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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$572M
2
Morgan Stanley
Morgan Stanley
New York
+$530M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$501M
4
Citigroup
Citigroup
New York
+$401M
5
UBS Group
UBS Group
Switzerland
+$388M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$435M
2
SWG
Summit Wealth Group
Vermont
-$214M
3
AWM
AE Wealth Management
Kansas
-$111M
4
PP
Prudential plc
United Kingdom
-$101M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
651
Aurora Private Wealth
New Jersey
$329K +$329K +3,197 New
EWM
652
EPG Wealth Management
Georgia
$324K -$69.7K -677 -18%
CSC
653
Caldwell Sutter Capital
California
$324K +$193K +1,872 +147%
SBH
654
Segall Bryant & Hamill
Illinois
$319K -$10.3K -100 -3%
WT
655
Whittier Trust
California
$317K -$83.6K -812 -21%
EAM
656
Evanson Asset Management
California
$313K +$313K +3,043 New
IWN
657
Independent Wealth Network
Iowa
$313K -$4.53K -44 -1%
JIP
658
Jaffetilchin Investment Partners
Florida
$312K +$1.65K +16 +0.5%
EAM
659
Empirical Asset Management
Massachusetts
$312K +$2.16K +21 +0.7%
LA
660
Lane & Associates
New Jersey
$311K +$95.3K +926 +44%
GCA
661
Genesee Capital Advisors
New York
$309K +$104K +1,013 +51%
WP
662
WMS Partners
Maryland
$309K -$1.54K -15 -0.5%
MCI
663
MRP Capital Investments
Georgia
$309K +$309K +3,000 New
MMPW
664
Mitchell McLeod Pugh & Williams
Alabama
$309K +$84.7K +823 +38%
AR
665
Apeiron RIA
Texas
$300K -$2.06K -20 -0.7%
B
666
Bellecapital
Switzerland
$299K +$299K +2,904 New
DWA
667
Divergent Wealth Advisors
Utah
$291K +$15.1K +147 +5%
SL
668
SWMG LLC
Texas
$290K +$290K +2,820 New
HWM
669
HB Wealth Management
Georgia
$289K -$172K -1,672 -37%
VHAM
670
Van Hulzen Asset Management
California
$283K -$21.9K -213 -7%
HW
671
Hamilton Wealth
California
$280K -$237K -2,300 -46%
OCM
672
Objective Capital Management
Ohio
$278K +$278K +2,700 New
DU
673
Delphia (USA)
Ontario, Canada
$278K +$1.65K +16 +0.6%
JSL
674
JT Stratford LLC
Georgia
$277K – – –
WAM
675
Worth Asset Management
Texas
$274K -$77.8K -756 -22%
25 26
27
28 29