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iShares 20+ Year Treasury Bond ETF

869 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
BA
701
Bridge Advisory
California
$233K +$235K +2,266 New
NHC
702
Nicholas Hoffman & Company
Georgia
$233K -$108K -1,043 -32%
WAM
703
Walker Asset Management
Missouri
$231K -$1.45K -14 -0.6%
CA
704
Claro Advisors
Massachusetts
$230K +$232K +2,233 New
PFA
705
Pinnacle Family Advisors
Missouri
$227K +$229K +2,209 New
FCM
706
Firestone Capital Management
Florida
$226K
JPLA
707
Joseph P. Lucia & Associates
New York
$222K -$20.7K -200 -8%
SFC
708
SYM Financial Corp
Indiana
$222K
HFM
709
Harvest Fund Management
China
$220K -$191K -1,839 -46%
MGIA
710
Moneta Group Investment Advisors
Missouri
$218K -$75.5K -728 -26%
CAS
711
Coppell Advisory Solutions
Texas
$218K -$307K -2,962 -58%
SFI
712
SPC Financial Inc
Maryland
$217K +$7.99K +77 +4%
FCH
713
Freestone Capital Holdings
Washington
$211K +$213K +2,050 New
DA
714
Dover Advisors
Virginia
$211K +$212K +2,046 New
CWM
715
Congress Wealth Management
Massachusetts
$210K -$151K -1,454 -42%
ANB
716
Amarillo National Bank
Texas
$210K +$622 +6 +0.3%
AWM
717
Apollon Wealth Management
South Carolina
$209K +$210K +2,027 New
FAM
718
Family Asset Management
South Carolina
$206K -$25.1K -242 -11%
QCM
719
Quantinno Capital Management
New York
$206K
SSA
720
Schonfeld Strategic Advisors
New York
$206K -$5.04M -48,580 -96%
AAIM
721
American Assets Investment Management
California
$206K
First Manhattan
722
First Manhattan
New York
$206K
SFS
723
Starfox Financial Services
Texas
$204K -$6.95K -67 -3%
CWM
724
ClientFirst Wealth Management
Arkansas
$203K +$207K +2,000 New
GWS
725
Glassman Wealth Services
Virginia
$193K +$195K +1,878 New