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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 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 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$572M
2
Morgan Stanley
Morgan Stanley
New York
+$530M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$501M
4
Citigroup
Citigroup
New York
+$401M
5
UBS Group
UBS Group
Switzerland
+$388M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$435M
2
SWG
Summit Wealth Group
Vermont
-$214M
3
AWM
AE Wealth Management
Kansas
-$111M
4
PP
Prudential plc
United Kingdom
-$101M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
701
Pinnacle Family Advisors
Missouri
$227K +$227K +2,209 New
FCM
702
Firestone Capital Management
Florida
$226K – – –
JPLA
703
Joseph P. Lucia & Associates
New York
$222K -$20.6K -200 -8%
SFC
704
SYM Financial Corp
Indiana
$222K – – –
HFM
705
Harvest Fund Management
China
$220K -$189K -1,839 -46%
MGIA
706
Moneta Group Investment Advisors
Missouri
$218K -$74.9K -728 -26%
CAS
707
Coppell Advisory Solutions
Texas
$218K -$301K -2,962 -58%
SFI
708
SPC Financial Inc
Maryland
$217K +$7.93K +77 +4%
FCH
709
Freestone Capital Holdings
Washington
$211K +$211K +2,050 New
DA
710
Dover Advisors
Virginia
$211K +$211K +2,046 New
CWM
711
Congress Wealth Management
Massachusetts
$210K -$150K -1,454 -42%
ANB
712
Amarillo National Bank
Texas
$210K +$618 +6 +0.3%
AWM
713
Apollon Wealth Management
South Carolina
$209K +$209K +2,027 New
FAM
714
Family Asset Management
South Carolina
$206K -$24.9K -242 -11%
QCM
715
Quantinno Capital Management
New York
$206K – – –
SSA
716
Schonfeld Strategic Advisors
New York
$206K -$5M -48,580 -96%
First Manhattan
717
First Manhattan
New York
$206K – – –
AAIM
718
American Assets Investment Management
California
$206K – – –
SFS
719
Starfox Financial Services
Texas
$204K -$6.9K -67 -3%
CWM
720
ClientFirst Wealth Management
Arkansas
$203K +$203K +2,000 New
GWS
721
Glassman Wealth Services
Virginia
$193K +$193K +1,878 New
BFEC
722
Benjamin F. Edwards & Company
Missouri
$184K -$65K -632 -26%
OSAM
723
O'Shaughnessy Asset Management
Connecticut
$180K +$4.12K +40 +2%
MTIM
724
Marathon Trading Investment Management
Pennsylvania
$175K +$175K +1,700 New
WTA
725
Washington Trust Advisors
Massachusetts
$174K +$15.5K +151 +10%
27 28
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