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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
676
J.W. Cole Advisors
Florida
$926K +$387K +3,914 +72%
WAL
677
W Advisors LLC
Tennessee
$926K +$60.1K +608 +7%
AWA
678
Arkadios Wealth Advisors
Georgia
$923K -$812K -8,209 -47%
FTS
679
Fifth Third Securities
Ohio
$919K -$96.7K -978 -10%
PCMU
680
Paragon Capital Management (Utah)
Utah
$918K +$75.1K +760 +9%
TI
681
Trexquant Investment
Connecticut
$893K +$586K +5,924 +191%
IPWA
682
International Private Wealth Advisors
California
$893K +$893K +9,030 New
PPC
683
Park Place Capital
Alabama
$891K -$112K -1,128 -11%
GHAM
684
Gilman Hill Asset Management
Connecticut
$870K +$116K +1,175 +15%
JSL
685
JT Stratford LLC
Georgia
$863K +$315K +3,185 +57%
ML
686
McAdam LLC
Pennsylvania
$856K -$356K -3,600 -29%
FGAM
687
Financial Gravity Asset Management
Texas
$853K +$24.5K +1,193 +3%
SC
688
Solstein Capital
California
$849K +$16.2K +164 +2%
MWS
689
Maxwell Wealth Strategies
California
$844K +$844K +8,533 New
GSEP
690
Golden State Equity Partners
California
$836K -$2.38M -24,106 -74%
AWM
691
Aprio Wealth Management
Georgia
$832K -$6.48M -65,560 -89%
WAP
692
Wealthcare Advisory Partners
Pennsylvania
$831K +$233K +2,359 +39%
SIS
693
Strategic Investment Solutions
Illinois
$829K -$2.41M -24,424 -74%
SAMC
694
Spectrum Asset Management (California)
California
$828K -$59.8K -605 -7%
PA
695
Parallel Advisors
California
$819K -$589K -5,960 -42%
IPW
696
Invictus Private Wealth
Colorado
$817K +$73.1K +739 +10%
CPW
697
Catalyst Private Wealth
California
$809K -$1.27M -12,868 -61%
PFGIA
698
Patriot Financial Group Insurance Agency
Massachusetts
$808K +$74.1K +749 +10%
EAM
699
Evanson Asset Management
California
$800K -$11K -111 -1%
WAM
700
Wakefield Asset Management
Colorado
$797K +$797K +8,062 New