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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
CFG
851
Clayton Financial Group
Missouri
$329K +$79.5K +873 +34%
C
852
Certuity
Florida
$328K +$75.3K +826 +30%
MA
853
Montag & Associates
Georgia
$327K +$311K +3,417 +2,278%
WWP
854
WR Wealth Planners
Missouri
$324K -$9.11K -100 -3%
SFWA
855
Summit Financial Wealth Advisors
Louisiana
$321K +$319K +3,500 New
RB
856
Renasant Bank
Mississippi
$318K -$115K -1,265 -27%
AIP
857
Almanack Investment Partners
Pennsylvania
$315K -$4.2M -46,140 -93%
BCV
858
Banque Cantonale Vaudoise
Switzerland
$313K -$152K -1,670 -33%
CC
859
Cadinha & Co
Hawaii
$312K -$70.2K -770 -18%
RFA
860
Resurgent Financial Advisors
Georgia
$310K -$33.8K -371 -10%
AAM
861
Advisors Asset Management
Colorado
$310K +$145K +1,592 +89%
WI
862
Wintrust Investments
Illinois
$306K +$20.5K +225 +7%
OA
863
Oxbow Advisors
Texas
$305K -$52.7K -578 -15%
CCG
864
Coastwise Capital Group
California
$303K +$2.73K +30 +0.9%
FPWM
865
FSB Premier Wealth Management
Iowa
$303K +$300K +3,296 New
KFG
866
Kingdom Financial Group
Arizona
$302K +$13.8K +152 +5%
HAS
867
HBW Advisory Services
California
$302K +$300K +3,292 New
TCPG
868
Trivant Custom Portfolio Group
California
$301K +$11.6K +127 +4%
ICM
869
Islay Capital Management
Texas
$300K +$224K +2,459 +305%
CCG
870
Capital CS Group
California
$297K +$547 +6 +0.2%
JIP
871
Jaffetilchin Investment Partners
Florida
$295K +$1K +11 +0.3%
IGWM
872
ICA Group Wealth Management
Colorado
$293K -$44.2K -485 -13%
KWMG
873
King Wealth Management Group
Florida
$293K -$19K -208 -6%
SC
874
Solstein Capital
California
$292K
SPWG
875
Syntegra Private Wealth Group
Missouri
$291K -$456 -5 -0.2%