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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
751
Advisors Asset Management
Colorado
$659K +$198K +2,269 +43%
AQR Capital Management
752
AQR Capital Management
Connecticut
$658K +$59.9K +686 +10%
WFA
753
Wade Financial Advisory
California
$657K +$75.5K +864 +13%
BFP
754
Briaud Financial Planning
Texas
$656K +$6.11K +70 +0.9%
PCM
755
Ping Capital Management
New York
$655K +$655K +7,500 New
PFGIA
756
Patriot Financial Group Insurance Agency
Massachusetts
$647K +$70.7K +809 +12%
TIAM2
757
Tru Independence Asset Management 2
Oregon
$645K +$118K +1,349 +22%
FTS
758
Fifth Third Securities
Ohio
$638K -$4.29M -49,081 -87%
AFO
759
Aurelius Family Office
New Hampshire
$638K +$638K +7,308 New
LSIA
760
LaSalle St. Investment Advisors
Illinois
$638K -$1.06M -12,109 -62%
FYW
761
Future You Wealth
New York
$634K +$634K +7,265 New
PWPS
762
Pinnacle Wealth Planning Services
Ohio
$629K +$629K +7,208 New
RWA
763
Rooted Wealth Advisors
Illinois
$627K +$51.7K +602 +9%
BCMLT
764
Beacon Capital Management LLC (Tennessee)
Tennessee
$627K -$9.08M -103,955 -94%
FWM
765
Fonville Wealth Management
Virginia
$620K +$210K +2,400 +51%
WAP
766
Wealthcare Advisory Partners
Pennsylvania
$618K -$305K -3,490 -33%
KA
767
Kovack Advisors
Florida
$597K +$20.9K +239 +4%
PAMG
768
Patton Albertson Miller Group
Tennessee
$590K +$590K +6,760 New
RFP
769
RCS Financial Planning
Maryland
$588K +$2.27K +26 +0.4%
MYIA
770
Mount Yale Investment Advisors
Colorado
$586K -$59.6K -682 -9%
CICI
771
Capital Investment Counsel Inc
North Carolina
$581K +$581K +6,650 New
AA
772
Armis Advisers
Georgia
$580K +$580K +6,645 New
M
773
MATAURO
New York
$578K +$578K +6,616 New
TPA
774
Trivium Point Advisory
Connecticut
$578K -$49.3K -564 -8%
AIM
775
Advyzon Investment Management
Illinois
$574K +$574K +6,578 New
29 30
31
32 33