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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
651
Biondo Investment Advisors
Pennsylvania
$1.01M +$43.2K +495 +4%
CSP
652
Cary Street Partners
Virginia
$1.01M +$1.01M +11,538 New
HCC
653
Hirtle Callaghan & Co
Pennsylvania
$1M – – –
SAS
654
Sage Advisory Services
Texas
$1M -$736K -8,424 -42%
IWA
655
IBEX Wealth Advisors
New Jersey
$990K +$990K +11,331 New
AWE
656
Avidian Wealth Enterprises
Texas
$978K +$117K +1,343 +14%
SAA
657
Southeast Asset Advisors
Georgia
$969K +$10.4K +119 +1%
CIR
658
Clear Investment Research
Georgia
$962K +$91.6K +1,049 +11%
SGI
659
Swan Global Investments
Colorado
$961K +$61.6K +705 +7%
OPOWM
660
One Plus One Wealth Management
Florida
$958K +$958K +10,968 New
NFP
661
Narus Financial Partners
Utah
$956K +$551K +6,306 +136%
MS
662
Maven Securities
Jersey
$955K +$955K +10,933 New
KG
663
Kilter Group
New York
$951K +$951K +10,895 New
PCMU
664
Paragon Capital Management (Utah)
Utah
$949K -$26.5K -303 -3%
SWM
665
SpringVest Wealth Management
Texas
$942K +$942K +10,787 New
TW
666
TritonPoint Wealth
Maryland
$941K -$57.2K -655 -6%
LAM
667
Lewis Asset Management
California
$936K +$207K +2,365 +28%
LTL
668
Lowery Thomas LLC
California
$935K -$492K -5,632 -34%
EWA
669
EP Wealth Advisors
California
$934K -$42.8K -490 -4%
GLA
670
Good Life Advisors
Pennsylvania
$932K -$1.7M -19,502 -65%
SAM
671
SignalPoint Asset Management
Missouri
$930K -$342K -3,918 -27%
HL
672
HeadInvest LLC
Maine
$926K +$28.8K +330 +3%
WIA
673
World Investment Advisors
California
$925K -$825K -9,443 -47%
EGA
674
E&G Advisors
Texas
$910K -$110K -1,260 -11%
EPW
675
Endeavor Private Wealth
Kansas
$907K +$907K +10,384 New
25 26
27
28 29