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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.7B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.45B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$720M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$714M
5
AssetMark Inc
AssetMark Inc
California
+$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$744M
3
Morgan Stanley
Morgan Stanley
New York
-$425M
4
Jane Street
Jane Street
New York
-$315M
5
AAS
Annex Advisory Services
Wisconsin
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
851
Wedgewood Investors
Pennsylvania
$470K -$44.1K -450 -9%
IWN
852
Independent Wealth Network
Iowa
$465K +$465K +4,744 New
FWM
853
Fonville Wealth Management
Virginia
$461K – – –
CNTOF
854
Canandaigua National Trust of Florida
New York
$459K +$459K +4,676 New
FFA
855
Fragasso Financial Advisors
Pennsylvania
$458K +$4.32K +44 +1%
NFP
856
Narus Financial Partners
Utah
$455K +$455K +4,642 New
LA
857
LexAurum Advisors
Kansas
$453K -$892K -9,092 -66%
VPP
858
Vertex Planning Partners
Illinois
$449K -$125K -1,272 -22%
SWM
859
SeaCrest Wealth Management
New York
$448K -$13.3K -136 -3%
CIA
860
Capital Investment Advisors
Georgia
$447K +$32.4K +330 +8%
GAA
861
Global Assets Advisory
Florida
$443K -$54.9K -557 -11%
WSWA
862
Warren Street Wealth Advisors
California
$441K -$49.1K -500 -10%
MFGM
863
Marshall Financial Group (Maryland)
Maryland
$438K -$102K -1,037 -19%
WCG
864
Weaver Consulting Group
California
$437K – – –
WIM
865
WealthPlan Investment Management
Nebraska
$435K -$1.08M -10,977 -71%
SHFP
866
Second Half Financial Partners
Florida
$435K +$435K +4,435 New
CCM
867
Coldstream Capital Management
Washington
$433K -$160K -1,626 -27%
AWM
868
Avior Wealth Management
Nebraska
$431K -$833K -8,488 -66%
HCA
869
Harbor Capital Advisors
Illinois
$430K +$234K +2,389 +120%
SFO
870
Stokes Family Office
Louisiana
$429K +$203K +2,071 +90%
DWT
871
Dorsey & Whitney Trust
South Dakota
$429K +$9.81K +100 +2%
PWM
872
Power Wealth Management
Georgia
$425K -$20.8K -212 -5%
RIA
873
Realta Investment Advisors
Delaware
$422K -$47.4K -506 -10%
RFA
874
Resurgent Financial Advisors
Georgia
$422K +$90.4K +921 +27%
MCM
875
Mendel Capital Management
Arkansas
$419K +$111K +1,134 +36%
33 34
35
36 37