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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
IC
851
IEQ Capital
California
$336K +$336K +3,403 New
MM
852
Main Management
California
$335K -$3.02M -30,546 -90%
ARC
853
Advisor Resource Council
Texas
$335K +$335K +3,383 New
BFAG
854
Blackston Financial Advisory Group
Florida
$332K +$332K +3,356 New
SAF
855
Smith Anglin Financial
Texas
$329K +$68.7K +695 +26%
TA
856
TrueWealth Advisors
Alabama
$328K -$274K -2,771 -46%
O3W
857
Omni 360 Wealth
New Jersey
$327K +$327K +3,307 New
Jones Financial Companies
858
Jones Financial Companies
Missouri
$325K +$325K +3,291 New
FCH
859
Freestone Capital Holdings
Washington
$323K +$323K +3,271 New
CWM
860
Congress Wealth Management
Massachusetts
$323K +$323K +3,264 New
PS
861
Principal Securities
Iowa
$322K +$322K +3,261 New
SG
862
StoneX Group
New York
$322K +$322K +3,258 New
CCG
863
Coastwise Capital Group
California
$322K +$62.8K +635 +24%
EWA
864
EverSource Wealth Advisors
Alabama
$322K +$19.4K +196 +6%
IBOK
865
Independence Bank of Kentucky
Kentucky
$316K +$316K +3,200 New
BFA
866
Beacon Financial Advisory
Ohio
$307K -$5.44K -55 -2%
FH
867
FWG Holdings
Florida
$306K +$306K +3,145 New
TIA
868
Tiemann Investment Advisors
California
$304K -$8.9K -90 -3%
WCFA
869
Walkner Condon Financial Advisors
Wisconsin
$303K +$303K +3,063 New
SFA
870
Source Financial Advisors
New York
$302K +$31.4K +318 +12%
GCA
871
Genesee Capital Advisors
New York
$302K +$3.36K +34 +1%
DBRC
872
D.B. Root & Company
Pennsylvania
$300K -$158K -1,600 -35%
WAM
873
Worth Asset Management
Texas
$299K +$299K +3,027 New
SCM
874
Saxony Capital Management
Missouri
$298K +$298K +3,016 New
1IA
875
1834 Investment Advisors
Wisconsin
$298K -$1.29K -13 -0.4%