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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 %
IFWM
851
Institute for Wealth Management
Colorado
$338K -$7.76K -82 -2%
VWM
852
Vigilare Wealth Management
Arizona
$335K -$421K -4,452 -56%
CFS
853
Coordinated Financial Services
Colorado
$335K +$335K +3,536 New
SCM
854
Saxony Capital Management
Missouri
$334K +$48.8K +516 +17%
CCG
855
Catalina Capital Group
California
$334K -$44.4K -469 -12%
SWP
856
Significant Wealth Partners
Illinois
$330K +$330K +3,487 New
CTC
857
Central Trust Company
Missouri
$327K -$2.58M -27,287 -89%
UAG
858
United Advisor Group
Ohio
$327K +$327K +3,456 New
KWMG
859
King Wealth Management Group
Florida
$322K -$13.1K -138 -4%
CYG
860
Clean Yield Group
Vermont
$322K +$106K +1,122 +49%
QC
861
QCM Cayman
Texas
$317K +$317K +3,353 New
WIA
862
World Investment Advisors
California
$315K -$771K -8,145 -71%
PTC
863
Private Trust Company
Ohio
$313K -$58.9K -622 -16%
CL
864
Choreo LLC
Illinois
$312K +$55.4K +585 +22%
WEG
865
World Equity Group
Illinois
$311K -$266K -2,812 -46%
CCG
866
Coastwise Capital Group
California
$310K +$1.8K +19 +0.6%
CCG
867
Capital CS Group
California
$306K +$306K +3,230 New
JIP
868
Jaffetilchin Investment Partners
Florida
$303K -$1M -10,575 -77%
IBOK
869
Independence Bank of Kentucky
Kentucky
$303K
SC
870
Solstein Capital
California
$301K -$511K -5,402 -63%
SPWG
871
Syntegra Private Wealth Group
Missouri
$300K -$117K -1,238 -28%
SW
872
SkyOak Wealth
Michigan
$299K +$299K +3,164 New
TCPG
873
Trivant Custom Portfolio Group
California
$299K +$29.7K +314 +11%
FFP
874
Forbes Financial Planning
Rhode Island
$298K +$298K +3,150 New
AFP
875
Ausdal Financial Partners
Iowa
$298K -$2.94M -31,036 -91%