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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.7B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.45B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$720M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$714M
5
AssetMark Inc
AssetMark Inc
California
+$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$744M
3
Morgan Stanley
Morgan Stanley
New York
-$425M
4
Jane Street
Jane Street
New York
-$315M
5
AAS
Annex Advisory Services
Wisconsin
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
776
Westfuller Advisors
New York
$648K +$648K +6,606 New
SFG
777
Sovereign Financial Group
Connecticut
$648K +$17.1K +174 +3%
KA
778
Kovack Advisors
Florida
$647K -$6.28K -64 -1%
PFGIA
779
Patriot Financial Group Insurance Agency
Massachusetts
$647K -$100K -1,022 -13%
TPA
780
Trivium Point Advisory
Connecticut
$645K -$89.3K -994 -12%
FEM
781
Fulcrum Equity Management
Texas
$640K -$7.16K -73 -1%
UAS
782
United Asset Strategies
New York
$636K -$7.85K -80 -1%
RWA
783
Rooted Wealth Advisors
Illinois
$635K -$54.5K -575 -8%
LWA
784
Lantern Wealth Advisors
New York
$630K +$170K +1,728 +37%
BWA
785
BCU Wealth Advisors
Illinois
$625K -$95.2K -970 -13%
AWS
786
Aspen Wealth Strategies
Colorado
$625K +$4.61K +47 +0.7%
SEIA
787
Signature Estate & Investment Advisors
California
$624K +$188K +1,919 +43%
MPW
788
MA Private Wealth
California
$623K +$1.86K +19 +0.3%
SA
789
Stewardship Advisors
Pennsylvania
$617K -$96.1K -980 -13%
FFP
790
Forbes Financial Planning
Rhode Island
$612K +$124K +1,261 +25%
EAM
791
Empirical Asset Management
Massachusetts
$610K +$14.9K +152 +3%
LSA
792
Lion Street Advisors
Texas
$608K +$608K +6,202 New
AF
793
Allworth Financial
California
$608K -$258K -2,626 -30%
IC
794
Inscription Capital
Texas
$608K +$608K +6,193 New
AA
795
Advisory Alpha
Michigan
$603K +$198K +2,014 +49%
Schroder Investment Management Group
796
Schroder Investment Management Group
United Kingdom
$601K -$996K -10,100 -62%
PCM
797
Prelude Capital Management
New York
$600K -$798K -8,136 -57%
MIA
798
MMBG Investment Advisors
Florida
$597K +$374K +3,816 +168%
WAL
799
W Advisors LLC
Tennessee
$593K -$107K -1,091 -15%
FHA
800
Flagship Harbor Advisors
Massachusetts
$593K +$593K +6,043 New
30 31
32
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