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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

772 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 305 increasing their positions, 233 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+41
Holders Change %
+5.61%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.36%
New
179
Increased
305
Reduced
233
Closed
120
Calls
$8.62B
Puts
$4.86B
Net Calls
+$3.76B
Net Calls Change
-$683M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.82B
2
Morgan Stanley
Morgan Stanley
New York
$2.87B
3
UBS Group
UBS Group
Switzerland
$532M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$528M
5
Goldman Sachs
Goldman Sachs
New York
$392M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$29.5M
2
Jane Street
Jane Street
New York
$13M
3
Citadel Advisors
Citadel Advisors
Florida
$181M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
701
FAS Wealth Partners
Kansas
$31.9K -$118K -1,184 -79%
AWM
702
AllSquare Wealth Management
New York
$29.9K +$29.9K +300 New
PTC
703
Private Trust Company
Ohio
$29K -$6.1K -61 -17%
AAP
704
Arax Advisory Partners
Colorado
$28.2K +$28.2K +283 New
EE
705
EWG Elevate
California
$26.1K -$1.17M -11,744 -98%
RWPA
706
Richard W. Paul & Associates
Michigan
$25.4K +$25.4K +255 New
MSCM
707
McElhenny Sheffield Capital Management
Texas
$24.8K +$24.8K +249 New
AIC
708
Archer Investment Corporation
Indiana
$22.7K -$154K -1,549 -87%
MPCG
709
Matrix Private Capital Group
New York
$20.2K -$6.46K -65 -24%
BCA
710
Bray Capital Advisors
Florida
$18.9K – – –
PA
711
PSI Advisors
Florida
$18.3K – – –
TAM
712
Tucker Asset Management
Colorado
$18K – – –
SMA
713
Sage Mountain Advisors
Georgia
$16.9K +$16.9K +170 New
BA
714
Bellwether Advisors
Nebraska
$16.7K -$6.37K -64 -28%
HNWAG
715
High Net Worth Advisory Group
Florida
$16.6K -$59.7K -600 -78%
S
716
SignatureFD
Georgia
$15.7K -$1.59K -16 -9%
BWM
717
BerganKDV Wealth Management
Minnesota
$14.4K +$199 +2 +1%
MWC
718
MBM Wealth Consultants
Missouri
$14K +$14K +140 New
ANBT
719
American National Bank & Trust
Texas
$13K – – –
CFG
720
CKW Financial Group
Hawaii
$12K – – –
MPWT
721
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
FMP
722
Financial Management Professionals
Texas
$11K -$5.96K -58 -35%
TC
723
Truvestments Capital
Florida
$10.7K +$10.7K +107 New
WCAMG
724
Woodard & Company Asset Management Group
North Carolina
$9.96K – – –
LWA
725
Lowe Wealth Advisors
Maryland
$9.96K +$9.96K +100 New
27 28
29
30 31