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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
676
Triumph Capital Management
Colorado
$901K +$901K +10,315 New
FPCP
677
Fort Point Capital Partners
California
$900K +$141K +1,613 +19%
MC
678
Moors & Cabot
Massachusetts
$898K +$97K +1,111 +12%
AFO
679
Arrowroot Family Office
California
$898K +$156K +1,786 +21%
PI
680
PFG Investments
New York
$895K -$64K -733 -7%
IA
681
IFG Advisory
Georgia
$891K +$891K +10,201 New
SF
682
Synovus Financial
Georgia
$891K +$447K +5,123 +101%
TPWA
683
Twin Peaks Wealth Advisors
California
$887K +$111K +1,266 +14%
IF
684
Intrua Financial
Texas
$886K -$36.4K -417 -4%
PMAM
685
Picton Mahoney Asset Management
Ontario, Canada
$873K – – –
CWMGP
686
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$872K -$4.07M -46,627 -82%
OWCM
687
One Wealth Capital Management
Arizona
$870K +$870K +9,957 New
JWCA
688
J.W. Coons Advisors
Ohio
$858K -$78.2K -895 -8%
EFG
689
Ethos Financial Group
Pennsylvania
$857K -$7.18M -82,188 -89%
MCM
690
M1 Capital Management
Michigan
$857K +$857K +9,808 New
FWP
691
Firethorn Wealth Partners
Georgia
$853K -$12.8K -147 -1%
FFS
692
Founders Financial Securities
Maryland
$850K -$114K -1,310 -12%
LWA
693
Lifelong Wealth Advisors
Minnesota
$848K +$848K +9,707 New
GM
694
GeoWealth Management
Illinois
$837K -$3.01M -34,457 -78%
FIA
695
FNY Investment Advisers
New York
$834K +$834K +9,560 New
SL
696
SWMG LLC
Texas
$830K +$13.8K +158 +2%
CSC
697
Caldwell Sutter Capital
California
$829K +$166K +1,896 +25%
LA
698
LexAurum Advisors
Kansas
$823K +$420K +4,804 +104%
SAI
699
Savvy Advisors Inc
New York
$820K +$820K +9,385 New
AIA
700
AssuredPartners Investment Advisors
Florida
$814K +$814K +9,324 New
26 27
28
29 30