York
– – -2,188 Closed
1SB
657
1ST Source Bank
Indiana
– – -2,022 Closed
VWA
658
Visionary Wealth Advisors
Illinois
– – -1,691 Closed
BEI
659
Benjamin Edwards Inc
Missouri
– – -1,558 Closed
KM
660
Kalos Management
Georgia
– – -1,451 Closed
Tudor Investment Corp
661
Tudor Investment Corp
Connecticut
– – -1,378 Closed
PWM
662
Perigon Wealth Management
California
– – -1,323 Closed
PI
663
PEAK6 Investments
Illinois
– – -1,225 Closed
PA
664
Procyon Advisors
Connecticut
– – -650 Closed
PIMG
665
Patriot Investment Management Group
Tennessee
– – -366 Closed
FWP
666
FAS Wealth Partners
Kansas
– – -336 Closed
GFPC
667
Global Financial Private Client
Florida
– – -285 Closed
SCA
668
Stonebridge Capital Advisors
Minnesota
– – -163 Closed
CWM
669
Campbell Wealth Management
Virginia
– – -121 Closed
SQA
670
Simon Quick Advisors
New Jersey
– – -108 Closed
CI
671
CX Institutional
Indiana
– – -88 Closed
SFA
672
Stewardship Financial Advisors
Georgia
– – -72 Closed
HFA
673
HC Financial Advisors
California
– – -38 Closed
PG
674
Proffitt & Goodson
Tennessee
– – -29 Closed
OC
675
Oakworth Capital
Alabama
– – -26 Closed
25 26
27
28 29