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iShares 20+ Year Treasury Bond ETF

869 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 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
ALS
651
Andrew L. Share
$334K +$336K +3,241 New
LA
652
LexAurum Advisors
Kansas
$332K +$334K +3,221 New
BCV
653
Banque Cantonale Vaudoise
Switzerland
$331K +$45.6K +440 +16%
CJFS
654
Coulter & Justus Financial Services
Tennessee
$329K +$104K +1,000 +45%
APW
655
Aurora Private Wealth
New Jersey
$329K +$332K +3,197 New
EWM
656
EPG Wealth Management
Georgia
$324K -$70.2K -677 -18%
CSC
657
Caldwell Sutter Capital
California
$324K +$194K +1,872 +147%
SBH
658
Segall Bryant & Hamill
Illinois
$319K -$10.4K -100 -3%
WT
659
Whittier Trust
California
$317K -$84.2K -812 -21%
EAM
660
Evanson Asset Management
California
$313K +$316K +3,043 New
IWN
661
Independent Wealth Network
Iowa
$313K -$4.56K -44 -1%
JIP
662
Jaffetilchin Investment Partners
Florida
$312K +$1.66K +16 +0.5%
EAM
663
Empirical Asset Management
Massachusetts
$312K +$2.18K +21 +0.7%
LA
664
Lane & Associates
New Jersey
$311K +$96.1K +926 +44%
GCA
665
Genesee Capital Advisors
New York
$309K +$105K +1,013 +51%
WP
666
WMS Partners
Maryland
$309K -$1.56K -15 -0.5%
MCI
667
MRP Capital Investments
Georgia
$309K +$311K +3,000 New
MMPW
668
Mitchell McLeod Pugh & Williams
Alabama
$309K +$85.4K +823 +38%
AR
669
Apeiron RIA
Texas
$300K -$2.08K -20 -0.7%
B
670
Bellecapital
Switzerland
$299K +$301K +2,904 New
DWA
671
Divergent Wealth Advisors
Utah
$291K +$15.2K +147 +5%
SL
672
SWMG LLC
Texas
$290K +$293K +2,820 New
HWM
673
HB Wealth Management
Georgia
$289K -$173K -1,672 -37%
VHAM
674
Van Hulzen Asset Management
California
$283K -$22.1K -213 -7%
HW
675
Hamilton Wealth
California
$280K -$239K -2,300 -46%