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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
876
Harbor Capital Advisors
Illinois
$430K +$230K +2,389 +120%
SFO
877
Stokes Family Office
Louisiana
$429K +$200K +2,071 +90%
DWT
878
Dorsey & Whitney Trust
South Dakota
$429K +$9.64K +100 +2%
GWM
879
Gibbs Wealth Management
Georgia
$426K +$419K +4,343 New
PWM
880
Power Wealth Management
Georgia
$425K -$20.4K -212 -5%
RIA
881
Realta Investment Advisors
Delaware
$422K -$48.8K -506 -10%
RFA
882
Resurgent Financial Advisors
Georgia
$422K +$88.8K +921 +27%
MCM
883
Mendel Capital Management
Arkansas
$419K +$109K +1,134 +36%
LP
884
LMR Partners
United Kingdom
$416K -$11.6M -120,000 -97%
BIP
885
Blueprint Investment Partners
North Carolina
$415K +$408K +4,235 New
FPWM
886
FSB Premier Wealth Management
Iowa
$414K +$89.3K +926 +28%
Lido Advisors
887
Lido Advisors
California
$414K -$118K -1,226 -23%
EL
888
EWA LLC
Pennsylvania
$412K +$440K +4,566 New
COCM
889
Charter Oak Capital Management
New Hampshire
$412K +$108K +1,120 +36%
SG
890
StoneX Group
New York
$412K +$181K +1,878 +81%
CT
891
Caldwell Trust
Florida
$405K -$8.2K -85 -2%
QWM
892
Quadcap Wealth Management
Texas
$405K +$398K +4,127 New
FAG
893
Fortitude Advisory Group
Washington
$404K
RPCA
894
Running Point Capital Advisors
California
$403K
MHB
895
Midwest Heritage Bank
Iowa
$403K +$157K +1,630 +66%
CWA
896
Clarus Wealth Advisors
Arizona
$402K -$18.8K -195 -4%
CPC
897
Consolidated Planning Corp
Georgia
$401K +$4.92K +51 +1%
MGIA
898
Moneta Group Investment Advisors
Missouri
$398K +$391K +4,058 New
PP
899
Patten & Patten
Tennessee
$396K +$4.92K +51 +1%
OAS
900
Optivise Advisory Services
Tennessee
$395K +$3.28K +34 +0.9%