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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
876
SkyOak Wealth
Michigan
$290K
FAM
877
Family Asset Management
South Carolina
$290K -$180K -1,979 -38%
HNW
878
High Note Wealth
Minnesota
$289K +$26.2K +287 +10%
MCM
879
Mendel Capital Management
Arkansas
$288K +$286K +3,135 New
LSA
880
Lansing Street Advisors
Pennsylvania
$286K -$44.9K -493 -14%
GCA
881
Genesee Capital Advisors
New York
$285K +$2.46K +27 +0.9%
COCM
882
Charter Oak Capital Management
New Hampshire
$283K -$66.6K -731 -19%
ICM
883
Irenic Capital Management
New York
$275K
RFG
884
Range Financial Group
Oregon
$274K +$17.4K +191 +7%
HKIMG
885
Hutchens & Kramer Investment Management Group
Indiana
$268K +$55.1K +605 +25%
TIA
886
Tiemann Investment Advisors
California
$268K -$6.38K -70 -2%
MAM
887
Madison Asset Management
Wisconsin
$267K
MAM
888
Milestone Asset Management
Pennsylvania
$265K -$961K -10,549 -79%
SRWM
889
Shira Ridge Wealth Management
California
$265K +$263K +2,884 New
MWA
890
Merkkuri Wealth Advisors
New York
$264K +$262K +2,876 New
AA
891
Ancora Advisors
Ohio
$260K -$409K -4,489 -61%
BAM
892
BTS Asset Management
Massachusetts
$259K -$167K -1,829 -39%
LNWWM
893
Laird Norton Wetherby Wealth Management
California
$257K +$24.9K +273 +11%
SCM
894
Saxony Capital Management
Missouri
$256K -$67.3K -739 -21%
BPA
895
Beacon Pointe Advisors
California
$256K -$474K -5,197 -65%
FPAS
896
Focus Partners Advisor Solutions
Missouri
$253K +$251K +2,754 New
PB
897
Pinnacle Bancorp
Nebraska
$252K +$109K +1,200 +77%
RA
898
Ransom Advisory
Rhode Island
$250K +$100K +1,100 +68%
SMC
899
Smith, Moore & Co
Missouri
$248K +$9.11K +100 +4%
BMCM
900
Bryn Mawr Capital Management
Pennsylvania
$244K -$1.46K -16 -0.6%