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iShares 20+ Year Treasury Bond ETF

697 hedge funds and large institutions have $14.9B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 240 increasing their positions, 230 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 107

35% more call options, than puts

Call options by funds: $7.27B | Put options by funds: $5.4B

16% more funds holding in top 10

Funds holding in top 10: 6879 (+11)

6% more funds holding

Funds holding: 659697 (+38)

4% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 230

8.24% less ownership

Funds ownership: 83.06%74.82% (-8.2%)

9% less capital invested

Capital invested by funds: $16.3B → $14.9B (-$1.39B)

Holders
697
Holders Change
+38
Holders Change %
+5.77%
% of All Funds
11.74%
Holding in Top 10
79
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.18%
% of All Funds
1.33%
New
156
Increased
240
Reduced
230
Closed
107
Calls
$7.27B
Puts
$5.4B
Net Calls
+$1.87B
Net Calls Change
+$1.6B
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
751
Chemistry Wealth Management
New York
-$359K -2,717 Closed
AR
752
Apeiron RIA
Texas
-$343K -2,711 Closed
PCS
753
Personal CFO Solutions
New Jersey
-$343K -2,594 Closed
CFS
754
CRA Financial Services
New Jersey
-$331K -2,508 Closed
BIP
755
Blueprint Investment Partners
North Carolina
-$326K -2,488 Closed
CCM
756
Ciovacco Capital Management
Georgia
-$320K -2,425 Closed
LJAC
757
L.J. Altfest & Co
New York
-$313K -2,369 Closed
RIA
758
Richwood Investment Advisors
Ohio
-$276K -2,090 Closed
WCM
759
Windham Capital Management
Massachusetts
-$271K -2,054 Closed
OPWM
760
Oxinas Partners Wealth Management
Indiana
-$267K -2,019 Closed
CP
761
Coho Partners
Pennsylvania
-$266K -2,014 Closed
MW
762
Marcum Wealth
Ohio
-$266K -2,014 Closed
FTA
763
Financial & Tax Architects
Missouri
-$248K -1,876 Closed
FWP
764
Firethorn Wealth Partners
Georgia
-$246K -1,865 Closed
OFG
765
OmniStar Financial Group
North Carolina
-$226K -1,716 Closed
CIA
766
Capital Investment Advisors
Georgia
-$225K -1,702 Closed
KWS
767
Keystone Wealth Services
California
-$224K -1,695 Closed
MWM
768
Meridian Wealth Management
Kentucky
-$220K -1,666 Closed
BJL
769
Brighton Jones LLC
Washington
-$217K -1,643 Closed
CCM
770
Condor Capital Management
New Jersey
-$212K -1,602 Closed
SFI
771
SPC Financial Inc
Maryland
-$211K -1,594 Closed
TPWM
772
Twelve Points Wealth Management
Massachusetts
-$210K -1,590 Closed
AC
773
Avestar Capital
New York
-$207K -1,565 Closed
MCM
774
Monarch Capital Management
Indiana
-$206K -1,560 Closed
RJTCONH
775
Raymond James Trust Company of New Hampshire
New Hampshire
-$206K -1,557 Closed