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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
676
ProVise Management Group
Florida
$454K -$409K -4,614 -47%
RCA
677
Reitz Capital Advisors
Michigan
$451K +$451K +5,151 New
IFA
678
Interactive Financial Advisors
Illinois
$450K -$1.09M -12,246 -71%
TWP
679
Tempus Wealth Planning
California
$442K +$100K +1,129 +29%
TSS
680
Two Sigma Securities
New York
$434K +$434K +4,894 New
SFG
681
Sovereign Financial Group
Connecticut
$430K +$430K +4,845 New
UAS
682
United Asset Strategies
New York
$426K +$30.4K +343 +8%
WFA
683
Wade Financial Advisory
California
$421K -$20.4K -230 -5%
OP
684
ORG Partners
Indiana
$414K -$552K -6,225 -57%
HW
685
Hancock Whitney
Mississippi
$414K -$351K -3,959 -46%
DBRC
686
D.B. Root & Company
Pennsylvania
$411K +$411K +4,635 New
DA
687
Detalus Advisors
Missouri
$407K -$462K -5,204 -53%
HWM
688
HB Wealth Management
Georgia
$404K +$154K +1,742 +62%
LMKC
689
L.M. Kohn & Company
Ohio
$402K -$11.1K -125 -3%
CAIMH
690
Central Asset Investments & Management Holdings
Hong Kong
$399K
B
691
Bellecapital
Switzerland
$396K +$138K +1,560 +54%
CCFM
692
Clear Creek Financial Management
Washington
$396K +$85.4K +961 +28%
TI
693
Truepoint Inc
Ohio
$394K +$394K +4,437 New
VPP
694
Vertex Planning Partners
Illinois
$385K +$385K +4,340 New
CYG
695
Clean Yield Group
Vermont
$383K -$351K -3,970 -48%
DWM
696
Dakota Wealth Management
Florida
$375K -$3.96M -44,659 -91%
FEG
697
Fund Evaluation Group
Ohio
$372K -$1.77K -20 -0.5%
EFG
698
Ethos Financial Group
Pennsylvania
$367K +$367K +4,135 New
BW
699
Bison Wealth
Georgia
$360K -$376K -4,235 -51%
ACM
700
Absolute Capital Management
Pennsylvania
$360K +$360K +4,062 New