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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,092 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.89B
2
Bank of America
Bank of America
North Carolina
+$800M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$385M
4
AAS
Annex Advisory Services
Wisconsin
+$231M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$142M

Top Sellers

1
Jane Street
Jane Street
New York
-$700M
2
GC
GFG Capital
Florida
-$674M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$317M
4
Morgan Stanley
Morgan Stanley
New York
-$293M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
701
Modera Wealth Management
New Jersey
$697K -$6.7K -73 -1%
CSPIA
702
Cary Street Partners Investment Advisory
Virginia
$692K -$35.9K -391 -5%
CSC
703
Caldwell Sutter Capital
California
$683K +$67.1K +731 +11%
BFP
704
Briaud Financial Planning
Texas
$683K -$92 -1 -0%
CB
705
Commerce Bank
Missouri
$680K – – –
RWA
706
Rooted Wealth Advisors
Illinois
$680K +$58.9K +630 +9%
MWM
707
Mosley Wealth Management
California
$677K +$32.1K +350 +5%
BWA
708
BCU Wealth Advisors
Illinois
$674K +$80.2K +874 +14%
LPT
709
Legacy Private Trust
Wisconsin
$674K +$220K +2,402 +49%
SA
710
Stewardship Advisors
Pennsylvania
$667K -$2.7M -29,448 -80%
GC
711
Guidance Capital
Kentucky
$662K +$46.5K +490 +8%
BAM
712
Belpointe Asset Management
Nevada
$661K -$1.01M -11,037 -61%
CAS
713
Coppell Advisory Solutions
Texas
$659K +$659K +7,175 New
WAL
714
W Advisors LLC
Tennessee
$655K -$182K -1,987 -22%
SF
715
Slagle Financial
Illinois
$653K +$20.2K +220 +3%
OWA
716
Opal Wealth Advisors
New York
$651K +$129K +1,409 +25%
RFN
717
RDA Financial Network
Iowa
$650K +$301K +3,285 +87%
LA
718
Lifeworks Advisors
Michigan
$643K -$232K -2,524 -26%
SGCA
719
Steel Grove Capital Advisors
Tennessee
$642K +$642K +7,000 New
BIG
720
Bush Investment Group
Georgia
$632K +$45.5K +496 +8%
WAP
721
Wealthcare Advisory Partners
Pennsylvania
$631K -$275K -2,996 -30%
ONB
722
Old National Bancorp
Indiana
$628K +$42.7K +465 +7%
FFWM
723
Future Financial Wealth Management
Ohio
$624K +$91.8K +1,000 +17%
GWP
724
Gen-Wealth Partners
Michigan
$621K -$129K -1,406 -17%
SPI
725
Sutton Place Investors
New York
$618K -$77.4K -843 -11%
27 28
29
30 31