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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 %
SAG
926
SageView Advisory Group
California
$325K +$325K +3,309 New
CC
927
Cadinha & Co
Hawaii
$325K -$9.03K -92 -3%
KFS
928
Kaizen Financial Strategies
California
$323K +$323K +3,292 New
PIA
929
Pinion Investment Advisors
Kansas
$323K +$323K +3,290 New
ICM
930
Islay Capital Management
Texas
$320K – – –
FF
931
Farnam Financial
Arizona
$319K +$319K +3,247 New
JIP
932
Jaffetilchin Investment Partners
Florida
$315K -$687 -7 -0.2%
CAMG
933
CWA Asset Management Group
Florida
$314K +$314K +3,200 New
JWCA
934
J.W. Cole Advisors
Florida
$309K -$99.9K -1,018 -24%
FCP
935
Fidelis Capital Partners
Florida
$309K +$309K +3,354 New
LSA
936
Lansing Street Advisors
Pennsylvania
$307K +$1.57K +16 +0.5%
GCA
937
Genesee Capital Advisors
New York
$307K +$2.55K +26 +0.8%
BPA
938
Beacon Pointe Advisors
California
$306K +$33.1K +337 +12%
MMA
939
Miracle Mile Advisors
California
$303K +$303K +3,086 New
PB
940
Pinnacle Bancorp
Nebraska
$302K +$32.2K +328 +12%
AIFAIM
941
American Institute for Advanced Investment Management
Arizona
$300K +$300K +3,060 New
KFG
942
Kingdom Financial Group
Arizona
$299K -$24.5K -250 -8%
KWMG
943
King Wealth Management Group
Florida
$298K -$15.8K -161 -5%
CSPAM
944
Cary Street Partners Asset Management
Virginia
$297K +$297K +3,032 New
FAM
945
Family Asset Management
South Carolina
$296K -$13.7K -140 -4%
BW
946
Bison Wealth
Georgia
$296K -$457K -4,654 -61%
MWS
947
Maxwell Wealth Strategies
California
$289K -$166K -1,790 -37%
SFP
948
Shepherd Financial Partners
Massachusetts
$286K -$245K -2,499 -46%
SFI
949
SPC Financial Inc
Maryland
$285K +$36.9K +376 +15%
ATC
950
Argent Trust Co
Tennessee
$284K +$284K +2,895 New
36 37
38
39 40