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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$1.37B
4
Citigroup
4
Citigroup
New York
$610M
5
UBS Group
5
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$210M
2
SWG
2
Summit Wealth Group
Vermont
$2.04M
3
AWM
3
AE Wealth Management
Kansas
$122M
4
PP
4
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
876
TTP Investments
California
– -$17.5M -164,401 Closed
GG
877
GenWealth Group
New Jersey
– -$13.3M -125,235 Closed
TA
878
Tactive Advisors
Florida
– -$7.95M -74,700 Closed
JF
879
Jump Financial
Illinois
– -$7.67M -72,135 Closed
WFI
880
West Family Investments
California
– -$8.83M -71,489 Closed
IPW
881
IronBridge Private Wealth
Texas
– -$6.65M -62,554 Closed
FCM
882
Fourpath Capital Management
Oklahoma
– -$5.79M -54,443 Closed
KLC
883
Knowledge Leaders Capital
Colorado
– -$5.19M -48,834 Closed
EP
884
Edgestream Partners
New Jersey
– -$4.39M -41,306 Closed
PAA
885
Peregrine Asset Advisers
Oregon
– -$4.19M -39,430 Closed
CAP
886
Columbia Advisory Partners
Washington
– -$3.34M -31,446 Closed
MSAM
887
Moloney Securities Asset Management
Missouri
– -$3.02M -28,428 Closed
XS
888
XR Securities
Illinois
– -$3.02M -28,375 Closed
SIA
889
Soltis Investment Advisors
Utah
– -$2.96M -27,827 Closed
VAM
890
Verity Asset Management
North Carolina
– -$2.51M -23,552 Closed
VFM
891
Valley Financial Management
New York
– -$2.5M -23,518 Closed
MFG
892
Midwest Financial Group
Kansas
– -$2.2M -20,678 Closed
AWS
893
AJ Wealth Strategies
New York
– -$2.03M -19,131 Closed
WIM
894
WealthPlan Investment Management
Nebraska
– -$1.92M -18,012 Closed
CCM
895
Cinctive Capital Management
New York
– -$1.61M -15,100 Closed
WAM
896
WealthTrust Asset Management
Florida
– -$1.58M -14,887 Closed
FLA
897
Financial Life Advisors
Texas
– -$1.57M -14,713 Closed
TRCT
898
Tower Research Capital (TRC)
New York
– -$1.49M -14,050 Closed
BCP
899
Blackhawk Capital Partners
Wisconsin
– -$1.46M -13,766 Closed
GI
900
Glovista Investments
New Jersey
– -$1.45M -13,694 Closed
34 35
36
37 38