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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,092 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.89B
2
Bank of America
Bank of America
North Carolina
+$800M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$385M
4
AAS
Annex Advisory Services
Wisconsin
+$231M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$142M

Top Sellers

1
Jane Street
Jane Street
New York
-$700M
2
GC
GFG Capital
Florida
-$674M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$317M
4
Morgan Stanley
Morgan Stanley
New York
-$293M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
651
Strategy Asset Managers
California
$922K +$92K +894 +11%
BF
652
BOK Financial
Oklahoma
$922K +$47.8K +521 +5%
FPCP
653
Fort Point Capital Partners
California
$919K -$33.8K -368 -4%
PMAM
654
Picton Mahoney Asset Management
Ontario, Canada
$918K – – –
SC
655
Savoie Capital
Illinois
$918K -$18.4K -200 -2%
PCMU
656
Paragon Capital Management (Utah)
Utah
$912K +$83.4K +909 +10%
MOS
657
MGO One Seven
Ohio
$903K +$328K +3,577 +57%
MYIA
658
Mount Yale Investment Advisors
Colorado
$903K +$45.1K +491 +5%
VWWMG
659
Vermillion & White Wealth Management Group
Pennsylvania
$901K +$6.79K +74 +0.8%
IWP
660
Innova Wealth Partners
Pennsylvania
$893K +$893K +9,734 New
CC
661
Copperleaf Capital
North Carolina
$891K -$62.5K -681 -7%
AWP
662
Avid Wealth Partners
Texas
$883K -$300K -3,274 -25%
TPWA
663
Twin Peaks Wealth Advisors
California
$883K +$139K +1,510 +19%
APWA
664
Atlas Private Wealth Advisors
New Jersey
$878K +$878K +9,565 New
PFA
665
Petra Financial Advisors
Colorado
$864K – – –
CPRC
666
Consolidated Portfolio Review Corp
New York
$863K +$315K +3,433 +58%
RW
667
Regimen Wealth
Georgia
$858K -$53.8K -586 -6%
CS
668
Capital Square
Tennessee
$856K +$22.2K +240 +3%
PI
669
PFG Investments
New York
$843K -$1.03M -11,178 -55%
AWM
670
Alterna Wealth Management
Texas
$836K +$266K +2,897 +47%
GWP
671
Gateway Wealth Partners
Wisconsin
$832K +$57.4K +625 +7%
MC
672
Moors & Cabot
Massachusetts
$827K +$123K +1,341 +17%
LAM
673
LifePro Asset Management
California
$826K -$448K -4,878 -35%
CWM
674
Centric Wealth Management
Illinois
$825K +$825K +8,869 New
AF
675
Allworth Financial
California
$820K -$15.6M -167,859 -95%
25 26
27
28 29