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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 %
EAM
776
Empirical Asset Management
Massachusetts
$567K +$24.1K +276 +4%
WA
777
Westfuller Advisors
New York
$566K -$11.4K -130 -2%
FAM
778
Frontier Asset Management
Wyoming
$565K -$1.08M -12,423 -66%
ISFAN
779
Investor's Fiduciary Advisor Network
Washington
$562K +$562K +6,444 New
BIG
780
Bush Investment Group
Georgia
$561K +$48.5K +555 +9%
AWM
781
Alterna Wealth Management
Texas
$561K -$220K -2,524 -28%
RIG
782
RiverFront Investment Group
Virginia
$560K +$81.2K +930 +17%
BMCM
783
Bryn Mawr Capital Management
Pennsylvania
$559K +$372K +4,262 +199%
NG
784
Norden Group
Utah
$559K -$2.46M -28,180 -81%
FFA
785
Florida Financial Advisors
Florida
$555K +$88.3K +1,011 +19%
SWM
786
Shelton Wealth Management
Texas
$553K -$4.37M -50,005 -89%
CCM
787
Crabel Capital Management
California
$550K -$2.58M -29,556 -82%
UAS
788
United Asset Strategies
New York
$549K -$17.4K -199 -3%
SWM
789
SeaCrest Wealth Management
New York
$548K +$149K +1,707 +37%
BCM
790
BluePointe Capital Management
California
$543K -$469K -5,372 -46%
BOC
791
Blue Oak Capital
California
$542K +$542K +6,203 New
FEM
792
Fulcrum Equity Management
Texas
$541K -$28.6K -328 -5%
WAL
793
W Advisors LLC
Tennessee
$536K +$8.38K +96 +2%
Schroder Investment Management Group
794
Schroder Investment Management Group
United Kingdom
$536K – – –
DBRC
795
D.B. Root & Company
Pennsylvania
$535K +$535K +6,127 New
KFGK
796
Keystone Financial Group (Kentucky)
Kentucky
$532K +$201K +2,303 +61%
LWA
797
Lantern Wealth Advisors
New York
$532K -$29.5K -338 -5%
MIA
798
MMBG Investment Advisors
Florida
$531K – – –
SFG
799
Stonebridge Financial Group
Pennsylvania
$529K +$529K +6,059 New
GSWM
800
Golden State Wealth Management
California
$529K +$529K +6,052 New
30 31
32
33 34