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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
651
KM Capital Management
Texas
$1.41M -$1.11M -11,470 -44%
HCM
652
Hollencrest Capital Management
California
$1.4M -$134K -1,386 -9%
CF
653
Corebridge Financial
Texas
$1.39M
CWM
654
Certus Wealth Management
California
$1.39M +$26.1K +271 +2%
BA
655
Ballew Advisors
Mississippi
$1.39M +$34.5K +358 +3%
HNW
656
High Note Wealth
Minnesota
$1.37M +$1.05M +10,837 +344%
AWP
657
Accretive Wealth Partners
New Jersey
$1.37M +$292K +3,032 +28%
LA
658
Lane & Associates
New Jersey
$1.37M -$367K -3,807 -21%
C1AG
659
Client 1st Advisory Group
Florida
$1.36M +$247K +2,561 +23%
TFF
660
The Family Firm
Maryland
$1.33M +$96.2K +998 +8%
William Blair & Company
661
William Blair & Company
Illinois
$1.33M +$184K +1,903 +16%
VFA
662
Voya Financial Advisors
Connecticut
$1.29M +$166K +1,724 +15%
GSIAS
663
Garden State Investment Advisory Services
New Jersey
$1.28M -$137K -1,420 -10%
NPT
664
National Philanthropic Trust
Pennsylvania
$1.27M -$60.2K -624 -5%
GHAM
665
Gilman Hill Asset Management
Connecticut
$1.26M +$798K +8,275 +180%
ACM
666
Ashford Capital Management
Delaware
$1.24M -$863K -8,949 -42%
VBFP
667
Valtinson Bruner Financial Planning
Minnesota
$1.23M -$259K -2,690 -18%
HT
668
HAP Trading
New York
$1.22M +$1.2M +12,478 New
VFA
669
Values First Advisors
Tennessee
$1.21M +$17.9K +186 +2%
DCM
670
Dudley Capital Management
Virginia
$1.21M -$119K -1,230 -9%
TAM
671
Titleist Asset Management
Texas
$1.2M -$48.2K -500 -4%
TWP
672
Triad Wealth Partners
Kansas
$1.2M +$1.17M +12,168 +12,168%
RWIA
673
Roger Wittlin Investment Advisory
California
$1.2M -$110K -1,136 -9%
BS
674
Banco Santander
Spain
$1.17M -$14.7M -152,782 -93%
AF
675
Advisornet Financial
Minnesota
$1.17M -$190K -1,968 -14%