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iShares 20+ Year Treasury Bond ETF

869 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 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
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
Change in
Stake
WHG
926
Westwood Holdings Group
Texas
-$320K -3,010 Closed
IAIM
927
International Assets Investment Management
Florida
-$274K -2,580 Closed
BPA
928
Beacon Pointe Advisors
California
-$266K -2,497 Closed
DWM
929
Drive Wealth Management
Utah
-$260K -2,440 Closed
SWM
930
SigFig Wealth Management
California
-$265K -2,421 Closed
FCBT
931
First Citizens Bank & Trust
North Carolina
-$256K -2,410 Closed
B
932
Bensler
Washington
-$245K -2,307 Closed
BFA
933
BMS Financial Advisors
South Dakota
-$245K -2,299 Closed
AIM
934
Alhambra Investment Management
Florida
-$235K -2,214 Closed
WC
935
Whitney & Co
New York
-$224K -2,108 Closed
ACM
936
Advance Capital Management
Michigan
-$206K -1,934 Closed
BAAM
937
Baker Avenue Asset Management
California
-$158K -1,490 Closed
BFPW
938
BOK Financial Private Wealth
Colorado
-$76.3K -717 Closed
MCM
939
Manchester Capital Management
Vermont
-$37.4K -352 Closed
BA
940
Bristlecone Advisors
Washington
-$35.6K -335 Closed
CWM
941
Compass Wealth Management
Connecticut
-$33.5K -315 Closed
AWM
942
AllSquare Wealth Management
New York
-$31.9K -300 Closed
WTC
943
WhitTier Trust Company
Nevada
-$26.2K -246 Closed
BA
944
Bellwether Advisors
Nebraska
-$16.8K -158 Closed
MPCG
945
Matrix Private Capital Group
New York
-$16.4K -154 Closed
MWC
946
MBM Wealth Consultants
Missouri
-$3K -140 Closed
GBT
947
Grove Bank & Trust
Florida
-$8.3K -78 Closed
SC
948
Stephens Consulting
Michigan
-$7.45K -70 Closed
WT
949
Washington Trust
Rhode Island
-$5.32K -50 Closed
KHC
950
Koesten Hirschmann & Crabtree
Kansas
-$5.11K -48 Closed