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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$1.37B
4
Citigroup
Citigroup
New York
$610M
5
UBS Group
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$210M
2
SWG
Summit Wealth Group
Vermont
$2.04M
3
AWM
AE Wealth Management
Kansas
$122M
4
PP
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
776
Glass Jacobson Investment Advisors
Maryland
$38.5K +$38.5K +374 New
HDIM
777
Hanson & Doremus Investment Management
Vermont
$36K – – –
IRC
778
Investors Research Corp
Georgia
$35.3K – – –
OFG
779
Oxford Financial Group
Indiana
$35.1K -$9.06K -88 -21%
FFA
780
Founders Financial Alliance
North Carolina
$35K +$7.82K +76 +29%
PA
781
PSI Advisors
Florida
$34K +$15K +146 +79%
AF
782
Arrow Financial
New York
$33.8K +$24.7K +240 +273%
SIS
783
Strategic Investment Solutions
Illinois
$33.5K -$81.9K -795 -71%
PB
784
Pinnacle Bancorp
Nebraska
$32.4K +$32.4K +315 New
FWM
785
Focused Wealth Management
New York
$31.9K – – –
KTC
786
Kistler-Tiffany Companies
Pennsylvania
$31.4K +$23.1K +224 +277%
AAP
787
Arax Advisory Partners
Colorado
$30.7K +$1.55K +15 +5%
ODG
788
O'Dell Group
Ohio
$29.6K +$29.6K +288 New
TAM
789
Tucker Asset Management
Colorado
$28.7K +$2.47K +24 +9%
FA
790
Faithward Advisors
Pennsylvania
$28.5K -$8.11K -85 -22%
LWCFA
791
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.5K +$28.5K +277 New
IGWM
792
ICA Group Wealth Management
Colorado
$27.8K +$27.8K +270 New
BWAM
793
Boyd Watterson Asset Management
Ohio
$27.8K +$27.8K +270 New
LCM
794
Logan Capital Management
Pennsylvania
$27.8K +$27.8K +270 New
CIAS
795
Capital Investment Advisory Services
North Carolina
$27.3K – – –
GIA
796
GHP Investment Advisors
Colorado
$27.3K +$5.72K +60 +27%
BWL
797
Bogart Wealth LLC
Virginia
$26.4K +$16.1K +156 +156%
NRC
798
New Republic Capital
North Carolina
$26.1K +$26.1K +254 New
AIC
799
Archer Investment Corporation
Indiana
$25.7K – – –
AF
800
Advisornet Financial
Minnesota
$22.7K +$2.06K +20 +10%
30 31
32
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