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iShares 20+ Year Treasury Bond ETF

775 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 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% 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
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
651
WR Wealth Planners
Missouri
$129K +$37.3K +370 +40%
RP
652
Rice Partnership
Hawaii
$127K +$73.3K +727 +133%
AF
653
Allworth Financial
California
$123K -$30.3K -301 -20%
GI
654
Gradient Investments
Minnesota
$117K -$9.57K -95 -7%
FCAM
655
First Citizens Asset Management
North Carolina
$113K +$115K +1,137 New
UB
656
UMB Bank
Missouri
$112K
GWS
657
Glassman Wealth Services
Virginia
$99.7K -$92.2K -915 -48%
CWC
658
Carolinas Wealth Consulting
North Carolina
$99.4K +$85.4K +848 +565%
CA
659
Clearstead Advisors
Ohio
$95K +$95.3K +946 +11,825%
PGAM
660
Princeton Global Asset Management
New Jersey
$90K
CPG
661
Cornerstone Planning Group
New Jersey
$88.7K +$82.8K +822 New
CT
662
Colonial Trust
South Carolina
$87.3K -$157K -1,554 -64%
CT
663
Cambridge Trust
Massachusetts
$87K
PPC
664
Park Place Capital
Alabama
$82K +$82.8K +822 New
RFA
665
Resurgent Financial Advisors
Georgia
$80.8K +$81.8K +812 New
AWM
666
Avondale Wealth Management
Texas
$74.7K -$3.91M -38,849 -98%
NG
667
NWK Group
California
$73.4K +$7.46K +74 +11%
WAM
668
Worth Asset Management
Texas
$69.7K +$70.5K +700 New
FA
669
Fiduciary Alliance
South Carolina
$67.2K +$68K +675 New
AWM
670
Aspire Wealth Management
Massachusetts
$64.4K +$605 +6 +0.9%
GIA
671
Goodwin Investment Advisory
Georgia
$63K -$2.42M -24,024 -97%
IGWM
672
ICA Group Wealth Management
Colorado
$63K +$63.8K +633 New
APC
673
Aspire Private Capital
North Carolina
$62.6K +$22.4K +222 +55%
WOSD
674
WFA of San Diego
California
$59.7K +$60.5K +600 New
CTA
675
Colonial Trust Advisors
South Carolina
$58.4K