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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 %
AFG
751
Atomi Financial Group
New York
$641K +$641K +6,485 New
BA
752
Ballast Advisors
Minnesota
$640K -$555K -5,617 -46%
CPRC
753
Consolidated Portfolio Review Corp
New York
$636K +$5.14K +52 +0.8%
AWS
754
Aspen Wealth Strategies
Colorado
$631K +$631K +6,384 New
SS
755
Simplicity Solutions
Minnesota
$622K -$104K -1,052 -14%
OP
756
ORG Partners
Indiana
$618K +$155K +1,571 +34%
TIM
757
Tortoise Investment Management
New York
$616K -$225K -2,275 -27%
AAG
758
Armstrong Advisory Group
Massachusetts
$614K +$614K +6,211 New
FFS
759
Founders Financial Securities
Maryland
$614K +$282K +2,853 +85%
LIA
760
LifePlan Investment Advisors
North Carolina
$613K +$89.3K +903 +17%
TFA
761
Tranquilli Financial Advisor
New Jersey
$611K +$611K +6,183 New
C1AG
762
Client 1st Advisory Group
Florida
$610K -$9.59K -97 -2%
APW
763
Aurora Private Wealth
New Jersey
$609K +$609K +6,157 New
KJHP
764
K.J. Harrison & Partners
Ontario, Canada
$606K +$606K +6,130 New
SC
765
Shay Capital
New York
$603K -$24.7K -250 -4%
FA
766
Forefront Analytics
Pennsylvania
$603K +$6.53K +66 +1%
CAS
767
Coppell Advisory Solutions
Texas
$601K +$555K +5,612 +1,197%
CNWM
768
Clay Northam Wealth Management
California
$595K +$595K +6,018 New
WEG
769
World Equity Group
Illinois
$595K -$187K -1,922 -24%
FAM
770
Family Asset Management
South Carolina
$592K +$397K +4,013 +203%
RWA
771
Rooted Wealth Advisors
Illinois
$589K +$589K +6,192 New
D
772
Dentgroup
Louisiana
$572K -$44.4K -449 -7%
VC
773
Vicus Capital
Pennsylvania
$571K +$571K +5,778 New
SFG
774
StrategIQ Financial Group
Indiana
$567K -$129K -1,302 -19%
TWP
775
Tempus Wealth Planning
California
$562K +$69.4K +702 +14%