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iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
701
Fiera Capital (Canada)
Quebec, Canada
-$333K -2,305 Closed
FCH
702
Freestone Capital Holdings
Washington
-$318K -2,200 Closed
BHWM
703
Bay Harbor Wealth Management
Maryland
-$288K -1,995 Closed
Principal Financial Group
704
Principal Financial Group
Iowa
-$253K -1,750 Closed
DE
705
Day & Ennis
Georgia
-$220K -1,527 Closed
CG
706
Cutler Group
California
-$220K -1,496 Closed
CAM
707
Cresset Asset Management
Illinois
-$214K -1,485 Closed
MWM
708
Maltin Wealth Management
New Jersey
-$214K -1,485 Closed
SMF
709
Sterling Manor Financial
New York
-$211K -1,462 Closed
FFN
710
Focus Financial Network
Minnesota
-$210K -1,458 Closed
CCWA
711
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$207K -1,432 Closed
HPA
712
High Probability Advisors
New York
-$206K -1,427 Closed
SWG
713
Summit Wealth Group
Vermont
-$206K -1,424 Closed
RWM
714
Ritholtz Wealth Management
New York
-$202K -1,399 Closed
W
715
WealthOne
New York
-$202K -1,398 Closed
IF
716
Intrua Financial
Texas
-$206K -1,391 Closed
MW
717
Marcum Wealth
Ohio
-$201K -1,390 Closed
SP
718
Successful Portfolios
Florida
-$200K -1,389 Closed
OCM
719
Ovata Capital Management
Hong Kong
-$126K -1,272 Closed
AC
720
AlphaCore Capital
California
-$171K -1,187 Closed
GRP
721
Global Retirement Partners
California
-$167K -1,157 Closed
ITFISA
722
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$144K -1,000 Closed
AL
723
ADE LLC
Maryland
-$136K -943 Closed
LDFR
724
Lehman & Derafelo Financial Resources
Pennsylvania
-$87K -600 Closed
HIA
725
Harbor Investment Advisory
Maryland
-$46K -321 Closed