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iShares 20+ Year Treasury Bond ETF

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
901
J.W. Cole Advisors
Florida
-$1.23M -11,526 Closed
LHWM
902
Lake Hills Wealth Management
Texas
-$1.11M -10,448 Closed
HCM
903
Howard Capital Management
Georgia
-$1.07M -10,056 Closed
WA
904
WESPAC Advisors
California
-$932K -8,765 Closed
AAS
905
Ameritas Advisory Services
Nebraska
-$700K -6,633 Closed
SMF
906
Sterling Manor Financial
New York
-$633K -5,955 Closed
DWM
907
Darwin Wealth Management
Florida
-$517K -4,979 Closed
RWA
908
Rooted Wealth Advisors
Illinois
-$512K -4,868 Closed
GSC
909
Grey Street Capital
Illinois
-$494K -4,646 Closed
FCA
910
Fortis Capital Advisors
Kansas
-$447K -4,205 Closed
CIA
911
Caerus Investment Advisors
Texas
-$436K -4,100 Closed
MCM
912
Monument Capital Management
Virginia
-$404K -3,799 Closed
AFWM
913
AMJ Financial Wealth Management
Virginia
-$388K -3,645 Closed
TI
914
Trexquant Investment
Connecticut
-$371K -3,484 Closed
NWMG
915
National Wealth Management Group
Ohio
-$356K -3,418 Closed
LOPW
916
Live Oak Private Wealth
North Carolina
-$351K -3,300 Closed
JCM
917
Jacobi Capital Management
Pennsylvania
-$344K -3,234 Closed
SWRP
918
Summit Wealth & Retirement Planning
California
-$340K -3,192 Closed
ARC
919
Advisor Resource Council
Texas
-$339K -3,171 Closed
AWMNH
920
Arcadia Wealth Management (New Hampshire)
New Hampshire
-$332K -3,117 Closed
WHG
921
Westwood Holdings Group
Texas
-$320K -3,010 Closed
IAIM
922
International Assets Investment Management
Florida
-$274K -2,580 Closed
BPA
923
Beacon Pointe Advisors
California
-$266K -2,497 Closed
DWM
924
Drive Wealth Management
Utah
-$260K -2,440 Closed
SWM
925
SigFig Wealth Management
California
-$265K -2,421 Closed