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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 %
KFS
901
Kaizen Financial Strategies
California
$325K +$38K +435 +13%
NAM
902
NorthCrest Asset Manangement
Minnesota
$323K -$6.29K -72 -2%
RWS
903
Retirement Wealth Solutions
Wisconsin
$323K +$323K +3,776 New
BCA
904
Bay Colony Advisors
Massachusetts
$323K -$1.57M -17,987 -83%
FPL
905
Fortress Private Ledger
North Carolina
$321K +$321K +3,681 New
DA
906
Dover Advisors
Virginia
$321K -$306K -3,506 -49%
LWM
907
Latko Wealth Management
Illinois
$320K +$13.1K +150 +4%
BFA
908
Beacon Financial Advisory
Ohio
$317K -$130K -1,493 -29%
HKIMG
909
Hutchens & Kramer Investment Management Group
Indiana
$316K +$19.2K +220 +6%
JSL
910
JT Stratford LLC
Georgia
$316K -$34.6K -396 -10%
MA
911
Montag & Associates
Georgia
$312K – – –
TI
912
Tidal Investments
Wisconsin
$311K -$2.81M -32,186 -90%
RPGK
913
Retirement Planning Group (Kansas)
Kansas
$310K +$310K +3,545 New
CCG
914
Coastwise Capital Group
California
$309K +$4.02K +46 +1%
SFWA
915
Summit Financial Wealth Advisors
Louisiana
$309K – – –
RCA
916
Ranch Capital Advisors
Florida
$308K -$362K -4,143 -54%
WFA
917
Wells Financial Advisors
Massachusetts
$307K +$145K +1,663 +90%
VFPW
918
Vantage Financial Partners (Wisconsin)
Wisconsin
$307K -$4.08M -46,754 -93%
CS
919
Cannell & Spears
New York
$307K +$307K +3,510 New
PB
920
Pinnacle Bancorp
Nebraska
$306K +$36.9K +423 +14%
WWM
921
Western Wealth Management
Colorado
$305K -$1.83M -20,973 -86%
IP
922
Intellectus Partners
California
$302K +$302K +3,458 New
GC
923
Guidance Capital
Kentucky
$301K -$460K -5,278 -60%
COCM
924
Charter Oak Capital Management
New Hampshire
$299K -$68.1K -780 -19%
MWM
925
Mascagni Wealth Management
Mississippi
$298K +$298K +3,273 New
35 36
37
38 39