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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
701
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$357K +3,698 +54%
IF
702
Intrua Financial
Texas
$1.04M -$599K -6,207 -37%
VWWMG
703
Vermillion & White Wealth Management Group
Pennsylvania
$1.04M +$72K +747 +8%
NL
704
NWAM LLC
Washington
$1.03M +$1.01M +10,460 New
SGI
705
Swan Global Investments
Colorado
$1.01M
HL
706
HeadInvest LLC
Maine
$1.01M +$246K +2,547 +33%
BGAI
707
Bruce G. Allen Investments
Colorado
$1.01M
LWM
708
Lyell Wealth Management
California
$995K -$41.5K -430 -4%
WAM
709
WealthTrust Asset Management
Florida
$989K +$972K +10,081 New
CC
710
Copperleaf Capital
North Carolina
$984K +$31.9K +331 +3%
BF
711
BOK Financial
Oklahoma
$982K +$9.93K +103 +1%
PMAM
712
Picton Mahoney Asset Management
Ontario, Canada
$981K
CIR
713
Clear Investment Research
Georgia
$977K +$916K +9,501 +2,065%
FWP
714
Firethorn Wealth Partners
Georgia
$973K -$196K -2,035 -17%
AWE
715
Avidian Wealth Enterprises
Texas
$967K -$159K -1,653 -14%
CB
716
Commerce Bank
Missouri
$965K +$234K +2,426 +33%
AGA
717
Arkos Global Advisors
Texas
$944K +$407K +4,216 +78%
SL
718
Sentinus LLC
Illinois
$943K -$922K -9,559 -56%
CPW
719
Catalyst Private Wealth
California
$930K -$127K -1,313 -12%
PFA
720
Petra Financial Advisors
Colorado
$924K
RW
721
Regimen Wealth
Georgia
$923K +$6.27K +65 +0.7%
CW
722
Channel Wealth
California
$922K -$391K -4,053 -30%
CS
723
Capital Square
Tennessee
$922K +$15.1K +157 +2%
PCS
724
Personal CFO Solutions
New Jersey
$917K +$901K +9,347 New
MC
725
Moors & Cabot
Massachusetts
$900K +$15.7K +163 +2%