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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
926
Semus Wealth Partners
Florida
$222K +$222K +2,240 New
CFO
927
Collective Family Office
Pennsylvania
$220K -$1.46M -14,730 -87%
BSW
928
Buckingham Strategic Wealth
Missouri
$219K +$219K +2,212 New
SDH
929
Sloy Dahl & Holst
Washington
$216K +$216K +2,185 New
GWS
930
Glassman Wealth Services
Virginia
$215K
VF
931
VitalStone Financial
Texas
$213K +$160K +1,618 +300%
RIP
932
RAM Investment Partners
Washington
$213K +$213K +2,153 New
NHC
933
Nicholas Hoffman & Company
Georgia
$210K -$13.6K -138 -6%
BJL
934
Brighton Jones LLC
Washington
$210K +$210K +2,123 New
FCI
935
Financial Counselors Inc
Kansas
$209K +$209K +2,116 New
PK
936
Pflug Koory
Nebraska
$209K +$209K +2,109 New
RWA
937
River Wealth Advisors
Pennsylvania
$208K +$208K +2,104 New
BBPWM
938
Blue Bell Private Wealth Management
Pennsylvania
$205K +$198K +1,999 +2,530%
CICC
939
Capital Investment Counsel (Colorado)
Colorado
$205K +$205K +2,077 New
TPA
940
Trivium Point Advisory
Connecticut
$205K +$205K +2,071 New
WSWA
941
Warren Street Wealth Advisors
California
$205K -$52.3K -529 -20%
BHPW
942
Beverly Hills Private Wealth
California
$203K +$203K +2,055 New
SFWA
943
Summit Financial Wealth Advisors
Louisiana
$203K +$203K +2,050 New
HGERS
944
Householder Group Estate & Retirement Specialist
Arizona
$200K +$394 +4 +0.2%
OSAM
945
O'Shaughnessy Asset Management
Connecticut
$195K +$52.3K +529 +37%
NRC
946
New Republic Capital
North Carolina
$193K +$22K +222 +13%
AWM
947
Aspire Wealth Management
Massachusetts
$191K +$395 +4 +0.2%
RCM
948
Raleigh Capital Management
North Carolina
$190K +$6.13K +62 +3%
WTA
949
Washington Trust Advisors
Massachusetts
$184K -$1.38K -14 -0.7%
CT
950
Cambridge Trust
Massachusetts
$182K -$37.9K -383 -17%