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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
RFP
701
RCS Financial Planning
Maryland
$708K -$543K -5,736 -43%
CHA
702
Carmichael Hill & Associates
Maryland
$706K +$174K +1,835 +33%
BFP
703
Briaud Financial Planning
Texas
$705K +$705K +7,449 New
IPW
704
Invictus Private Wealth
Colorado
$704K -$77.6K -820 -10%
CB
705
Commerce Bank
Missouri
$702K -$59K -624 -8%
FCI
706
Financial Counselors Inc
Kansas
$693K +$493K +5,213 +246%
AA
707
Ancora Advisors
Ohio
$693K +$27.2K +288 +4%
IWN
708
Independent Wealth Network
Iowa
$683K +$219K +2,314 +47%
WFA
709
WMG Financial Advisors
Tennessee
$680K -$9.75K -103 -1%
MFGM
710
Marshall Financial Group (Maryland)
Maryland
$678K +$20.2K +213 +3%
BB
711
Burford Brothers
Texas
$675K +$39.6K +418 +6%
Qube Research & Technologies (QRT)
712
Qube Research & Technologies (QRT)
United Kingdom
$672K -$1.17M -12,321 -63%
FFS
713
Founders Financial Securities
Maryland
$669K +$82K +867 +14%
SWP
714
Strategic Wealth Partners
Ohio
$668K +$147K +1,553 +28%
MWM
715
Mosley Wealth Management
California
$664K -$431K -4,556 -39%
SHWM
716
Smith & Howard Wealth Management
Georgia
$662K +$662K +7,000 New
SF
717
Slagle Financial
Illinois
$653K -$237K -2,503 -27%
UAS
718
United Asset Strategies
New York
$644K +$3.22K +34 +0.5%
GHAM
719
Gilman Hill Asset Management
Connecticut
$643K -$189K -2,000 -23%
WA
720
Waverly Advisors
Alabama
$640K +$640K +6,762 New
TF
721
Theory Financial
Colorado
$637K +$195K +2,059 +44%
EGA
722
Eagle Global Advisors
Texas
$635K
CSC
723
Caldwell Sutter Capital
California
$635K +$20.1K +212 +3%
FW
724
FirstPurpose Wealth
Utah
$633K -$587K -6,511 -48%
RBA
725
Richard Bernstein Advisors
New York
$627K -$50.2K -531 -7%