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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
VA
826
Valmark Advisers
Ohio
$373K +$370K +4,063 New
PTC
827
Private Trust Company
Ohio
$371K +$67.2K +737 +22%
CPC
828
Consolidated Planning Corp
Georgia
$370K -$33.4M -367,067 -99%
CFS
829
Coordinated Financial Services
Colorado
$369K +$44.1K +484 +14%
TI
830
TrueMark Investments
Illinois
$369K +$366K +4,020 New
PPC
831
Park Place Capital
Alabama
$369K -$197K -2,159 -35%
OAS
832
Optivise Advisory Services
Tennessee
$367K +$364K +3,997 New
PP
833
Patten & Patten
Tennessee
$366K +$18K +197 +5%
SF
834
Synovus Financial
Georgia
$366K +$18.4K +202 +5%
HW
835
Hancock Whitney
Mississippi
$365K -$1.25M -13,711 -78%
JSL
836
JT Stratford LLC
Georgia
$364K +$547 +6 +0.2%
BCA
837
Bay Colony Advisors
Massachusetts
$362K -$107K -1,178 -23%
TFA
838
Tranquilli Financial Advisor
New Jersey
$362K -$100K -1,101 -21%
MA
839
MCF Advisors
Kentucky
$359K +$1.73K +19 +0.5%
SIS
840
Sound Income Strategies
Florida
$357K -$1.7M -18,646 -83%
BEW
841
Burton Enright Welch
California
$346K +$344K +3,771 New
BFA
842
Beacon Financial Advisory
Ohio
$345K -$68K -746 -17%
HW
843
Hamilton Wealth
California
$344K +$341K +3,745 New
ACM
844
Absolute Capital Management
Pennsylvania
$344K +$2.83K +31 +0.8%
O3W
845
Omni 360 Wealth
New Jersey
$342K +$273 +3 +0.1%
IFWM
846
Institute for Wealth Management
Colorado
$341K +$12.4K +136 +4%
MWA
847
Meridian Wealth Advisors
Texas
$336K +$3.46K +38 +1%
DFA
848
Davies Financial Advisors
California
$334K -$2.94M -32,269 -90%
CCG
849
Catalina Capital Group
California
$332K +$8.47K +93 +3%
BFG
850
Bleakley Financial Group
New Jersey
$330K -$638 -7 -0.2%