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iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
676
Wealthcare Advisory Partners
Pennsylvania
-$10.7M -74,135 Closed
PI
677
PEAK6 Investments
Illinois
-$8.72M -59,194 Closed
FVWA
678
Foster Victor Wealth Advisors
South Carolina
-$5.33M -36,919 Closed
DS
679
DRW Securities
Illinois
-$4.24M -29,390 Closed
NL
680
NEPC LLC
Massachusetts
-$3.13M -21,708 Closed
BC
681
Brookfield Corp
Ontario, Canada
-$2.47M -17,132 Closed
PF
682
Phoenix Financial
Israel
-$71K -15,470 Closed
CI
683
Cavalier Investments
Georgia
-$2.13M -14,784 Closed
BCI
684
Brinker Capital Investments
Pennsylvania
-$1.74M -12,057 Closed
BCP
685
Blackhawk Capital Partners
Wisconsin
-$1.56M -10,799 Closed
Federated Hermes
686
Federated Hermes
Pennsylvania
-$1.37M -9,495 Closed
PAG
687
Private Advisory Group
Washington
-$1.34M -9,290 Closed
GAMA
688
Graticule Asia Macro Advisors
New York
-$1.01M -6,969 Closed
SAM
689
Securian Asset Management
Minnesota
-$893K -6,185 Closed
IWM
690
IHT Wealth Management
Illinois
-$666K -4,613 Closed
PCA
691
Pallas Capital Advisors
Massachusetts
-$640K -4,397 Closed
WCM
692
Wealthcare Capital Management
Virginia
-$623K -4,317 Closed
SBH
693
Segall Bryant & Hamill
Illinois
-$582K -4,050 Closed
IDA
694
Intelligence Driven Advisers
California
-$530K -3,691 Closed
Tudor Investment Corp
695
Tudor Investment Corp
Connecticut
-$455K -3,154 Closed
SS
696
Simplicity Solutions
Minnesota
-$452K -3,132 Closed
WIA
697
World Investment Advisors
California
-$431K -2,985 Closed
OWA
698
Outlook Wealth Advisors
Texas
-$409K -2,835 Closed
FFA
699
First Foundation Advisors
California
-$390K -2,700 Closed
BAM
700
Bruderman Asset Management
New York
-$374K -2,594 Closed