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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
KFG
951
Kingdom Financial Group
Arizona
$299K -$24.1K -250 -8%
KWMG
952
King Wealth Management Group
Florida
$298K -$15.5K -161 -5%
CSPAM
953
Cary Street Partners Asset Management
Virginia
$297K +$292K +3,032 New
FAM
954
Family Asset Management
South Carolina
$296K -$13.5K -140 -4%
BW
955
Bison Wealth
Georgia
$296K -$449K -4,654 -61%
MWS
956
Maxwell Wealth Strategies
California
$289K -$173K -1,790 -37%
SFP
957
Shepherd Financial Partners
Massachusetts
$286K -$241K -2,499 -46%
SFI
958
SPC Financial Inc
Maryland
$285K +$36.3K +376 +15%
ATC
959
Argent Trust Co
Tennessee
$284K +$279K +2,895 New
C
960
Certuity
Florida
$283K -$66.9K -694 -19%
EWA
961
EverSource Wealth Advisors
Alabama
$280K -$169K -1,752 -38%
TIA
962
Tiemann Investment Advisors
California
$280K -$6.27K -65 -2%
TI
963
Trexquant Investment
Connecticut
$279K +$274K +2,843 New
PWA
964
Primoris Wealth Advisors
Florida
$278K +$274K +2,837 New
MWA
965
Merkkuri Wealth Advisors
New York
$275K -$6.65K -69 -2%
OLVIG
966
Oliver Lagore Vanvalin Investment Group
Michigan
$275K -$2.89M -29,987 -91%
BWA
967
BlueChip Wealth Advisors
Georgia
$268K +$263K +2,731 New
KIM
968
Kestra Investment Management
Texas
$266K +$262K +2,715 New
PM
969
Penbrook Management
New York
$264K +$260K +2,695 New
DP
970
Dearborn Partners
Illinois
$264K +$23.4K +243 +10%
TPWA
971
TRUE Private Wealth Advisors
Oregon
$264K -$158K -1,636 -38%
XF
972
XML Financial
Maryland
$264K +$259K +2,689 New
WCFA
973
Walkner Condon Financial Advisors
Wisconsin
$263K +$3.28K +34 +1%
MCC
974
Maiden Cove Capital
Maine
$262K +$8.2K +85 +3%
FNWA
975
Financial Network Wealth Advisors
Utah
$259K +$255K +2,643 New