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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
JSL
901
JT Stratford LLC
Georgia
$394K +$5.21K +54 +1%
CMI
902
Clare Market Investments
Texas
$391K -$458K -4,745 -54%
CWP
903
Core Wealth Partners
California
$388K +$381K +3,950 New
PA
904
Procyon Advisors
Connecticut
$384K -$16.7M -173,446 -98%
APC
905
Aspire Private Capital
North Carolina
$383K -$226K -2,341 -37%
TFA
906
Tranquilli Financial Advisor
New Jersey
$383K -$12K -124 -3%
MA
907
MCF Advisors
Kentucky
$382K -$1.83K -19 -0.5%
XT
908
XTX Topco
Cayman Islands
$379K -$958K -9,935 -72%
ACM
909
Absolute Capital Management
Pennsylvania
$377K +$9.84K +102 +3%
TI
910
TrueMark Investments
Illinois
$377K -$17.4K -180 -4%
CJ
911
Caitlin John
Michigan
$373K +$381K +3,948 +1,926%
KFGK
912
Keystone Financial Group (Kentucky)
Kentucky
$372K +$366K +3,791 New
VA
913
Valmark Advisers
Ohio
$371K -$26.9K -279 -7%
NAM
914
NorthCrest Asset Manangement
Minnesota
$370K +$364K +3,772 New
Lazard Asset Management
915
Lazard Asset Management
New York
$369K
HWP
916
Heritage Wealth Partners
Ohio
$367K +$361K +3,739 New
OP
917
ORG Partners
Indiana
$366K -$84.3K -874 -19%
ACGA
918
Atlanta Consulting Group Advisors
Georgia
$365K +$359K +3,725 New
O3W
919
Omni 360 Wealth
New Jersey
$361K -$4.34K -45 -1%
PPC
920
Park Place Capital
Alabama
$357K -$36.7K -381 -9%
IFWM
921
Institute for Wealth Management
Colorado
$352K -$11.7K -121 -3%
BA
922
Ballast Advisors
Minnesota
$352K -$108K -1,118 -24%
CWM
923
Cornerstone Wealth Management
Missouri
$351K +$345K +3,581 New
WWP
924
WR Wealth Planners
Missouri
$351K +$4.53K +47 +1%
MA
925
Montag & Associates
Georgia
$350K