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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
JAWM
726
J. Arnold Wealth Management
Ohio
$699K -$230K -2,318 -25%
AA
727
Ancora Advisors
Ohio
$695K -$1.06M -10,690 -60%
LPP
728
Life Planning Partners
Florida
$694K +$694K +7,015 New
SF
729
Synovus Financial
Georgia
$691K -$6.15M -62,218 -90%
MFGM
730
Marshall Financial Group (Maryland)
Maryland
$687K +$687K +6,947 New
BW
731
Bison Wealth
Georgia
$687K +$285K +2,883 +71%
ATPW
732
Ashton Thomas Private Wealth
Arizona
$684K +$684K +6,920 New
TA
733
TruWealth Advisors
Louisiana
$682K +$682K +6,897 New
CP
734
Canopy Partners
Ohio
$679K +$679K +6,868 New
CWA
735
Clearview Wealth Advisors
Oregon
$678K +$75.8K +767 +13%
VWWMG
736
Vermillion & White Wealth Management Group
Pennsylvania
$678K +$678K +6,853 New
WI
737
Wintrust Investments
Illinois
$676K -$1.59M -16,044 -70%
BPA
738
Beacon Pointe Advisors
California
$675K +$288K +2,913 +75%
MGIA
739
Moneta Group Investment Advisors
Missouri
$671K +$671K +6,787 New
UAS
740
United Asset Strategies
New York
$670K +$194K +1,964 +41%
BB
741
Burford Brothers
Texas
$664K +$664K +6,720 New
EGA
742
Eagle Global Advisors
Texas
$664K +$23.7K +240 +4%
EFG
743
Ehrlich Financial Group
California
$661K +$661K +6,690 New
CAP
744
Columbia Advisory Partners
Washington
$661K +$661K +6,689 New
BIG
745
Bush Investment Group
Georgia
$654K +$654K +6,878 New
MAM
746
MMA Asset Management
Pennsylvania
$652K -$30.6K -309 -4%
SPI
747
Sutton Place Investors
New York
$649K +$84.3K +853 +15%
HWM
748
Heirloom Wealth Management
Colorado
$646K -$13.7M -138,178 -95%
HWM
749
HighMark Wealth Management
Minnesota
$645K +$645K +6,528 New
CSC
750
Caldwell Sutter Capital
California
$643K +$112K +1,129 +21%