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iShares 20+ Year Treasury Bond ETF

733 hedge funds and large institutions have $17.8B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 324 increasing their positions, 205 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $8.49B | Put options by funds: $4.05B

58% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 205

47% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 91

20% more capital invested

Capital invested by funds: $14.9B → $17.8B (+$2.9B)

5% more funds holding

Funds holding: 697733 (+36)

4% more funds holding in top 10

Funds holding in top 10: 7982 (+3)

1.52% less ownership

Funds ownership: 74.82%73.31% (-1.5%)

Holders
733
Holders Change
+36
Holders Change %
+5.16%
% of All Funds
12.63%
Holding in Top 10
82
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.8%
% of All Funds
1.41%
New
134
Increased
324
Reduced
205
Closed
91
Calls
$8.49B
Puts
$4.05B
Net Calls
+$4.45B
Net Calls Change
+$2.58B
Name Holding Trade Value Shares
Change
Change in
Stake
M
726
MOTCO
Texas
$1K +$563 +5 New
CFFP
727
Center for Financial Planning
Michigan
$1K +$901 +8 New
CA
728
Clearstead Advisors
Ohio
$1K +$901 +8 New
FPFS
729
First Personal Financial Services
North Carolina
$1K +$1.01K +9 New
MOS
730
MGO One Seven
Ohio
$900 +$114K +1,009 +15%
FHC
731
First Heartland Consultants
Missouri
$365 +$22.1K +196 +6%
EFI
732
EHP Funds Inc
Canada
-$45.9M -400,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
733
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$42.2M -375,000 Closed
BFP
734
Briaud Financial Planning
Texas
-$25.8M -224,244 Closed
CCMG
735
Clark Capital Management Group
Pennsylvania
-$19.8M -172,294 Closed
LOAMU
736
Lombard Odier Asset Management (USA)
New York
-$11.3M -100,000 Closed
WI
737
WBI Investments
New Jersey
-$8.78M -76,476 Closed
CANY
738
Caxton Associates (New York)
New York
-$8.16M -71,000 Closed
CI
739
Cavalier Investments
Georgia
-$5.92M -51,492 Closed
PWM
740
Pinnacle Wealth Management
California
-$5.56M -48,364 Closed
Fidelity International
741
Fidelity International
Bermuda
-$5.17M -45,035 Closed
Nomura Asset Management
742
Nomura Asset Management
Japan
-$1.54M -43,380 Closed
Marshall Wace
743
Marshall Wace
United Kingdom
-$4.54M -40,283 Closed
DTIM
744
Danda Trouve Investment Management
Kansas
-$3.95M -34,351 Closed
PAA
745
Peregrine Asset Advisers
Oregon
-$3.64M -31,715 Closed
MTC
746
Matrix Trust Company
Colorado
-$3.13M -27,210 Closed
ASFA
747
All Season Financial Advisors
Colorado
-$2.93M -25,520 Closed
LCM
748
Lynwood Capital Management
Ontario, Canada
-$2.87M -25,000 Closed
AIP
749
Almanack Investment Partners
Pennsylvania
-$2.71M -23,587 Closed
LAM
750
LifePro Asset Management
California
-$2.55M -22,191 Closed