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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
SAMC
676
Spectrum Asset Management (California)
California
$792K
HNB
677
Hilltop National Bank
Wyoming
$785K +$785K +8,297 New
WAM
678
Wakefield Asset Management
Colorado
$785K +$22K +232 +3%
MSFS
679
Main Street Financial Solutions
Pennsylvania
$784K +$352K +3,721 +82%
GWP
680
Gen-Wealth Partners
Michigan
$774K +$774K +8,177 New
TPWA
681
Twin Peaks Wealth Advisors
California
$767K +$73.3K +775 +11%
RIG
682
RiverFront Investment Group
Virginia
$766K +$68.7K +726 +10%
EWA
683
EP Wealth Advisors
California
$765K -$1.6M -16,932 -68%
SAM
684
Strategy Asset Managers
California
$763K -$206K -2,172 -21%
PIMG
685
Patriot Investment Management Group
Tennessee
$761K
PFGIA
686
Patriot Financial Group Insurance Agency
Massachusetts
$759K -$15K -158 -2%
BPA
687
Beacon Pointe Advisors
California
$755K +$110K +1,162 +17%
TWP
688
Tempus Wealth Planning
California
$751K +$214K +2,258 +40%
CSPIA
689
Cary Street Partners Investment Advisory
Virginia
$751K +$55.7K +589 +8%
CPW
690
Catalyst Private Wealth
California
$750K -$24.1K -255 -3%
RC
691
Rovin Capital
Arizona
$750K -$575K -6,084 -43%
SHGA
692
Sand Hill Global Advisors
California
$741K -$3.61M -38,187 -83%
AA
693
Auxano Advisors
Washington
$736K +$2.65K +28 +0.4%
SAG
694
SageView Advisory Group
California
$733K +$733K +8,963 New
PWM
695
Power Wealth Management
Georgia
$730K +$6.43K +68 +0.9%
DI
696
Disciplined Investments
Oklahoma
$727K +$727K +7,680 New
MC
697
Moors & Cabot
Massachusetts
$726K +$36K +380 +5%
MWM
698
Modera Wealth Management
New Jersey
$726K +$52.2K +552 +8%
BW
699
Bison Wealth
Georgia
$726K +$68.3K +722 +10%
SPI
700
Sutton Place Investors
New York
$717K +$95.6K +1,010 +15%