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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
FFA
801
Fragasso Financial Advisors
Pennsylvania
$425K +$4.28K +47 +1%
GHAM
802
Gilman Hill Asset Management
Connecticut
$422K -$200K -2,200 -32%
AT
803
American Trust
Kentucky
$421K +$4.83K +53 +1%
PWM
804
Power Wealth Management
Georgia
$417K -$289K -3,171 -41%
OP
805
ORG Partners
Indiana
$414K +$419K +4,599 New
FHA
806
Flagship Harbor Advisors
Massachusetts
$412K -$1.09M -11,973 -73%
CWA
807
Clarus Wealth Advisors
Arizona
$410K -$41.1K -451 -9%
HWM
808
HB Wealth Management
Georgia
$409K -$2.97M -32,634 -88%
WCG
809
Weaver Consulting Group
California
$409K +$66K +724 +19%
SEIA
810
Signature Estate & Investment Advisors
California
$408K +$405K +4,444 New
HA
811
Herold Advisors
New York
$403K +$72.4K +795 +22%
SP
812
Sequent Planning
Nebraska
$400K -$10.3K -113 -2%
DBRC
813
D.B. Root & Company
Pennsylvania
$397K +$9.11K +100 +2%
TPWA
814
TRUE Private Wealth Advisors
Oregon
$397K -$30.4K -334 -7%
LW
815
Lauer Wealth
Indiana
$396K -$5.51M -60,493 -93%
RCA
816
Ranch Capital Advisors
Florida
$396K +$176K +1,929 +81%
DWT
817
Dorsey & Whitney Trust
South Dakota
$392K
CIA
818
Capital Investment Advisors
Georgia
$388K +$57.6K +632 +18%
CT
819
Caldwell Trust
Florida
$387K
JWCA
820
J.W. Cole Advisors
Florida
$383K -$164K -1,805 -30%
AA
821
Advisory Alpha
Michigan
$379K -$4.35M -47,750 -92%
UAG
822
United Advisor Group
Ohio
$379K +$61.7K +677 +20%
FAG
823
Fortitude Advisory Group
Washington
$378K -$420K -4,605 -53%
LMKC
824
L.M. Kohn & Company
Ohio
$378K -$38.3K -420 -9%
RPCA
825
Running Point Capital Advisors
California
$377K -$39.6K -435 -10%