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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
926
One Charles Private Wealth Services
Massachusetts
$347K -$1.15M -11,912 -77%
LWM
927
Latko Wealth Management
Illinois
$344K +$338K +3,509 New
SFWA
928
Summit Financial Wealth Advisors
Louisiana
$343K
CCG
929
Coastwise Capital Group
California
$342K +$18K +187 +6%
RB
930
Renasant Bank
Mississippi
$340K
BCV
931
Banque Cantonale Vaudoise
Switzerland
$336K +$2.12K +22 +0.6%
HKIMG
932
Hutchens & Kramer Investment Management Group
Indiana
$335K +$40.8K +423 +14%
WFA
933
WMG Financial Advisors
Tennessee
$335K -$123K -1,277 -27%
LNWWM
934
Laird Norton Wetherby Wealth Management
California
$330K +$54.6K +566 +20%
SAG
935
SageView Advisory Group
California
$325K +$319K +3,309 New
CC
936
Cadinha & Co
Hawaii
$325K -$8.87K -92 -3%
KFS
937
Kaizen Financial Strategies
California
$323K +$317K +3,292 New
PIA
938
Pinion Investment Advisors
Kansas
$323K +$317K +3,290 New
ICM
939
Islay Capital Management
Texas
$320K
FF
940
Farnam Financial
Arizona
$319K +$313K +3,247 New
JIP
941
Jaffetilchin Investment Partners
Florida
$315K -$675 -7 -0.2%
CAMG
942
CWA Asset Management Group
Florida
$314K +$309K +3,200 New
JWCA
943
J.W. Cole Advisors
Florida
$309K -$98.2K -1,018 -24%
FCP
944
Fidelis Capital Partners
Florida
$309K +$323K +3,354 New
LSA
945
Lansing Street Advisors
Pennsylvania
$307K +$1.54K +16 +0.5%
GCA
946
Genesee Capital Advisors
New York
$307K +$2.51K +26 +0.8%
BPA
947
Beacon Pointe Advisors
California
$306K +$32.5K +337 +12%
MMA
948
Miracle Mile Advisors
California
$303K +$298K +3,086 New
PB
949
Pinnacle Bancorp
Nebraska
$302K +$31.6K +328 +12%
AIFAIM
950
American Institute for Advanced Investment Management
Arizona
$300K +$295K +3,060 New