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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
JWCA
851
J.W. Cole Advisors
Florida
-$273K -2,669 Closed
SFP
852
Shepherd Financial Partners
Massachusetts
-$260K -2,541 Closed
FWP
853
Firethorn Wealth Partners
Georgia
-$256K -2,502 Closed
CCMD
854
Cypress Capital Management (Delaware)
Delaware
-$254K -2,480 Closed
BEI
855
Benjamin Edwards Inc
Missouri
-$247K -2,410 Closed
FAT
856
First American Trust
California
-$246K -2,399 Closed
BIA
857
Barry Investment Advisors
Massachusetts
-$239K -2,335 Closed
WF
858
Wayfinding Financial
Washington
-$225K -2,199 Closed
LWM
859
Laidlaw Wealth Management
New York
-$212K -2,067 Closed
EC
860
EdgeRock Capital
Colorado
-$209K -2,044 Closed
PTC
861
Philadelphia Trust Company
Pennsylvania
-$206K -2,012 Closed
GCA
862
Genesee Capital Advisors
New York
-$201K -1,964 Closed
EDRH
863
Edmond de Rothschild Holding
Switzerland
-$131K -1,280 Closed
HGERS
864
Householder Group Estate & Retirement Specialist
Arizona
-$129K -1,260 Closed
OPW
865
Oxler Private Wealth
New York
-$106K -1,100 Closed
LDFR
866
Lehman & Derafelo Financial Resources
Pennsylvania
-$100K -980 Closed
TCOV
867
Trust Company of Vermont
Vermont
-$71K -694 Closed
PFA
868
Professional Financial Advisors
Nebraska
-$65K -631 Closed
EWM
869
EPG Wealth Management
Georgia
-$43K -419 Closed
GTAM
870
Global Trust Asset Management
Florida
-$41K -399 Closed
WWM
871
Wolff Wiese Magana
California
-$39K -377 Closed
ODG
872
O'Dell Group
Ohio
-$30K -288 Closed
ACK
873
Andrew C. Karlinski
-$29K -284 Closed
FWA
874
FSC Wealth Advisors
New York
-$26K -254 Closed
TIM
875
Tevis Investment Management
Texas
-$23K -227 Closed