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iShares 20+ Year Treasury Bond ETF

925 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 416 increasing their positions, 244 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $12.8B | Put options by funds: $4.38B

70% more repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 244

53% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 127

6% more funds holding

Funds holding: 869925 (+56)

0.46% less ownership

Funds ownership: 73.84%73.38% (-0.46%)

3% less capital invested

Capital invested by funds: $28.9B → $27.9B (-$933M)

4% less funds holding in top 10

Funds holding in top 10: 107103 (-4)

Holders
925
Holders Change
+56
Holders Change %
+6.44%
% of All Funds
14.68%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.63%
New
194
Increased
416
Reduced
244
Closed
127
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
901
Choate Investment Advisors
Massachusetts
$3.9K
CWP
902
Concord Wealth Partners
Virginia
$3.81K
JFGIW
903
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.81K
JHCP
904
Jackson Hole Capital Partners
Oklahoma
$3.64K
MFC
905
Morris Financial Concepts
South Carolina
$3.55K
YAL
906
Your Advocates Ltd
Texas
$3.19K +$3.46K +36 New
WWMSC
907
Wagner Wealth Management (South Carolina)
South Carolina
$3.1K +$3.36K +35 New
PS
908
PayPay Securities
Japan
$3.05K
TSWM
909
Tyler-Stone Wealth Management
Ohio
$3K +$2.79K +29 New
CB
910
Centennial Bank
Arkansas
$2.48K
GEA
911
Glen Eagle Advisors
New Jersey
$2.32K -$288 -3 -10%
HWA
912
HHM Wealth Advisors
Tennessee
$2.13K
PMFA
913
Plante Moran Financial Advisors
Michigan
$1.69K +$1.83K +19 New
LWCFA
914
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.65K -$24.8K -258 -93%
KFI
915
Key Financial Inc
Pennsylvania
$1.6K +$1.73K +18 New
HWP
916
Hibernia Wealth Partners
Louisiana
$1.51K +$1.63K +17 New
CAM
917
Chesapeake Asset Management
New York
$1.33K
GBT
918
Grove Bank & Trust
Florida
$1.33K +$1.44K +15 New
FCAS
919
First Command Advisory Services
Texas
$1.24K
JWM
920
Janiczek Wealth Management
Colorado
$1.06K +$1.15K +12 New
NSG
921
Nalls Sherbakoff Group
Tennessee
$799
DWA
922
Dougherty Wealth Advisers
Minnesota
$621
HCP
923
Hexagon Capital Partners
Arkansas
$532
TAM
924
Townsend Asset Management
North Carolina
$532
AAP
925
Arax Advisory Partners
Colorado
$367 -$28.3K -294 -99%