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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,092 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 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.89B
2
Bank of America
Bank of America
North Carolina
+$800M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$385M
4
AAS
Annex Advisory Services
Wisconsin
+$231M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$142M

Top Sellers

1
Jane Street
Jane Street
New York
-$700M
2
GC
GFG Capital
Florida
-$674M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$317M
4
Morgan Stanley
Morgan Stanley
New York
-$293M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
726
Choreo LLC
Illinois
$612K +$313K +3,453 +105%
KA
727
Kovack Advisors
Florida
$612K +$612K +6,663 New
FEM
728
Fulcrum Equity Management
Texas
$606K +$606K +6,600 New
NG
729
Norden Group
Utah
$605K -$1.6M -17,428 -73%
UAS
730
United Asset Strategies
New York
$602K -$22.1K -241 -4%
EGA
731
Eagle Global Advisors
Texas
$598K -$18.4K -200 -3%
IIA
732
IPG Investment Advisors
California
$596K +$110K +1,203 +23%
AWS
733
Aspen Wealth Strategies
Colorado
$596K -$8.67K -92 -1%
CAM
734
Concorde Asset Management
Michigan
$593K +$50.1K +546 +9%
LFA
735
LGT Financial Advisors
Texas
$591K +$102K +1,108 +21%
SFG
736
Sovereign Financial Group
Connecticut
$590K +$131K +1,428 +29%
NFSG
737
Newbridge Financial Services Group
Florida
$585K -$303K -3,298 -34%
EWA
738
EP Wealth Advisors
California
$583K -$159K -1,732 -21%
MPW
739
MA Private Wealth
California
$581K -$2.24M -24,371 -79%
WFA
740
Wade Financial Advisory
California
$576K +$84.2K +918 +17%
APC
741
Aspire Private Capital
North Carolina
$574K +$81.4K +887 +17%
FFS
742
Founders Financial Securities
Maryland
$571K -$77.8K -848 -12%
SOS
743
Silver Oak Securities
Tennessee
$569K +$30.2K +329 +6%
D
744
Dentgroup
Louisiana
$567K +$80.1K +873 +16%
SI
745
Saxon Interests
Texas
$562K +$124K +1,355 +28%
BB
746
Burford Brothers
Texas
$559K -$96.2K -1,048 -15%
RBA
747
Richard Bernstein Advisors
New York
$559K -$49.5K -539 -8%
IC
748
IEQ Capital
California
$558K +$330K +3,591 +144%
EAM
749
Empirical Asset Management
Massachusetts
$557K +$86.3K +940 +18%
CCM
750
Coldstream Capital Management
Washington
$554K +$133K +1,451 +32%
28 29
30
31 32