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iShares 20+ Year Treasury Bond ETF

1,103 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 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
776
TruWealth Advisors
Louisiana
$499K -$453K -4,971 -48%
SFP
777
Shepherd Financial Partners
Massachusetts
$497K -$397K -4,352 -45%
AGA
778
Arkos Global Advisors
Texas
$496K +$493K +5,406 New
APW
779
Aurora Private Wealth
New Jersey
$493K -$68.9K -756 -12%
AL
780
ACAS LLC
California
$492K +$111K +1,213 +31%
SWP
781
Strategic Wealth Partners
Ohio
$490K -$157K -1,725 -24%
PS
782
Principal Securities
Iowa
$489K +$54.9K +603 +13%
WI
783
Wedgewood Investors
Pennsylvania
$481K +$478K +5,241 New
MFG
784
Magnus Financial Group
New York
$478K +$474K +5,205 New
MSFS
785
Main Street Financial Solutions
Pennsylvania
$475K -$283K -3,106 -37%
HIM
786
Hanlon Investment Management
New Jersey
$474K -$2.42M -26,568 -84%
LFAS
787
Level Four Advisory Services
Texas
$468K -$11M -120,372 -96%
GAA
788
Global Assets Advisory
Florida
$464K -$38.6M -423,449 -99%
RIA
789
Realta Investment Advisors
Delaware
$459K +$394K +4,326 +636%
WSWA
790
Warren Street Wealth Advisors
California
$459K +$200K +2,200 +79%
FFP
791
Forbes Financial Planning
Rhode Island
$456K +$166K +1,823 +58%
MWS
792
Maxwell Wealth Strategies
California
$450K +$11.3K +124 +3%
TFGT
793
TS Financial Group (TSFG)
Illinois
$445K +$54.7K +600 +14%
EWA
794
EverSource Wealth Advisors
Alabama
$437K +$252K +2,764 +150%
BA
795
Ballast Advisors
Minnesota
$432K +$26K +285 +6%
SWM
796
SeaCrest Wealth Management
New York
$432K +$42.5K +466 +11%
FWM
797
Fonville Wealth Management
Virginia
$431K
LWA
798
Lantern Wealth Advisors
New York
$431K +$71.6K +786 +20%
WFA
799
WMG Financial Advisors
Tennessee
$431K -$228K -2,500 -35%
CP
800
Canopy Partners
Ohio
$429K +$41.1K +451 +11%