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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.7B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.45B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$720M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$714M
5
AssetMark Inc
AssetMark Inc
California
+$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$744M
3
Morgan Stanley
Morgan Stanley
New York
-$425M
4
Jane Street
Jane Street
New York
-$315M
5
AAS
Annex Advisory Services
Wisconsin
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
901
TrueMark Investments
Illinois
$377K -$17.7K -180 -4%
CJ
902
Caitlin John
Michigan
$373K +$355K +3,948 +1,926%
KFGK
903
Keystone Financial Group (Kentucky)
Kentucky
$372K +$372K +3,791 New
VA
904
Valmark Advisers
Ohio
$371K -$27.4K -279 -7%
NAM
905
NorthCrest Asset Manangement
Minnesota
$370K +$370K +3,772 New
Lazard Asset Management
906
Lazard Asset Management
New York
$369K -$511K – –
HWP
907
Heritage Wealth Partners
Ohio
$367K +$367K +3,739 New
OP
908
ORG Partners
Indiana
$366K -$85.8K -874 -19%
ACGA
909
Atlanta Consulting Group Advisors
Georgia
$365K +$365K +3,725 New
O3W
910
Omni 360 Wealth
New Jersey
$361K -$4.42K -45 -1%
PPC
911
Park Place Capital
Alabama
$357K -$37.4K -381 -9%
IFWM
912
Institute for Wealth Management
Colorado
$352K -$11.9K -121 -3%
BA
913
Ballast Advisors
Minnesota
$352K -$110K -1,118 -24%
CWM
914
Cornerstone Wealth Management
Missouri
$351K +$351K +3,581 New
WWP
915
WR Wealth Planners
Missouri
$351K +$4.61K +47 +1%
MA
916
Montag & Associates
Georgia
$350K – – –
OCPWS
917
One Charles Private Wealth Services
Massachusetts
$347K -$1.17M -11,912 -77%
LWM
918
Latko Wealth Management
Illinois
$344K +$344K +3,509 New
SFWA
919
Summit Financial Wealth Advisors
Louisiana
$343K – – –
CCG
920
Coastwise Capital Group
California
$342K +$18.3K +187 +6%
RB
921
Renasant Bank
Mississippi
$340K – – –
BCV
922
Banque Cantonale Vaudoise
Switzerland
$336K +$2.15K +22 +0.6%
HKIMG
923
Hutchens & Kramer Investment Management Group
Indiana
$335K +$41.7K +423 +14%
WFA
924
WMG Financial Advisors
Tennessee
$335K -$125K -1,277 -27%
LNWWM
925
Laird Norton Wetherby Wealth Management
California
$330K +$55.5K +566 +20%
35 36
37
38 39