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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
WFC
701
Western Financial Corp
California
$359K +$359K +4,048 New
CPG
702
Cornerstone Planning Group
New Jersey
$357K +$298K +3,358 +504%
TCM
703
Triumph Capital Management
Colorado
$355K +$355K +4,006 New
WP
704
WMS Partners
Maryland
$355K +$88.7K +1,000 +33%
EAM
705
Empirical Asset Management
Massachusetts
$354K +$85.5K +964 +32%
HA
706
Herold Advisors
New York
$354K +$51.4K +580 +17%
BPA
707
Beacon Pointe Advisors
California
$347K +$347K +3,909 New
MA
708
MCF Advisors
Kentucky
$345K
MA
709
MONECO Advisors
Connecticut
$342K +$42K +474 +14%
MWA
710
Meridian Wealth Advisors
Texas
$342K -$86.6K -977 -20%
SW
711
SVB Wealth
Massachusetts
$336K +$336K +3,793 New
GIA
712
Gladstone Institutional Advisory
Florida
$331K +$331K +3,735 New
AWP
713
Accretive Wealth Partners
New Jersey
$328K
KWMG
714
King Wealth Management Group
Florida
$326K -$21.2K -239 -6%
HW
715
Hamilton Wealth
California
$325K +$83.8K +945 +35%
DWA
716
Divergent Wealth Advisors
Utah
$321K +$70.3K +793 +28%
BWM
717
Baystate Wealth Management
Massachusetts
$320K +$31K +350 +11%
BCV
718
Banque Cantonale Vaudoise
Switzerland
$320K +$35.4K +400 +12%
MMA
719
Miracle Mile Advisors
California
$319K -$72.5K -817 -19%
Financial Engines Advisors
720
Financial Engines Advisors
California
$318K -$2.71M -30,559 -90%
ICM
721
Islay Capital Management
Texas
$317K -$16.1K -181 -5%
CP
722
Castleview Partners
Texas
$316K -$311K -3,512 -50%
SPWM
723
Straight Path Wealth Management
Michigan
$316K +$8.87K +100 +3%
IFAM
724
Institutional & Family Asset Management
Colorado
$314K -$129K -1,459 -29%
RFN
725
RDA Financial Network
Iowa
$312K +$95.6K +1,078 +44%