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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
801
Transamerica Financial Advisors
Florida
$162K -$11.3M -127,277 -99%
MA
802
Montag & Associates
Georgia
$162K +$69.7K +786 +76%
LFA
803
LGT Financial Advisors
Texas
$160K +$95.2K +1,073 +146%
LFG
804
Larson Financial Group
Missouri
$156K +$106K +1,197 +214%
NRC
805
New Republic Capital
North Carolina
$154K +$131K +1,477 +581%
HBW
806
Hazlett, Burt & Watson
West Virginia
$150K +$19.4K +217 +15%
RP
807
Rice Partnership
Hawaii
$145K +$17.6K +198 +14%
SOS
808
Silver Oak Securities
Tennessee
$143K -$227K -2,563 -61%
AWM
809
Avior Wealth Management
Nebraska
$143K -$5.24K -59 -4%
PB
810
Pinnacle Bancorp
Nebraska
$138K +$110K +1,236 +392%
PFBT
811
Parkside Financial Bank & Trust
Missouri
$134K +$6.47K +73 +5%
OSAM
812
O'Shaughnessy Asset Management
Connecticut
$128K -$27.3K -308 -18%
NFSG
813
Newbridge Financial Services Group
Florida
$127K -$187K -2,107 -59%
TCPG
814
Trivant Custom Portfolio Group
California
$126K +$44.3K +500 +54%
FPB
815
First PREMIER Bank
South Dakota
$120K -$14.3K -162 -11%
PWMG
816
Provence Wealth Management Group
California
$112K +$112K +1,258 New
CIA
817
Cape Investment Advisory
Georgia
$97.7K +$95.3K +1,074 +3,836%
NS
818
NBC Securities
Alabama
$97K +$97K +1,100 New
SSB
819
Sandy Spring Bank
Maryland
$96.1K +$23.6K +266 +33%
AP
820
Advisors Preferred
Maryland
$95.6K -$34.8K -400 -27%
HFM
821
Hartford Financial Management
Connecticut
$87.5K +$87.5K +987 New
Bank Julius Baer & Co
822
Bank Julius Baer & Co
Switzerland
$86K +$86K +972 New
CT
823
Colonial Trust
South Carolina
$84.7K -$1.06K -12 -1%
CWC
824
Carolinas Wealth Consulting
North Carolina
$82.8K +$11K +132 +15%
PGAM
825
Princeton Global Asset Management
New Jersey
$79.8K