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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
OA
826
Oxbow Advisors
Texas
$370K -$560K -5,918 -60%
MA
827
MCF Advisors
Kentucky
$368K
COCM
828
Charter Oak Capital Management
New Hampshire
$361K -$34.1K -360 -9%
RFN
829
RDA Financial Network
Iowa
$359K -$32.6K -345 -8%
PP
830
Patten & Patten
Tennessee
$359K +$359K +3,792 New
SF
831
Synovus Financial
Georgia
$358K -$303K -3,205 -46%
ACM
832
Avalon Capital Management
California
$358K -$14.9M -157,641 -98%
RFA
833
Resurgent Financial Advisors
Georgia
$355K -$76K -803 -18%
JFG
834
Jefferies Financial Group
New York
$354K -$13.5M -142,659 -97%
Betterment LLC
835
Betterment LLC
New York
$354K -$965K -10,200 -73%
WCG
836
Weaver Consulting Group
California
$353K -$8.8K -93 -2%
O3W
837
Omni 360 Wealth
New Jersey
$352K +$39.3K +415 +13%
ACM
838
Absolute Capital Management
Pennsylvania
$351K -$40.3K -426 -10%
IGWM
839
ICA Group Wealth Management
Colorado
$348K +$91.2K +964 +35%
CLOS
840
Compagnie Lombard Odier SCmA
Switzerland
$345K -$1.74M -18,413 -83%
WWP
841
WR Wealth Planners
Missouri
$343K -$133K -1,403 -28%
CAWM
842
Capital Advisors Wealth Management
Washington
$343K +$60.3K +637 +21%
MWA
843
Meridian Wealth Advisors
Texas
$342K -$24.8K -262 -7%
QWM
844
Quadcap Wealth Management
Texas
$342K -$726K -7,670 -68%
LSA
845
Lansing Street Advisors
Pennsylvania
$341K -$132K -1,396 -28%
BFG
846
Bleakley Financial Group
New Jersey
$340K +$11.5K +121 +3%
CIA
847
Capital Investment Advisors
Georgia
$340K -$84.9K -897 -20%
SFA
848
Source Financial Advisors
New York
$340K +$50.8K +537 +18%
HA
849
Herold Advisors
New York
$340K -$7.66K -81 -2%
BWS
850
Buck Wealth Strategies
Colorado
$339K -$6.04M -63,805 -95%