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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Alterna Wealth Management
Texas
$836K +$264K +2,897 +47%
GWP
677
Gateway Wealth Partners
Wisconsin
$832K +$57K +625 +7%
MC
678
Moors & Cabot
Massachusetts
$827K +$122K +1,341 +17%
LAM
679
LifePro Asset Management
California
$826K -$444K -4,878 -35%
CWM
680
Centric Wealth Management
Illinois
$825K +$808K +8,869 New
AF
681
Allworth Financial
California
$820K -$15.3M -167,859 -95%
VF
682
VitalStone Financial
Texas
$813K +$563K +6,183 +232%
BWG
683
Boomfish Wealth Group
Georgia
$803K +$281K +3,080 +54%
CMI
684
Clare Market Investments
Texas
$801K -$497K -5,455 -38%
PIA
685
Perennial Investment Advisors
California
$787K +$557K +6,110 +248%
PIMG
686
Patriot Investment Management Group
Tennessee
$776K +$37.9K +416 +5%
FW
687
FullCircle Wealth
Texas
$774K +$771K +8,456 New
CNWM
688
Clay Northam Wealth Management
California
$770K +$161K +1,772 +27%
NCFG
689
New Century Financial Group
New Jersey
$769K +$171K +1,879 +29%
SAMC
690
Spectrum Asset Management (California)
California
$768K
CWA
691
Clearview Wealth Advisors
Oregon
$760K -$1.69M -18,554 -69%
WA
692
WESPAC Advisors
California
$750K -$197K -2,163 -21%
TPA
693
Trivium Point Advisory
Connecticut
$750K +$349K +3,831 +88%
CCA
694
Checchi Capital Advisers
California
$749K -$240K -2,638 -24%
RFP
695
RCS Financial Planning
Maryland
$745K +$58.1K +638 +9%
SC
696
Shay Capital
New York
$743K +$182K +2,000 +33%
CHA
697
Carmichael Hill & Associates
Maryland
$729K +$43.1K +473 +6%
TIM
698
Tortoise Investment Management
New York
$727K +$164K +1,803 +29%
BW
699
Bison Wealth
Georgia
$726K
AA
700
Auxano Advisors
Washington
$716K +$2.19K +24 +0.3%