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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,092 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 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.89B
2
Bank of America
Bank of America
North Carolina
+$800M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$385M
4
AAS
Annex Advisory Services
Wisconsin
+$231M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$142M

Top Sellers

1
Jane Street
Jane Street
New York
-$700M
2
GC
GFG Capital
Florida
-$674M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$317M
4
Morgan Stanley
Morgan Stanley
New York
-$293M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
676
VitalStone Financial
Texas
$813K +$567K +6,183 +232%
BWG
677
Boomfish Wealth Group
Georgia
$803K +$283K +3,080 +54%
CMI
678
Clare Market Investments
Texas
$801K -$501K -5,455 -38%
PIA
679
Perennial Investment Advisors
California
$787K +$561K +6,110 +248%
PIMG
680
Patriot Investment Management Group
Tennessee
$776K +$38.2K +416 +5%
FW
681
FullCircle Wealth
Texas
$774K +$774K +8,456 New
CNWM
682
Clay Northam Wealth Management
California
$770K +$163K +1,772 +27%
NCFG
683
New Century Financial Group
New Jersey
$769K +$172K +1,879 +29%
SAMC
684
Spectrum Asset Management (California)
California
$768K – – –
CWA
685
Clearview Wealth Advisors
Oregon
$760K -$1.7M -18,554 -69%
WA
686
WESPAC Advisors
California
$750K -$199K -2,163 -21%
TPA
687
Trivium Point Advisory
Connecticut
$750K +$352K +3,831 +88%
CCA
688
Checchi Capital Advisers
California
$749K -$242K -2,638 -24%
RFP
689
RCS Financial Planning
Maryland
$745K +$58.6K +638 +9%
SC
690
Shay Capital
New York
$743K +$184K +2,000 +33%
CHA
691
Carmichael Hill & Associates
Maryland
$729K +$43.4K +473 +6%
TIM
692
Tortoise Investment Management
New York
$727K +$165K +1,803 +29%
BW
693
Bison Wealth
Georgia
$726K – – –
AA
694
Auxano Advisors
Washington
$716K +$2.2K +24 +0.3%
SHGA
695
Sand Hill Global Advisors
California
$713K -$6.06K -66 -0.8%
AA
696
Alesco Advisors
New York
$712K -$709K -7,720 -50%
HL
697
HeadInvest LLC
Maine
$709K +$709K +7,730 New
IPW
698
Invictus Private Wealth
Colorado
$701K +$18K +196 +3%
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$699K -$36.4K -397 -5%
FCI
700
Financial Counselors Inc
Kansas
$697K +$24.7K +269 +4%
26 27
28
29 30