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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
W
751
WPWealth
Texas
$557K -$184K -1,943 -25%
SOS
752
Silver Oak Securities
Tennessee
$555K -$514K -5,429 -48%
CAL
753
Capital Analysts LLC
Pennsylvania
$555K -$148K -1,561 -21%
IIC
754
Integrated Investment Consultants
Michigan
$552K +$552K +5,838 New
VPP
755
Vertex Planning Partners
Illinois
$550K +$51.2K +541 +10%
FFWM
756
Future Financial Wealth Management
Ohio
$549K +$94.6K +1,000 +21%
RWM
757
Revisor Wealth Management
Ohio
$546K +$546K +5,640 New
PA
758
Parallel Advisors
California
$544K -$239K -2,531 -31%
RFC
759
Regions Financial Corp
Alabama
$543K -$215K -2,273 -28%
OWA
760
Opal Wealth Advisors
New York
$538K -$349K -3,685 -39%
BWG
761
Boomfish Wealth Group
Georgia
$537K +$537K +5,674 New
TAM
762
Tucker Asset Management
Colorado
$533K +$501K +5,298 +1,577%
LAM
763
Lewis Asset Management
California
$532K +$87K +919 +20%
IFA
764
Interactive Financial Advisors
Illinois
$521K -$3.06M -32,386 -85%
LIA
765
LifePlan Investment Advisors
North Carolina
$518K -$68.3K -722 -12%
Luther King Capital Management (LKCM)
766
Luther King Capital Management (LKCM)
Texas
$514K -$2.3M
EWM
767
Edge Wealth Management
New York
$511K +$511K +5,400 New
APC
768
Aspire Private Capital
North Carolina
$507K +$139K +1,470 +38%
WFA
769
Wade Financial Advisory
California
$507K +$58.2K +615 +13%
TA
770
Tactive Advisors
Florida
$506K +$506K +5,350 New
FA
771
Forefront Analytics
Pennsylvania
$506K -$71.1K -751 -12%
LFA
772
LGT Financial Advisors
Texas
$504K +$152K +1,603 +43%
D
773
Dentgroup
Louisiana
$502K -$44.7K -472 -8%
IIA
774
IPG Investment Advisors
California
$500K +$500K +5,287 New
EC
775
Estate Counselors
Wisconsin
$499K +$499K +5,275 New