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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
876
Meridian Wealth Partners
Pennsylvania
$297K +$297K +3,008 New
ICM
877
Irenic Capital Management
New York
$297K +$297K +3,000 New
CAWM
878
Capital Advisors Wealth Management
Washington
$296K -$217K -2,199 -42%
PIA
879
Perennial Investment Advisors
California
$295K +$20.9K +211 +8%
SPWM
880
Straight Path Wealth Management
Michigan
$288K -$64.3K -650 -18%
TCPG
881
Trivant Custom Portfolio Group
California
$281K +$140K +1,416 +99%
CPG
882
Cornerstone Planning Group
New Jersey
$280K -$118K -1,191 -30%
BTWM
883
Baker Tilly Wealth Management
Wisconsin
$280K +$280K +2,832 New
CM
884
Crystalline Management
Canada
$277K +$277K +2,800 New
CGFA
885
Colton Groome Financial Advisors
North Carolina
$277K +$277K +2,797 New
C
886
Certuity
Florida
$275K +$275K +2,782 New
GAA
887
Guardian Asset Advisors
Pennsylvania
$274K +$274K +2,767 New
WT
888
Whittier Trust
California
$273K -$31.6K -320 -10%
RWM
889
Rezny Wealth Management
Florida
$271K +$271K +2,743 New
WA
890
WBH Advisory
Maryland
$270K -$343K -3,473 -56%
WCA
891
Waratah Capital Advisors
Ontario, Canada
$270K +$270K +2,726 New
IGWM
892
ICA Group Wealth Management
Colorado
$269K +$30.8K +311 +13%
BA
893
Bridge Advisory
California
$268K -$488K -4,934 -65%
CL
894
Choreo LLC
Illinois
$268K -$3.21M -32,421 -92%
DAM
895
Derbend Asset Management
Georgia
$268K +$268K +2,708 New
BMCM
896
Bryn Mawr Capital Management
Pennsylvania
$265K +$29.5K +298 +13%
DWM
897
Dakota Wealth Management
Florida
$262K -$156K -1,578 -37%
Koshinski Asset Management
898
Koshinski Asset Management
Illinois
$258K -$23.9K -242 -8%
SMC
899
Smith, Moore & Co
Missouri
$257K +$257K +2,600 New
FCA
900
FinTrust Capital Advisors
South Carolina
$252K +$19.5K +197 +8%