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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

772 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 305 increasing their positions, 233 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+41
Holders Change %
+5.61%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.36%
New
179
Increased
305
Reduced
233
Closed
120
Calls
$8.62B
Puts
$4.86B
Net Calls
+$3.76B
Net Calls Change
-$683M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.82B
2
Morgan Stanley
Morgan Stanley
New York
$2.87B
3
UBS Group
UBS Group
Switzerland
$532M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$528M
5
Goldman Sachs
Goldman Sachs
New York
$392M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$29.5M
2
Jane Street
Jane Street
New York
$13M
3
Citadel Advisors
Citadel Advisors
Florida
$181M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
751
Bartlett & Co Wealth Management
Ohio
$2.79K -$1.59K -16 -36%
SBL
752
Sargent Bickham Lagudis
Colorado
$2.79K -$299 -3 -10%
CB
753
Centennial Bank
Arkansas
$2.79K +$2.79K +28 New
AIA
754
Armor Investment Advisors
North Carolina
$2.49K +$2.49K +25 New
FCA
755
Fortis Capital Advisors
Kansas
$2.29K +$2.29K +23 New
AWM
756
Abound Wealth Management
Tennessee
$1.99K +$1.99K +20 New
LWP
757
Lumature Wealth Partners
Georgia
$1.89K -$2.89K -29 -60%
GWSA
758
Global Wealth Strategies & Associates
Colorado
$1.79K +$1.79K +18 New
PS
759
PayPay Securities
Japan
$1.39K +$1.39K +14 New
WIM
760
Westside Investment Management
California
$1.32K +$95 +952 +8%
CWA
761
Clearview Wealth Advisors
Oregon
$1.2K -$10.2K -102 -89%
TCWA
762
Ten Capital Wealth Advisors
Washington
$1.1K – – –
GCS
763
Gordian Capital (Singapore)
Singapore
$1K -$99K -99 -99%
SCA
764
Stonebridge Capital Advisors
Minnesota
$996 +$996 +10 New
LOIP
765
Live Oak Investment Partners
Texas
$896 – – –
FCA
766
FinTrust Capital Advisors
South Carolina
$697 – – –
DWA
767
Dougherty Wealth Advisers
Minnesota
$697 – – –
HCP
768
Hexagon Capital Partners
Arkansas
$597 – – –
CA
769
Crewe Advisors
Utah
$597 +$597 +6 New
WFA
770
West Financial Advisors
Iowa
$398 +$398 +4 New
CSPAM
771
Cary Street Partners Asset Management
Virginia
$398 +$398 +4 New
VCM
772
Versant Capital Management
Arizona
$299 -$3.79K -38 -93%
GWANC
773
Guardian Wealth Advisors (North Carolina)
North Carolina
$199 – – –
Parallax Volatility Advisers
774
Parallax Volatility Advisers
California
$100 -$68.7M -686,598 -100%
AC
775
AlphaCore Capital
California
$100 -$6.6K -66 -99%
29 30
31
32 33