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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
851
Level Four Advisory Services
Texas
$484K +$13.1K +136 +3%
RIL
852
Rothschild Investment LLC
Illinois
$484K -$842K -8,734 -64%
AWP
853
Avid Wealth Partners
Texas
$483K -$453K -4,699 -49%
PA
854
Parallel Advisors
California
$482K -$62K -643 -12%
SC
855
Summa Corp
Texas
$476K +$468K +4,850 New
SMC
856
Smith, Moore & Co
Missouri
$471K +$203K +2,100 +78%
BCM
857
Bluefin Capital Management
New York
$471K +$463K +4,800 New
WI
858
Wedgewood Investors
Pennsylvania
$470K -$43.4K -450 -9%
IWN
859
Independent Wealth Network
Iowa
$465K +$457K +4,744 New
FWM
860
Fonville Wealth Management
Virginia
$461K
CNTOF
861
Canandaigua National Trust of Florida
New York
$459K +$451K +4,676 New
FFA
862
Fragasso Financial Advisors
Pennsylvania
$458K +$4.24K +44 +1%
NFP
863
Narus Financial Partners
Utah
$455K +$448K +4,642 New
LA
864
LexAurum Advisors
Kansas
$453K -$877K -9,092 -66%
VPP
865
Vertex Planning Partners
Illinois
$449K -$123K -1,272 -22%
SWM
866
SeaCrest Wealth Management
New York
$448K -$13.1K -136 -3%
CIA
867
Capital Investment Advisors
Georgia
$447K +$31.8K +330 +8%
GAA
868
Global Assets Advisory
Florida
$443K -$53.7K -557 -11%
WSWA
869
Warren Street Wealth Advisors
California
$441K -$48.2K -500 -10%
MFGM
870
Marshall Financial Group (Maryland)
Maryland
$438K -$100K -1,037 -19%
WCG
871
Weaver Consulting Group
California
$437K
WIM
872
WealthPlan Investment Management
Nebraska
$435K -$1.06M -10,977 -71%
SHFP
873
Second Half Financial Partners
Florida
$435K +$428K +4,435 New
CCM
874
Coldstream Capital Management
Washington
$433K -$157K -1,626 -27%
AWM
875
Avior Wealth Management
Nebraska
$431K -$819K -8,488 -66%