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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.7B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.45B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$720M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$714M
5
AssetMark Inc
AssetMark Inc
California
+$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$744M
3
Morgan Stanley
Morgan Stanley
New York
-$425M
4
Jane Street
Jane Street
New York
-$315M
5
AAS
Annex Advisory Services
Wisconsin
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
651
Accretive Wealth Partners
New Jersey
$1.37M +$297K +3,032 +28%
LA
652
Lane & Associates
New Jersey
$1.37M -$373K -3,807 -21%
C1AG
653
Client 1st Advisory Group
Florida
$1.36M +$251K +2,561 +23%
TFF
654
The Family Firm
Maryland
$1.33M +$97.9K +998 +8%
William Blair & Company
655
William Blair & Company
Illinois
$1.33M +$187K +1,903 +16%
VFA
656
Voya Financial Advisors
Connecticut
$1.29M +$170K +1,724 +15%
GSIAS
657
Garden State Investment Advisory Services
New Jersey
$1.28M -$140K -1,420 -10%
GHAM
658
Gilman Hill Asset Management
Connecticut
$1.26M +$812K +8,275 +180%
ACM
659
Ashford Capital Management
Delaware
$1.24M -$878K -8,949 -42%
VBFP
660
Valtinson Bruner Financial Planning
Minnesota
$1.23M -$264K -2,690 -18%
HT
661
HAP Trading
New York
$1.22M +$1.22M +12,478 New
VFA
662
Values First Advisors
Tennessee
$1.21M +$18.2K +186 +2%
DCM
663
Dudley Capital Management
Virginia
$1.21M -$121K -1,230 -9%
TAM
664
Titleist Asset Management
Texas
$1.2M -$49.1K -500 -4%
TWP
665
Triad Wealth Partners
Kansas
$1.2M +$1.19M +12,168 +12,168%
RWIA
666
Roger Wittlin Investment Advisory
California
$1.2M -$111K -1,136 -9%
BS
667
Banco Santander
Spain
$1.17M -$15M -152,782 -93%
AF
668
Advisornet Financial
Minnesota
$1.17M -$193K -1,968 -14%
VAM
669
Vienna Asset Management
California
$1.17M +$137K +1,397 +13%
VC
670
Vicus Capital
Pennsylvania
$1.16M -$1.27M -12,996 -52%
AFA
671
AllGen Financial Advisors
Florida
$1.15M -$110K -1,125 -9%
ACA
672
Affinity Capital Advisors
California
$1.15M -$26.6K -271 -2%
EGA
673
E&G Advisors
Texas
$1.14M – – –
BCM
674
BluePointe Capital Management
California
$1.14M -$161K -1,643 -12%
CSPIA
675
Cary Street Partners Investment Advisory
Virginia
$1.13M +$393K +4,007 +53%
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