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iShares 20+ Year Treasury Bond ETF

869 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
676
Objective Capital Management
Ohio
$278K +$280K +2,700 New
DU
677
Delphia (USA)
Ontario, Canada
$278K +$1.66K +16 +0.6%
JSL
678
JT Stratford LLC
Georgia
$277K
WAM
679
Worth Asset Management
Texas
$274K -$78.4K -756 -22%
CAWM
680
Capital Advisors Wealth Management
Washington
$272K +$274K +2,645 New
GHAM
681
Gilman Hill Asset Management
Connecticut
$270K -$51.9K -500 -16%
BMCM
682
Bryn Mawr Capital Management
Pennsylvania
$270K +$25K +241 +10%
HF
683
HRT Financial
New York
$267K +$269K +2,594 New
ETC
684
Exchange Traded Concepts
Oklahoma
$265K +$19.6K +189 +8%
MSL
685
Mackay Shields LLC
New York
$261K
1IA
686
1834 Investment Advisors
Wisconsin
$259K +$261K +2,513 New
DIM
687
Delta Investment Management
California
$255K +$257K +2,478 New
RFN
688
RDA Financial Network
Iowa
$251K +$42.8K +413 +20%
PHS
689
Pekin Hardy Strauss
Illinois
$249K +$251K +2,415 New
LT
690
Legacy Trust
Michigan
$245K +$247K +2,384 New
IFWM
691
Institute for Wealth Management
Colorado
$245K -$36.4K -351 -13%
OPCM
692
Osborne Partners Capital Management
California
$243K -$18.7K -180 -7%
WC
693
Waterloo Capital
Texas
$243K +$244K +2,357 New
WAL
694
W Advisors LLC
Tennessee
$240K -$135K -1,298 -36%
KA
695
Kovack Advisors
Florida
$240K -$1.32M -12,718 -85%
IIA
696
IPG Investment Advisors
California
$236K +$19.6K +189 +9%
WDC
697
Woodward Diversified Capital
California
$235K -$51K -492 -18%
FGAM
698
Financial Gravity Asset Management
Texas
$235K +$8.09K +78 +2%
CWM
699
Cornerstone Wealth Management
Missouri
$234K -$7.68K -74 -3%
SCM
700
Shelton Capital Management
Colorado
$234K +$11.9K +115 +5%