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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 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 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$572M
2
Morgan Stanley
Morgan Stanley
New York
+$530M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$501M
4
Citigroup
Citigroup
New York
+$401M
5
UBS Group
UBS Group
Switzerland
+$388M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$435M
2
SWG
Summit Wealth Group
Vermont
-$214M
3
AWM
AE Wealth Management
Kansas
-$111M
4
PP
Prudential plc
United Kingdom
-$101M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAWM
676
Capital Advisors Wealth Management
Washington
$272K +$272K +2,645 New
GHAM
677
Gilman Hill Asset Management
Connecticut
$270K -$51.5K -500 -16%
BMCM
678
Bryn Mawr Capital Management
Pennsylvania
$270K +$24.8K +241 +10%
HF
679
HRT Financial
New York
$267K +$267K +2,594 New
ETC
680
Exchange Traded Concepts
Oklahoma
$265K +$19.5K +189 +8%
MSL
681
Mackay Shields LLC
New York
$261K – – –
1IA
682
1834 Investment Advisors
Wisconsin
$259K +$259K +2,513 New
DIM
683
Delta Investment Management
California
$255K +$255K +2,478 New
RFN
684
RDA Financial Network
Iowa
$251K +$42.5K +413 +20%
PHS
685
Pekin Hardy Strauss
Illinois
$249K +$249K +2,415 New
LT
686
Legacy Trust
Michigan
$245K +$245K +2,384 New
IFWM
687
Institute for Wealth Management
Colorado
$245K -$36.1K -351 -13%
OPCM
688
Osborne Partners Capital Management
California
$243K -$18.5K -180 -7%
WC
689
Waterloo Capital
Texas
$243K +$243K +2,357 New
WAL
690
W Advisors LLC
Tennessee
$240K -$134K -1,298 -36%
KA
691
Kovack Advisors
Florida
$240K -$1.31M -12,718 -85%
IIA
692
IPG Investment Advisors
California
$236K +$19.5K +189 +9%
WDC
693
Woodward Diversified Capital
California
$235K -$50.6K -492 -18%
FGAM
694
Financial Gravity Asset Management
Texas
$235K +$4.79K +78 +2%
CWM
695
Cornerstone Wealth Management
Missouri
$234K -$7.62K -74 -3%
SCM
696
Shelton Capital Management
Colorado
$234K +$11.8K +115 +5%
BA
697
Bridge Advisory
California
$233K +$233K +2,266 New
NHC
698
Nicholas Hoffman & Company
Georgia
$233K -$107K -1,043 -32%
WAM
699
Walker Asset Management
Missouri
$231K -$1.44K -14 -0.6%
CA
700
Claro Advisors
Massachusetts
$230K +$230K +2,233 New
26 27
28
29 30