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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 %
SI
801
Saxon Interests
Texas
$592K -$8.04K -82 -1%
TIAM2
802
Tru Independence Asset Management 2
Oregon
$592K +$592K +6,038 New
HA
803
Herold Advisors
New York
$592K +$161K +1,644 +37%
SA
804
SpiderRock Advisors
Delaware
$589K +$589K +6,000 New
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$588K +$583K +5,946 +13,828%
FCI
806
Financial Counselors Inc
Kansas
$588K -$158K -1,609 -21%
FPAS
807
Focus Partners Advisor Solutions
Missouri
$583K +$313K +3,191 +116%
LL
808
LWMG LLC
Minnesota
$580K -$12.6M -128,616 -96%
Luther King Capital Management (LKCM)
809
Luther King Capital Management (LKCM)
Texas
$580K -$499K – –
BIG
810
Bush Investment Group
Georgia
$576K -$99.8K -1,017 -15%
BB
811
Burford Brothers
Texas
$568K -$29.1K -297 -5%
LIA
812
LifePlan Investment Advisors
North Carolina
$568K -$16.6K -169 -3%
CFS
813
Commonwealth Financial Services
West Virginia
$567K -$13.7M -139,102 -96%
FWM
814
Foguth Wealth Management
Michigan
$565K +$5.89K +62 +1%
UW
815
Unique Wealth
Florida
$565K +$565K +5,757 New
LLWM
816
Life Line Wealth Management
California
$559K -$40.3M -411,186 -99%
PIA
817
Perennial Investment Advisors
California
$553K -$288K -2,936 -34%
AHIA
818
Andrew Hill Investment Advisors
Florida
$551K +$551K +5,618 New
Betterment LLC
819
Betterment LLC
New York
$548K +$305K +3,111 +126%
IAP
820
Indie Asset Partners
Indiana
$546K -$1.24M -12,664 -69%
EFG
821
Elios Financial Group
Ohio
$542K +$542K +5,524 New
RIG
822
RiverFront Investment Group
Virginia
$538K -$3.83K -39 -0.7%
FHB
823
First Hawaiian Bank
Hawaii
$537K +$537K +5,475 New
MWA
824
Meridian Wealth Advisors
Texas
$532K +$174K +1,770 +48%
OFA
825
Oak Family Advisors
Illinois
$526K -$504K -5,141 -49%
31 32
33
34 35