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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
826
Flagship Harbor Advisors
Massachusetts
$461K -$67.2K -770 -13%
FSA
827
Fort Sheridan Advisors
Illinois
$454K +$454K +5,200 New
IPW
828
Invictus Private Wealth
Colorado
$453K -$190K -2,180 -30%
PWM
829
Pines Wealth Management
North Carolina
$451K +$451K +5,275 New
AWM
830
Accurate Wealth Management
Florida
$447K -$16.5K -193 -4%
GFA
831
Gallagher Fiduciary Advisors
Illinois
$446K +$446K +5,108 New
SI
832
Saxon Interests
Texas
$446K -$81.5K -933 -15%
HBS
833
Howard Bailey Securities
Indiana
$445K -$224K -2,569 -34%
WIM
834
Westside Investment Management
California
$444K -$1.04M -11,866 -70%
BIA
835
Barry Investment Advisors
Massachusetts
$438K +$438K +5,011 New
PTC
836
Private Trust Company
Ohio
$437K -$197K -2,258 -31%
AAIM
837
American Assets Investment Management
California
$437K +$437K +5,000 New
EL
838
EWA LLC
Pennsylvania
$435K +$36.1K +413 +9%
SA
839
Stewardship Advisors
Pennsylvania
$434K -$115K -1,322 -21%
GAA
840
Global Assets Advisory
Florida
$432K +$37.4K +427 +9%
BPW
841
Bingham Private Wealth
California
$431K +$431K +4,938 New
OFS
842
Orrstown Financial Services
Pennsylvania
$429K -$1.98M -22,635 -82%
PP
843
Patten & Patten
Tennessee
$425K +$72.2K +827 +20%
SC
844
Summa Corp
Texas
$424K – – –
FPAS
845
Focus Partners Advisor Solutions
Missouri
$421K -$98.3K -1,125 -19%
WI
846
Wedgewood Investors
Pennsylvania
$418K – – –
MFGM
847
Marshall Financial Group (Maryland)
Maryland
$418K +$27.8K +318 +7%
RIL
848
Rothschild Investment LLC
Illinois
$417K -$14.1K -161 -3%
FFA
849
Fragasso Financial Advisors
Pennsylvania
$414K +$5.85K +67 +1%
RIP
850
RAM Investment Partners
Washington
$412K -$43.4K -497 -10%
32 33
34
35 36