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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNTOF
851
Canandaigua National Trust of Florida
New York
$408K – – –
SEIA
852
Signature Estate & Investment Advisors
California
$407K -$149K -1,702 -27%
CCM
853
Coldstream Capital Management
Washington
$404K +$18.8K +215 +5%
AWP
854
Accretive Wealth Partners
New Jersey
$403K -$818K -9,369 -67%
VPP
855
Vertex Planning Partners
Illinois
$401K +$1.49K +17 +0.4%
AWM
856
Avior Wealth Management
Nebraska
$401K +$17.4K +199 +5%
AG
857
AmeriFlex Group
Nevada
$398K +$398K +4,536 New
BHCM
858
Brevan Howard Capital Management
Jersey
$395K +$395K +4,523 New
IWP
859
Innova Wealth Partners
Pennsylvania
$394K -$8.69M -99,521 -96%
DWM
860
Diversify Wealth Management
Utah
$392K -$623K -7,290 -61%
TA
861
TruWealth Advisors
Louisiana
$387K +$387K +4,431 New
EGA
862
Eagle Global Advisors
Texas
$383K -$50.8K -582 -12%
Bank Julius Baer & Co
863
Bank Julius Baer & Co
Switzerland
$382K -$882K -9,153 -70%
WCG
864
Weaver Consulting Group
California
$381K -$8.12K -93 -2%
HWM
865
Hobbs Wealth Management
Indiana
$380K +$380K +4,351 New
CFS
866
Coordinated Financial Services
Colorado
$380K +$380K +4,348 New
BFG
867
Bleakley Financial Group
New Jersey
$379K +$379K +4,338 New
IAP
868
Indie Asset Partners
Indiana
$378K -$108K -1,241 -22%
UB
869
UMB Bank
Missouri
$377K +$244K +2,791 +183%
VA
870
Valmark Advisers
Ohio
$375K +$45K +515 +14%
SHFP
871
Second Half Financial Partners
Florida
$374K -$12.8K -147 -3%
G
872
GenTrust
Florida
$370K -$81.6K -934 -18%
HCA
873
Harbor Capital Advisors
Illinois
$369K -$13.2K -151 -3%
SMC
874
Smith, Moore & Co
Missouri
$367K -$52.4K -600 -12%
ACM
875
Ashford Capital Management
Delaware
$363K -$738K -8,451 -67%
33 34
35
36 37