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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
651
Values First Advisors
Tennessee
$1.03M +$1.03M +10,398 New
AWM
652
Apollon Wealth Management
South Carolina
$1.03M +$739K +7,473 +256%
OFA
653
Oak Family Advisors
Illinois
$1.02M -$692 -7 -0.1%
CWP
654
Cyndeo Wealth Partners
Florida
$1.02M +$767K +7,755 +301%
SGI
655
Swan Global Investments
Colorado
$1.02M +$512K +5,175 +101%
SAM
656
Strategy Asset Managers
California
$1.01M +$745K +7,531 +278%
IWM
657
Iams Wealth Management
Nebraska
$1.01M +$1.01M +10,164 New
GW
658
GW & Wade
Massachusetts
$1M +$3.26K +33 +0.3%
RWIA
659
Roger Wittlin Investment Advisory
California
$995K +$63.3K +640 +7%
JWCA
660
J.W. Coons Advisors
Ohio
$992K +$161K +1,630 +19%
PMAM
661
Picton Mahoney Asset Management
Ontario, Canada
$989K
SC
662
Savoie Capital
Illinois
$989K -$10.8M -109,000 -92%
RW
663
Regimen Wealth
Georgia
$980K +$34.4K +348 +4%
MOS
664
MGO One Seven
Ohio
$978K +$265K +2,685 +37%
CFA
665
Camarda Financial Advisors
Florida
$974K +$974K +9,852 New
DWA
666
Divergent Wealth Advisors
Utah
$972K +$614K +6,208 +171%
OA
667
Oxbow Advisors
Texas
$971K -$222K -2,245 -19%
RWM
668
Ritholtz Wealth Management
New York
$965K -$189K -1,911 -16%
ACA
669
Affinity Capital Advisors
California
$961K -$907K -9,174 -49%
BIA
670
Biondo Investment Advisors
Pennsylvania
$958K +$22.2K +225 +2%
FSA
671
Financial Sense Advisors
California
$949K -$7.81K -79 -0.8%
CWM
672
Centric Wealth Management
Illinois
$946K +$946K +10,049 New
BF
673
BOK Financial
Oklahoma
$942K +$156K +1,577 +20%
GWP
674
Gateway Wealth Partners
Wisconsin
$933K +$142K +1,438 +18%
OWA
675
Opal Wealth Advisors
New York
$927K +$927K +9,370 New