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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
726
Gateway Wealth Partners
Wisconsin
$734K +$148K +1,699 +25%
HA
727
Helium Advisors
Washington
$733K +$733K +8,388 New
SAMC
728
Spectrum Asset Management (California)
California
$731K – – –
TWP
729
Tempus Wealth Planning
California
$729K +$77K +882 +12%
MOS
730
MGO One Seven
Ohio
$724K -$717K -8,208 -50%
CC
731
Copperleaf Capital
North Carolina
$723K -$153K -1,752 -17%
CTC
732
Central Trust Company
Missouri
$718K -$284K -3,248 -28%
GSIAS
733
Garden State Investment Advisory Services
New Jersey
$713K -$427K -4,871 -37%
CWA
734
Clearview Wealth Advisors
Oregon
$710K -$83.4K -955 -11%
RIA
735
Realta Investment Advisors
Delaware
$708K +$315K +3,605 +80%
CAM
736
Concorde Asset Management
Michigan
$703K +$83.1K +951 +13%
MPW
737
MA Private Wealth
California
$702K +$148K +1,692 +27%
BWMG
738
Barnes Wealth Management Group
California
$702K +$702K +8,033 New
RW
739
Regimen Wealth
Georgia
$701K -$119K -1,365 -15%
RFN
740
RDA Financial Network
Iowa
$700K +$107K +1,228 +18%
DCM
741
Dudley Capital Management
Virginia
$698K -$383K -4,385 -35%
BB
742
Burford Brothers
Texas
$689K +$183K +2,097 +36%
BWA
743
Bestgate Wealth Advisors
Maryland
$687K +$687K +7,871 New
BWA
744
BCU Wealth Advisors
Illinois
$675K +$118K +1,353 +21%
WP
745
WealthPLAN Partners
Nebraska
$673K +$8.38K +96 +1%
T
746
Tidemark
California
$671K +$669K +7,659 +31,913%
VWA
747
Visionary Wealth Advisors
Illinois
$669K -$1.49M -17,085 -69%
SF
748
Slagle Financial
Illinois
$668K -$70K -802 -9%
LPT
749
Legacy Private Trust
Wisconsin
$667K -$8.3K -95 -1%
DL
750
DOHJ LLC
Washington
$664K +$215K +2,463 +48%
28 29
30
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