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iShares 20+ Year Treasury Bond ETF

803 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 364 increasing their positions, 208 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+31
Holders Change %
+4.02%
% of All Funds
12.85%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.6%
New
156
Increased
364
Reduced
208
Closed
108
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$744M
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
701
Resurgent Financial Advisors
Georgia
$85.6K -$745 -7 -0.9%
BFPW
702
BOK Financial Private Wealth
Colorado
$76.3K +$76.3K +717 New
TCPG
703
Trivant Custom Portfolio Group
California
$73.4K +$73.4K +690 New
GIA
704
Goodwin Investment Advisory
Georgia
$67K -$319 -3 -0.5%
APC
705
Aspire Private Capital
North Carolina
$65.1K -$1.81K -17 -3%
CTA
706
Colonial Trust Advisors
South Carolina
$62.4K
ELI
707
Empire Life Investments
Ontario, Canada
$61K +$8.14K +77 +15%
SIS
708
Sound Income Strategies
Florida
$55.2K +$106 +1 +0.2%
WBC
709
West Branch Capital
Massachusetts
$55.1K +$213 +2 +0.4%
BWM
710
Baystate Wealth Management
Massachusetts
$53K -$957 -9 -2%
CIR
711
Clear Investment Research
Georgia
$48.9K
KC
712
Kenfarb & Co
Kentucky
$48.8K
RI
713
Ridgewood Investments
New Jersey
$48.1K +$48.1K +453 New
EWA
714
EverSource Wealth Advisors
Alabama
$46.4K -$8.3K -78 -15%
OFG
715
Oxford Financial Group
Indiana
$45.6K
PTC
716
Private Trust Company
Ohio
$43.6K +$12.8K +120 +41%
GC
717
Gould Capital
Washington
$41.4K +$5.11K +48 +14%
FA
718
Faithward Advisors
Pennsylvania
$40.4K -$10.8K -103 -21%
CSPIA
719
Cary Street Partners Investment Advisory
Virginia
$39.9K
MCM
720
Manchester Capital Management
Vermont
$37.4K +$37.4K +352 New
HDIM
721
Hanson & Doremus Investment Management
Vermont
$37K
IRC
722
Investors Research Corp
Georgia
$36.5K -$2.13K -20 -6%
MPWT
723
MassMutual Private Wealth & Trust
Connecticut
$35.7K +$23.2K +218 +185%
BA
724
Bristlecone Advisors
Washington
$35.6K +$35.6K +335 New
CWM
725
Compass Wealth Management
Connecticut
$33.5K +$33.5K +315 New