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iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
676
Glass Jacobson Investment Advisors
Maryland
$55.7K +$56.4K +560 New
SSB
677
Sandy Spring Bank
Maryland
$54.2K -$40.3K -400 -42%
AWM
678
Accurate Wealth Management
Florida
$53K +$51.4K +510 New
BCMLT
679
Beacon Capital Management LLC (Tennessee)
Tennessee
$52.5K +$51.8K +514 +3,954%
SIS
680
Sound Income Strategies
Florida
$51.5K -$363K -3,599 -87%
WBC
681
West Branch Capital
Massachusetts
$51.4K +$5.44K +54 +12%
EWA
682
EverSource Wealth Advisors
Alabama
$51.2K -$94.9K -942 -65%
ELI
683
Empire Life Investments
Ontario, Canada
$50K +$50.4K +500 New
BWM
684
Baystate Wealth Management
Massachusetts
$50K +$51.1K +507 New
LFG
685
Larson Financial Group
Missouri
$49.8K +$50.4K +500 New
FA
686
Faithward Advisors
Pennsylvania
$48.5K -$11K -109 -18%
CAS
687
Coppell Advisory Solutions
Texas
$46.7K +$47.3K +469 New
CASC
688
Coppell Advisory Solutions Corp
Texas
$46.7K +$47.3K +469 New
RIA
689
Realta Investment Advisors
Delaware
$46.5K +$13.2K +131 +39%
AWM
690
Atticus Wealth Management
Florida
$46.2K +$13.1K +130 +39%
CIR
691
Clear Investment Research
Georgia
$46K
KC
692
Kenfarb & Co
Kentucky
$45.7K
SC
693
Stephens Consulting
Michigan
$45.6K -$1.31K -13 -3%
OFG
694
Oxford Financial Group
Indiana
$42.7K +$43.2K +429 New
NFSG
695
Newbridge Financial Services Group
Florida
$39.3K -$98.2K -975 -71%
CSPIA
696
Cary Street Partners Investment Advisory
Virginia
$37.3K +$37.8K +375 New
IRC
697
Investors Research Corp
Georgia
$36.1K +$605 +6 +2%
FPB
698
First PREMIER Bank
South Dakota
$35K
HDIM
699
Hanson & Doremus Investment Management
Vermont
$35K
GC
700
Gould Capital
Washington
$34K