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iShares 20+ Year Treasury Bond ETF

869 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
726
Benjamin F. Edwards & Company
Missouri
$184K -$65.6K -632 -26%
OSAM
727
O'Shaughnessy Asset Management
Connecticut
$180K +$4.15K +40 +2%
MTIM
728
Marathon Trading Investment Management
Pennsylvania
$175K +$176K +1,700 New
WTA
729
Washington Trust Advisors
Massachusetts
$174K +$15.7K +151 +10%
AWM
730
Avior Wealth Management
Nebraska
$172K -$34.2K -330 -17%
FPB
731
First PREMIER Bank
South Dakota
$156K +$55.5K +535 +54%
AP
732
Advisors Preferred
Maryland
$153K +$31.1K +300 +25%
HBW
733
Hazlett, Burt & Watson
West Virginia
$151K +$152K +1,463 New
TF
734
TimeScale Financial
Massachusetts
$149K +$139K +1,341 +1,277%
PFBT
735
Parkside Financial Bank & Trust
Missouri
$148K +$33.8K +326 +29%
RP
736
Rice Partnership
Hawaii
$148K +$7.37K +71 +5%
TIM
737
Tortoise Investment Management
New York
$139K
WWP
738
WR Wealth Planners
Missouri
$135K +$2.28K +22 +2%
HI
739
Horizon Investments
North Carolina
$123K -$36.9K -356 -23%
PPC
740
Park Place Capital
Alabama
$120K +$27.3K +263 +29%
FA
741
Fiduciary Alliance
South Carolina
$114K +$115K +1,109 New
FDCDDQ
742
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K -$92.4K -891 -46%
MA
743
Montag & Associates
Georgia
$107K +$108K +1,038 New
CT
744
Colonial Trust
South Carolina
$99.5K +$10.2K +98 +11%
RFA
745
Resurgent Financial Advisors
Georgia
$95.3K +$12.6K +121 +15%
TCPG
746
Trivant Custom Portfolio Group
California
$95.2K +$24.4K +235 +34%
PGAM
747
Princeton Global Asset Management
New Jersey
$92.6K
CT
748
Cambridge Trust
Massachusetts
$90.2K
CWC
749
Carolinas Wealth Consulting
North Carolina
$88.4K +$5.08K +49 +6%
NG
750
NWK Group
California
$86.6K +$1.35K +13 +2%