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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

772 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 305 increasing their positions, 233 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+41
Holders Change %
+5.61%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.36%
New
179
Increased
305
Reduced
233
Closed
120
Calls
$8.62B
Puts
$4.86B
Net Calls
+$3.76B
Net Calls Change
-$683M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.82B
2
Morgan Stanley
Morgan Stanley
New York
$2.87B
3
UBS Group
UBS Group
Switzerland
$532M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$528M
5
Goldman Sachs
Goldman Sachs
New York
$392M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$29.5M
2
Jane Street
Jane Street
New York
$13M
3
Citadel Advisors
Citadel Advisors
Florida
$181M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
651
Rice Partnership
Hawaii
$127K +$72.4K +727 +133%
AF
652
Allworth Financial
California
$123K -$30K -301 -20%
GI
653
Gradient Investments
Minnesota
$117K -$9.46K -95 -7%
UB
654
UMB Bank
Missouri
$112K – – –
GWS
655
Glassman Wealth Services
Virginia
$99.7K -$91.1K -915 -48%
CWC
656
Carolinas Wealth Consulting
North Carolina
$99.4K +$84.4K +848 +565%
CA
657
Clearstead Advisors
Ohio
$95K +$94.2K +946 +11,825%
PGAM
658
Princeton Global Asset Management
New Jersey
$90K – – –
CPG
659
Cornerstone Planning Group
New Jersey
$88.7K +$88.7K +822 New
CT
660
Colonial Trust
South Carolina
$87.3K -$155K -1,554 -64%
CT
661
Cambridge Trust
Massachusetts
$87K – – –
PPC
662
Park Place Capital
Alabama
$82K +$82K +822 New
RFA
663
Resurgent Financial Advisors
Georgia
$80.8K +$80.8K +812 New
AWM
664
Avondale Wealth Management
Texas
$74.7K -$3.87M -38,849 -98%
NG
665
NWK Group
California
$73.4K +$7.37K +74 +11%
WAM
666
Worth Asset Management
Texas
$69.7K +$69.7K +700 New
FA
667
Fiduciary Alliance
South Carolina
$67.2K +$67.2K +675 New
AWM
668
Aspire Wealth Management
Massachusetts
$64.4K +$597 +6 +0.9%
GIA
669
Goodwin Investment Advisory
Georgia
$63K -$2.39M -24,024 -97%
IGWM
670
ICA Group Wealth Management
Colorado
$63K +$63K +633 New
APC
671
Aspire Private Capital
North Carolina
$62.6K +$22.1K +222 +55%
WOSD
672
WFA of San Diego
California
$59.7K +$59.7K +600 New
CTA
673
Colonial Trust Advisors
South Carolina
$58.4K – – –
GJIA
674
Glass Jacobson Investment Advisors
Maryland
$55.7K +$55.7K +560 New
SSB
675
Sandy Spring Bank
Maryland
$54.2K -$39.8K -400 -42%
25 26
27
28 29