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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 %
LP
876
LMR Partners
United Kingdom
$416K -$11.8M -120,000 -97%
BIP
877
Blueprint Investment Partners
North Carolina
$415K +$415K +4,235 New
FPWM
878
FSB Premier Wealth Management
Iowa
$414K +$90.8K +926 +28%
Lido Advisors
879
Lido Advisors
California
$414K -$120K -1,226 -23%
EL
880
EWA LLC
Pennsylvania
$412K +$412K +4,566 New
COCM
881
Charter Oak Capital Management
New Hampshire
$412K +$110K +1,120 +36%
SG
882
StoneX Group
New York
$412K +$184K +1,878 +81%
QWM
883
Quadcap Wealth Management
Texas
$405K +$405K +4,127 New
FAG
884
Fortitude Advisory Group
Washington
$404K – – –
RPCA
885
Running Point Capital Advisors
California
$403K – – –
MHB
886
Midwest Heritage Bank
Iowa
$403K +$160K +1,630 +66%
CWA
887
Clarus Wealth Advisors
Arizona
$402K -$18.5K -195 -4%
CPC
888
Consolidated Planning Corp
Georgia
$401K +$5K +51 +1%
MGIA
889
Moneta Group Investment Advisors
Missouri
$398K +$398K +4,058 New
PP
890
Patten & Patten
Tennessee
$396K +$5K +51 +1%
OAS
891
Optivise Advisory Services
Tennessee
$395K +$3.34K +34 +0.9%
JSL
892
JT Stratford LLC
Georgia
$394K +$5.3K +54 +1%
CMI
893
Clare Market Investments
Texas
$391K -$465K -4,745 -54%
CWP
894
Core Wealth Partners
California
$388K +$388K +3,950 New
PA
895
Procyon Advisors
Connecticut
$384K -$17M -173,446 -98%
APC
896
Aspire Private Capital
North Carolina
$383K -$230K -2,341 -37%
TFA
897
Tranquilli Financial Advisor
New Jersey
$383K -$12.2K -124 -3%
MA
898
MCF Advisors
Kentucky
$382K -$1.86K -19 -0.5%
XT
899
XTX Topco
Cayman Islands
$379K -$975K -9,935 -72%
ACM
900
Absolute Capital Management
Pennsylvania
$377K +$10K +102 +3%
34 35
36
37 38