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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
$1.43B
2
Bank of America
Bank of America
North Carolina
$4.33B
3
Morgan Stanley
Morgan Stanley
New York
$3.5B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1B
5
BlackRock
BlackRock
New York
$1.19B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$706M
2
Barclays
Barclays
United Kingdom
$242M
3
AssetMark Inc
AssetMark Inc
California
$10.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$311M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$74M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
951
Forte Asset Management
New York
– -$4.09M -39,751 Closed
T
952
TCWP
Ohio
– -$4.07M -39,500 Closed
AIA
953
Arrow Investment Advisors
Maryland
– -$3.95M -38,364 Closed
EFS
954
Econ Financial Services
Pennsylvania
– -$3.81M -37,042 Closed
TMC
955
Trellus Management Company
Florida
– -$3.6M -35,000 Closed
ACM
956
Arlington Capital Management
Illinois
– -$2.95M -28,688 Closed
CCM
957
Ciovacco Capital Management
Georgia
– -$2.95M -28,666 Closed
Aberdeen Group
958
Aberdeen Group
United Kingdom
– -$2.49M -24,149 Closed
DWA
959
Dorsey Wright & Associates
California
– -$2.47M -24,024 Closed
Cohen & Steers
960
Cohen & Steers
New York
– -$2.27M -22,019 Closed
PCS
961
Personal CFO Solutions
New Jersey
– -$2.21M -21,469 Closed
AIP
962
Almanack Investment Partners
Pennsylvania
– -$2.21M -21,423 Closed
SWG
963
Summit Wealth Group
Vermont
– -$2.04M -19,791 Closed
PAG
964
Private Advisory Group
Washington
– -$1.77M -17,217 Closed
CFA
965
Camarda Financial Advisors
Florida
– -$1.62M -15,699 Closed
FW
966
FirstPurpose Wealth
Utah
– -$1.34M -13,050 Closed
BTWM
967
Baker Tilly Wealth Management
Wisconsin
– -$1.32M -12,863 Closed
CIAS
968
CFS Investment Advisory Services
New Jersey
– -$1.32M -12,817 Closed
AC
969
Aristides Capital
Kentucky
– -$1.32M -12,809 Closed
Nomura Asset Management
970
Nomura Asset Management
Japan
– -$1.02M -9,928 Closed
KJHP
971
K.J. Harrison & Partners
Ontario, Canada
– -$972K -9,473 Closed
TFA
972
Teamwork Financial Advisors
Texas
– -$830K -8,059 Closed
DCM
973
Deuterium Capital Management
Florida
– -$824K -8,000 Closed
ATPW
974
Ashton Thomas Private Wealth
Arizona
– -$818K -7,945 Closed
AGM
975
Alpine Global Management
New York
– -$721K -7,004 Closed
37 38
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