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iShares 20+ Year Treasury Bond ETF

1,103 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 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
701
Sand Hill Global Advisors
California
$713K -$6.01K -66 -0.8%
AA
702
Alesco Advisors
New York
$712K -$703K -7,720 -50%
HL
703
HeadInvest LLC
Maine
$709K +$704K +7,730 New
IPW
704
Invictus Private Wealth
Colorado
$701K +$17.9K +196 +3%
PFGIA
705
Patriot Financial Group Insurance Agency
Massachusetts
$699K -$36.2K -397 -5%
FCI
706
Financial Counselors Inc
Kansas
$697K +$24.5K +269 +4%
MWM
707
Modera Wealth Management
New Jersey
$697K -$6.65K -73 -1%
CSPIA
708
Cary Street Partners Investment Advisory
Virginia
$692K -$35.6K -391 -5%
CSC
709
Caldwell Sutter Capital
California
$683K +$66.6K +731 +11%
BFP
710
Briaud Financial Planning
Texas
$683K -$91 -1 -0%
CB
711
Commerce Bank
Missouri
$680K
RWA
712
Rooted Wealth Advisors
Illinois
$680K +$57.4K +630 +9%
MWM
713
Mosley Wealth Management
California
$677K +$31.9K +350 +5%
BWA
714
BCU Wealth Advisors
Illinois
$674K +$79.6K +874 +14%
LPT
715
Legacy Private Trust
Wisconsin
$674K +$219K +2,402 +49%
SA
716
Stewardship Advisors
Pennsylvania
$667K -$2.68M -29,448 -80%
GC
717
Guidance Capital
Kentucky
$662K +$44.6K +490 +8%
BAM
718
Belpointe Asset Management
Nevada
$661K -$1.01M -11,037 -61%
CAS
719
Coppell Advisory Solutions
Texas
$659K +$654K +7,175 New
WAL
720
W Advisors LLC
Tennessee
$655K -$181K -1,987 -22%
SF
721
Slagle Financial
Illinois
$653K +$20K +220 +3%
OWA
722
Opal Wealth Advisors
New York
$651K +$128K +1,409 +25%
RFN
723
RDA Financial Network
Iowa
$650K +$299K +3,285 +87%
LA
724
Lifeworks Advisors
Michigan
$643K -$230K -2,524 -26%
SGCA
725
Steel Grove Capital Advisors
Tennessee
$642K +$638K +7,000 New