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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
876
Newbridge Financial Services Group
Florida
$361K +$361K +4,129 New
APC
877
Aspire Private Capital
North Carolina
$359K +$17.8K +204 +5%
LSA
878
Lansing Street Advisors
Pennsylvania
$356K +$82.7K +947 +30%
CWA
879
Clarus Wealth Advisors
Arizona
$355K -$6.49K -76 -2%
UBP
880
Union Bancaire Privee
Switzerland
$355K +$355K +4,230 New
SFA
881
Semmax Financial Advisors
North Carolina
$355K -$2.93M -33,067 -89%
AWP
882
Avid Wealth Partners
Texas
$355K -$75.4K -863 -18%
Lido Advisors
883
Lido Advisors
California
$353K -$14.8K -169 -4%
GVCM
884
Global View Capital Management
Wisconsin
$353K +$353K +4,029 New
CS
885
Capital Square
Tennessee
$351K -$469K -5,376 -57%
FAG
886
Fortitude Advisory Group
Washington
$348K -$12.1K -138 -3%
PWM
887
Power Wealth Management
Georgia
$345K -$33.1K -379 -9%
RFA
888
Resurgent Financial Advisors
Georgia
$344K -$31.4K -359 -8%
MG
889
Mather Group
Illinois
$341K +$341K +3,900 New
MA
890
MCF Advisors
Kentucky
$340K – – –
ACM
891
Absolute Capital Management
Pennsylvania
$338K +$790 +9 +0.2%
OAS
892
Optivise Advisory Services
Tennessee
$337K -$15.4K -176 -4%
RBFC
893
Roman Butler Fullerton & Co
Missouri
$337K +$337K +3,815 New
CPC
894
Consolidated Planning Corp
Georgia
$336K -$20.7K -237 -6%
CJ
895
Caitlin John
Michigan
$335K -$27.8K -318 -8%
RPCA
896
Running Point Capital Advisors
California
$335K -$24.5K -281 -7%
HR
897
Howe & Rusling
New York
$333K +$327K +3,745 +5,762%
PWP
898
Pursue Wealth Partners
California
$331K +$331K +3,790 New
CWM
899
Cornerstone Wealth Management
Missouri
$330K +$17.6K +201 +6%
CAS
900
Coppell Advisory Solutions
Texas
$329K +$140K +1,589 +74%
34 35
36
37 38