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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
CA
651
Claro Advisors
Massachusetts
$934K +$934K +9,871 New
WAP
652
Wealthcare Advisory Partners
Pennsylvania
$934K +$138K +1,459 +17%
DWA
653
Divergent Wealth Advisors
Utah
$933K +$3.31K +35 +0.4%
SFP
654
Shepherd Financial Partners
Massachusetts
$924K -$512K -5,408 -36%
VWWMG
655
Vermillion & White Wealth Management Group
Pennsylvania
$922K +$273K +2,887 +42%
FTS
656
Fifth Third Securities
Ohio
$918K +$39.1K +413 +4%
NFSG
657
Newbridge Financial Services Group
Florida
$915K +$200K +2,117 +28%
GFPC
658
Global Financial Private Client
Florida
$915K +$184K +1,989 +25%
RWIA
659
Roger Wittlin Investment Advisory
California
$912K -$39.5K -417 -4%
MS
660
Maven Securities
Jersey
$906K -$4.27M -45,167 -83%
LA
661
Lifeworks Advisors
Michigan
$902K +$372K +3,928 +70%
PFA
662
Petra Financial Advisors
Colorado
$891K -$141K -1,489 -14%
MYIA
663
Mount Yale Investment Advisors
Colorado
$884K -$221K -2,334 -20%
BF
664
BOK Financial
Oklahoma
$881K
C1AG
665
Client 1st Advisory Group
Florida
$868K +$285K +3,012 +49%
WAL
666
W Advisors LLC
Tennessee
$863K -$22.5K -238 -3%
DWA
667
Dorsey Wright & Associates
California
$863K -$1.11M -11,752 -56%
PCMU
668
Paragon Capital Management (Utah)
Utah
$855K -$23.4K -247 -3%
AI
669
AXS Investments
New York
$852K +$170K +1,800 +25%
CS
670
Capital Square
Tennessee
$851K +$851K +8,998 New
MWM
671
Moulton Wealth Management
Washington
$834K -$4.37M -46,207 -84%
FAG
672
Fortitude Advisory Group
Washington
$826K -$817K -8,632 -50%
ATPW
673
Ashton Thomas Private Wealth
Arizona
$800K +$145K +1,530 +22%
GWP
674
Gateway Wealth Partners
Wisconsin
$798K -$94.3K -997 -11%
AWM
675
Aprio Wealth Management
Georgia
$796K