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iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
NFP
826
Narus Financial Partners
Utah
-$692K -6,752 Closed
BOC
827
Bull Oak Capital
California
-$617K -6,020 Closed
SW
828
SVB Wealth
Massachusetts
-$600K -5,862 Closed
ML
829
McAdam LLC
Pennsylvania
-$553K -5,399 Closed
OIS
830
Okabena Investment Services
Minnesota
-$542K -5,287 Closed
BCM
831
Brasada Capital Management
Texas
-$512K -5,000 Closed
PFO
832
Pathstone Family Office
New Jersey
-$512K -5,000 Closed
ACI
833
Alpha Cubed Investments
California
-$497K -4,850 Closed
GG
834
Gofen & Glossberg
Illinois
-$474K -4,631 Closed
ATC
835
Argent Trust Co
Tennessee
-$463K -4,520 Closed
BCA
836
Bay Colony Advisors
Massachusetts
-$401K -3,917 Closed
AT
837
American Trust
Kentucky
-$398K -3,887 Closed
LF
838
Lee Financial
Texas
-$370K -3,612 Closed
DWM
839
Dakota Wealth Management
Florida
-$365K -3,561 Closed
MS
840
Maven Securities
Jersey
-$358K -3,494 Closed
RW
841
Rede Wealth
Virginia
-$349K -3,409 Closed
ETIA
842
Epic Trust Investment Advisors
Washington
-$328K -3,200 Closed
WWM
843
Western Wealth Management
Colorado
-$326K -3,172 Closed
EIA
844
Eldridge Investment Advisors
New Hampshire
-$307K -3,000 Closed
SWP
845
Summit Wealth Partners
Florida
-$305K -2,980 Closed
WIA
846
World Investment Advisors
California
-$304K -2,964 Closed
PA
847
PFG Advisors
Arizona
-$297K -2,896 Closed
BFA
848
BMS Financial Advisors
South Dakota
-$285K -2,784 Closed
SHWM
849
Silicon Hills Wealth Management
Texas
-$276K -2,693 Closed
CM
850
Columbus Macro
Pennsylvania
-$274K -2,675 Closed