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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

922 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, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$822M
2
Bank of America
Bank of America
North Carolina
+$820M
3
Morgan Stanley
Morgan Stanley
New York
+$577M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$421M
5
BlackRock
BlackRock
New York
+$421M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$516M
2
Barclays
Barclays
United Kingdom
-$506M
3
AssetMark Inc
AssetMark Inc
California
-$399M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$327M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
926
Eagle Bay Advisors
New York
$89 -$17.7K -199 -100%
MBFW
927
Morton Brown Family Wealth
Pennsylvania
$89 – – –
GCS
928
Gordian Capital (Singapore)
Singapore
$88 – – –
BHCM
929
Brevan Howard Capital Management
Jersey
– -$86.8M -842,930 Closed
CC
930
Cadinha & Co
Hawaii
– -$33.6M -326,357 Closed
PFMU
931
Privium Fund Management (UK)
United Kingdom
– -$17.2M -169,057 Closed
Two Sigma Investments
932
Two Sigma Investments
New York
– -$11.9M -116,028 Closed
AIA
933
Acute Investment Advisory
Arizona
– -$11.7M -113,280 Closed
AWAU
934
Alliance Wealth Advisors (Utah)
Utah
– -$11.5M -111,344 Closed
MWM
935
Mattern Wealth Management
Kansas
– -$11M -106,607 Closed
DRS
936
Deane Retirement Strategies
Louisiana
– -$10.9M -105,563 Closed
SHFP
937
Second Half Financial Partners
Florida
– -$10.6M -102,696 Closed
CWG
938
Cornerstone Wealth Group
North Carolina
– -$10.2M -98,788 Closed
VAS
939
Vestmark Advisory Solutions
Massachusetts
– -$9.7M -94,276 Closed
BCP
940
Blue Chip Partners
Michigan
– -$9.64M -93,693 Closed
KWM
941
Kaydan Wealth Management
Michigan
– -$9.19M -89,292 Closed
AFA
942
AllGen Financial Advisors
Florida
– -$7.41M -72,006 Closed
OPOWM
943
One Plus One Wealth Management
Florida
– -$6.71M -65,185 Closed
TA
944
TFB Advisors
Kansas
– -$6.13M -59,573 Closed
HT
945
Headlands Technologies
Illinois
– -$5.54M -53,827 Closed
PWG
946
Portside Wealth Group
Utah
– -$5.46M -53,065 Closed
MFP
947
Meridian Financial Partners
Virginia
– -$5.21M -51,262 Closed
JWM
948
Jessup Wealth Management
Ohio
– -$4.63M -44,970 Closed
BC
949
Brookfield Corp
Ontario, Canada
– -$4.47M -43,389 Closed
CFG
950
Citizens Financial Group
Rhode Island
– -$4.13M -40,093 Closed
36 37
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