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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

772 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 179 funds opening new positions, 305 increasing their positions, 233 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+41
Holders Change %
+5.61%
% 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
1.36%
New
179
Increased
305
Reduced
233
Closed
120
Calls
$8.62B
Puts
$4.86B
Net Calls
+$3.76B
Net Calls Change
-$683M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.82B
2
Morgan Stanley
Morgan Stanley
New York
$2.87B
3
UBS Group
UBS Group
Switzerland
$532M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$528M
5
Goldman Sachs
Goldman Sachs
New York
$392M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$29.5M
2
Jane Street
Jane Street
New York
$13M
3
Citadel Advisors
Citadel Advisors
Florida
$181M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
676
Accurate Wealth Management
Florida
$53K +$53K +510 New
BCMLT
677
Beacon Capital Management LLC (Tennessee)
Tennessee
$52.5K +$51.2K +514 +3,954%
SIS
678
Sound Income Strategies
Florida
$51.6K -$358K -3,599 -87%
WBC
679
West Branch Capital
Massachusetts
$51.4K +$5.37K +54 +12%
EWA
680
EverSource Wealth Advisors
Alabama
$51.2K -$93.7K -942 -65%
ELI
681
Empire Life Investments
Ontario, Canada
$50K +$50K +500 New
BWM
682
Baystate Wealth Management
Massachusetts
$50K +$50K +507 New
LFG
683
Larson Financial Group
Missouri
$49.8K +$49.8K +500 New
FA
684
Faithward Advisors
Pennsylvania
$48.5K -$10.9K -109 -18%
CAS
685
Coppell Advisory Solutions
Texas
$46.7K +$46.7K +469 New
CASC
686
Coppell Advisory Solutions Corp
Texas
$46.7K +$46.7K +469 New
RIA
687
Realta Investment Advisors
Delaware
$46.5K +$13K +131 +39%
AWM
688
Atticus Wealth Management
Florida
$46.2K +$13K +130 +39%
CIR
689
Clear Investment Research
Georgia
$46K – – –
KC
690
Kenfarb & Co
Kentucky
$45.7K – – –
SC
691
Stephens Consulting
Michigan
$45.6K -$1.29K -13 -3%
OFG
692
Oxford Financial Group
Indiana
$42.7K +$42.7K +429 New
NFSG
693
Newbridge Financial Services Group
Florida
$39.3K -$97.2K -975 -71%
CSPIA
694
Cary Street Partners Investment Advisory
Virginia
$37.3K +$37.3K +375 New
IRC
695
Investors Research Corp
Georgia
$36.1K +$597 +6 +2%
HDIM
696
Hanson & Doremus Investment Management
Vermont
$35K – – –
FPB
697
First PREMIER Bank
South Dakota
$35K – – –
GC
698
Gould Capital
Washington
$34K – – –
BL
699
Balentine LLC
Georgia
$32.7K -$299 -3 -0.9%
CIAS
700
Capital Investment Advisory Services
North Carolina
$32.2K -$152K -1,526 -83%
26 27
28
29 30