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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMAM
926
Encompass More Asset Management
California
$298K +$298K +3,411 New
MWS
927
Maxwell Wealth Strategies
California
$297K +$24.6K +282 +9%
ICM
928
Islay Capital Management
Texas
$296K +$11K +126 +4%
MWA
929
Merkkuri Wealth Advisors
New York
$296K +$50.5K +578 +21%
O3W
930
Omni 360 Wealth
New Jersey
$294K -$27.2K -311 -8%
IWM
931
Iams Wealth Management
Nebraska
$294K +$294K +3,363 New
FA
932
Fiduciary Alliance
South Carolina
$292K +$292K +3,342 New
CC
933
Cadinha & Co
Hawaii
$289K – – –
MCCA
934
Mill Creek Capital Advisors
Pennsylvania
$288K -$393K -4,499 -58%
JIP
935
Jaffetilchin Investment Partners
Florida
$286K +$5.5K +63 +2%
LCWM
936
Legacy Capital Wealth Management
Texas
$284K +$284K +3,251 New
MCM
937
Mendel Capital Management
Arkansas
$281K -$91.9K -1,052 -25%
FPW
938
Fairvoy Private Wealth
Alabama
$277K +$277K +3,169 New
PWM
939
Partners Wealth Management
California
$276K +$276K +3,161 New
SG
940
StoneX Group
New York
$276K -$90.5K -1,036 -25%
TF
941
Tandem Financial
Colorado
$274K +$274K +3,139 New
KWMG
942
King Wealth Management Group
Florida
$274K +$8.91K +102 +3%
KIM
943
Kestra Investment Management
Texas
$272K +$35.1K +402 +15%
FGA
944
Fortis Group Advisors
New Jersey
$271K -$8.72M -99,880 -97%
AWM
945
Avaii Wealth Management
Wisconsin
$271K +$76K +870 +39%
SFI
946
SPC Financial Inc
Maryland
$271K +$16.4K +188 +6%
SW
947
SkyOak Wealth
Michigan
$265K +$265K +3,037 New
FFG
948
Fortress Financial Group
Minnesota
$265K +$265K +3,036 New
GCM
949
Glaxis Capital Management
Florida
$262K +$262K +3,000 New
WAM
950
Warberg Asset Management
Illinois
$262K +$262K +3,000 New
36 37
38
39 40