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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
776
Carmichael Hill & Associates
Maryland
$557K +$557K +5,631 New
LA
777
Lifeworks Advisors
Michigan
$554K +$554K +5,601 New
CAM
778
Concorde Asset Management
Michigan
$547K +$202K +2,047 +59%
SFG
779
Sovereign Financial Group
Connecticut
$545K +$65.9K +666 +14%
CCM
780
Coldstream Capital Management
Washington
$545K +$545K +5,510 New
SWP
781
Strategic Wealth Partners
Ohio
$544K -$34.6K -350 -6%
YDMI
782
Y.D. More Investments
Israel
$544K +$544K +5,500 New
WC
783
Waterloo Capital
Texas
$534K +$534K +5,405 New
FHB
784
First Hawaiian Bank
Hawaii
$529K +$529K +5,350 New
WI
785
Wedgewood Investors
Pennsylvania
$529K +$529K +5,346 New
VPP
786
Vertex Planning Partners
Illinois
$522K +$92.5K +935 +22%
DACS
787
Dymon Asia Capital (Singapore)
Singapore
$519K +$519K +5,250 New
BCA
788
Bay Colony Advisors
Massachusetts
$514K -$1.11M -11,241 -68%
WWP
789
WR Wealth Planners
Missouri
$498K -$93.7K -948 -16%
LSA
790
Lansing Street Advisors
Pennsylvania
$495K +$495K +5,004 New
FGA
791
Fortis Group Advisors
New Jersey
$493K +$532 +5 +0.1%
VAS
792
Vestmark Advisory Solutions
Massachusetts
$492K +$492K +4,974 New
IWN
793
Independent Wealth Network
Iowa
$485K +$229K +2,315 +89%
RB
794
Renasant Bank
Mississippi
$478K +$156K +1,581 +49%
VCWA
795
Vanguard Capital Wealth Advisors
Colorado
$476K -$31.8K -322 -6%
FFWM
796
Future Financial Wealth Management
Ohio
$475K +$475K +4,800 New
BG
797
Benedetti & Gucer
Georgia
$470K -$361K -3,646 -43%
WFA
798
Wade Financial Advisory
California
$469K +$396 +4 +0.1%
DWT
799
Dorsey & Whitney Trust
South Dakota
$469K -$112K -1,129 -19%
RPCA
800
Running Point Capital Advisors
California
$468K -$417K -4,214 -47%