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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$1.37B
4
Citigroup
4
Citigroup
New York
$610M
5
UBS Group
5
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$210M
2
SWG
2
Summit Wealth Group
Vermont
$2.04M
3
AWM
3
AE Wealth Management
Kansas
$122M
4
PP
4
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
826
Truvestments Capital
Florida
$7K -$4.02K -39 -36%
CAL
827
Capital Analysts LLC
Pennsylvania
$7K +$7K +72 New
FWP
828
FAS Wealth Partners
Kansas
$6.59K -$12.7K -123 -66%
WP
829
WealthPLAN Partners
Nebraska
$5.77K – – –
TFA
830
Toth Financial Advisory
Virginia
$5.66K +$5.66K +55 New
DI
831
Disciplined Investments
Oklahoma
$5.15K -$309 -3 -6%
FMTCOCP
832
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$5K +48 New
AIM
833
Anchor Investment Management
South Carolina
$4.74K – – –
CIA
834
Choate Investment Advisors
Massachusetts
$4.53K -$558K -5,421 -99%
JFGIW
835
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.43K – – –
CWP
836
Concord Wealth Partners
Virginia
$4.43K – – –
JHCP
837
Jackson Hole Capital Partners
Oklahoma
$4.22K – – –
MFC
838
Morris Financial Concepts
South Carolina
$4.12K +$4.12K +40 New
SFSG
839
Sound Financial Strategies Group
Mississippi
$4.02K +$4.02K +39 New
HR
840
Howe & Rusling
New York
$3.63K +$3.63K +35 New
NMG
841
New Millennium Group
Utah
$3.29K – – –
HIM
842
Hillsdale Investment Management
Ontario, Canada
$3.09K +$3.09K +30 New
GEA
843
Glen Eagle Advisors
New Jersey
$2.9K -$9.7K -97 -77%
CB
844
Centennial Bank
Arkansas
$2.88K – – –
CIA
845
Cape Investment Advisory
Georgia
$2.88K – – –
LWANC
846
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.68K – – –
HWA
847
HHM Wealth Advisors
Tennessee
$2.47K – – –
HWP
848
Highline Wealth Partners
California
$2.47K +$2.47K +24 New
SL
849
Savior LLC
Massachusetts
$2.26K – – –
FIA
850
FNY Investment Advisers
New York
$2K +$2K +20 New
32 33
34
35 36