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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,092 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 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.89B
2
Bank of America
Bank of America
North Carolina
+$800M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$385M
4
AAS
Annex Advisory Services
Wisconsin
+$231M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$142M

Top Sellers

1
Jane Street
Jane Street
New York
-$700M
2
GC
GFG Capital
Florida
-$674M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$317M
4
Morgan Stanley
Morgan Stanley
New York
-$293M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
801
HB Wealth Management
Georgia
$409K -$3M -32,634 -88%
WCG
802
Weaver Consulting Group
California
$409K +$66.4K +724 +19%
SEIA
803
Signature Estate & Investment Advisors
California
$408K +$408K +4,444 New
HA
804
Herold Advisors
New York
$403K +$73K +795 +22%
SP
805
Sequent Planning
Nebraska
$400K -$10.2K -113 -2%
DBRC
806
D.B. Root & Company
Pennsylvania
$397K +$9.18K +100 +2%
TPWA
807
TRUE Private Wealth Advisors
Oregon
$397K -$30.7K -334 -7%
LW
808
Lauer Wealth
Indiana
$396K -$5.66M -60,493 -93%
RCA
809
Ranch Capital Advisors
Florida
$396K +$177K +1,929 +81%
DWT
810
Dorsey & Whitney Trust
South Dakota
$392K – – –
CIA
811
Capital Investment Advisors
Georgia
$388K +$58K +632 +18%
JWCA
812
J.W. Cole Advisors
Florida
$383K -$166K -1,805 -30%
AA
813
Advisory Alpha
Michigan
$379K -$4.38M -47,750 -92%
UAG
814
United Advisor Group
Ohio
$379K +$62.1K +677 +20%
FAG
815
Fortitude Advisory Group
Washington
$378K -$423K -4,605 -53%
LMKC
816
L.M. Kohn & Company
Ohio
$378K -$38.5K -420 -9%
RPCA
817
Running Point Capital Advisors
California
$377K -$39.9K -435 -10%
VA
818
Valmark Advisers
Ohio
$373K +$373K +4,063 New
PTC
819
Private Trust Company
Ohio
$371K +$67.6K +737 +22%
CPC
820
Consolidated Planning Corp
Georgia
$370K -$33.7M -367,067 -99%
CFS
821
Coordinated Financial Services
Colorado
$369K +$44.4K +484 +14%
TI
822
TrueMark Investments
Illinois
$369K +$369K +4,020 New
PPC
823
Park Place Capital
Alabama
$369K -$198K -2,159 -35%
OAS
824
Optivise Advisory Services
Tennessee
$367K +$367K +3,997 New
PP
825
Patten & Patten
Tennessee
$366K +$18.1K +197 +5%
31 32
33
34 35