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iShares 20+ Year Treasury Bond ETF

1,092 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M
Name Holding Trade Value Shares
Change
Shares
Change %
IIC
751
Integrated Investment Consultants
Michigan
$552K
QOP
752
Quinn Opportunity Partners
Virginia
$551K +$551K +6,001 New
LIA
753
LifePlan Investment Advisors
North Carolina
$546K +$43.9K +478 +9%
W
754
WPWealth
Texas
$541K
FWM
755
Foguth Wealth Management
Michigan
$541K -$28.7K -313 -5%
LAM
756
Lewis Asset Management
California
$539K +$23K +251 +4%
FA
757
Forefront Analytics
Pennsylvania
$539K +$48.7K +531 +10%
VPP
758
Vertex Planning Partners
Illinois
$536K +$2.66K +29 +0.5%
RFC
759
Regions Financial Corp
Alabama
$520K -$6.79K -74 -1%
Lazard Asset Management
760
Lazard Asset Management
New York
$511K -$473K
PA
761
Parallel Advisors
California
$510K -$18.3K -199 -3%
DA
762
Dover Advisors
Virginia
$508K -$61.5K -670 -11%
CAWM
763
Capital Advisors Wealth Management
Washington
$508K +$175K +1,907 +53%
IFA
764
Interactive Financial Advisors
Illinois
$508K +$2.39K +26 +0.5%
RIG
765
RiverFront Investment Group
Virginia
$507K -$236K -2,575 -32%
MFGM
766
Marshall Financial Group (Maryland)
Maryland
$505K -$152K -1,653 -23%
EWA
767
Etesian Wealth Advisors
Oregon
$504K +$504K +5,492 New
Lido Advisors
768
Lido Advisors
California
$499K +$47K +512 +10%
Luther King Capital Management (LKCM)
769
Luther King Capital Management (LKCM)
Texas
$499K -$514K
TA
770
TruWealth Advisors
Louisiana
$499K -$456K -4,971 -48%
SFP
771
Shepherd Financial Partners
Massachusetts
$497K -$399K -4,352 -45%
AGA
772
Arkos Global Advisors
Texas
$496K +$496K +5,406 New
APW
773
Aurora Private Wealth
New Jersey
$493K -$69.4K -756 -12%
AL
774
ACAS LLC
California
$492K +$115K +1,213 +31%
SWP
775
Strategic Wealth Partners
Ohio
$490K -$158K -1,725 -24%