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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
SC
751
Shay Capital
New York
$777K -$17.4K -180 -2%
CAWM
752
Capital Advisors Wealth Management
Washington
$774K +$227K +2,355 +43%
AA
753
Auxano Advisors
Washington
$773K +$7.23K +75 +1%
MCCA
754
Mill Creek Capital Advisors
Pennsylvania
$765K -$10.4M -107,768 -93%
LPT
755
Legacy Private Trust
Wisconsin
$758K +$37.4K +388 +5%
NCFG
756
New Century Financial Group
New Jersey
$752K -$68.5K -710 -8%
HBS
757
Howard Bailey Securities
Indiana
$752K +$739K +7,668 New
RCA
758
Ranch Capital Advisors
Florida
$752K +$324K +3,355 +78%
WP
759
WealthPLAN Partners
Nebraska
$746K -$696K -7,213 -49%
CSC
760
Caldwell Sutter Capital
California
$745K +$14.3K +148 +2%
MWM
761
Modera Wealth Management
New Jersey
$744K -$1.25K -13 -0.2%
LAM
762
LifePro Asset Management
California
$733K -$147K -1,527 -17%
TWP
763
Tempus Wealth Planning
California
$733K -$289K -2,994 -29%
BFP
764
Briaud Financial Planning
Texas
$732K
D
765
Dentgroup
Louisiana
$726K +$118K +1,222 +20%
MYIA
766
Mount Yale Investment Advisors
Colorado
$725K -$235K -2,442 -25%
IPW
767
Invictus Private Wealth
Colorado
$723K -$26.6K -276 -4%
IIC
768
Integrated Investment Consultants
Michigan
$720K +$145K +1,501 +26%
PTC
769
Private Trust Company
Ohio
$713K +$310K +3,217 +80%
IIA
770
IPG Investment Advisors
California
$708K +$69.8K +724 +11%
DA
771
Dover Advisors
Virginia
$704K +$158K +1,640 +30%
CAM
772
Concorde Asset Management
Michigan
$696K +$61.5K +638 +10%
MWM
773
Mosley Wealth Management
California
$689K +$9.93K +103 +1%
CMTU
774
Capital Markets Trading (UK)
United Kingdom
$680K -$484K -5,019 -42%
FW
775
FullCircle Wealth
Texas
$675K -$107K -1,106 -13%