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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 %
C
951
Certuity
Florida
$283K -$68.1K -694 -19%
EWA
952
EverSource Wealth Advisors
Alabama
$280K -$172K -1,752 -38%
TIA
953
Tiemann Investment Advisors
California
$280K -$6.38K -65 -2%
TI
954
Trexquant Investment
Connecticut
$279K +$279K +2,843 New
PWA
955
Primoris Wealth Advisors
Florida
$278K +$278K +2,837 New
MWA
956
Merkkuri Wealth Advisors
New York
$275K -$6.77K -69 -2%
OLVIG
957
Oliver Lagore Vanvalin Investment Group
Michigan
$275K -$2.94M -29,987 -91%
BWA
958
BlueChip Wealth Advisors
Georgia
$268K +$268K +2,731 New
KIM
959
Kestra Investment Management
Texas
$266K +$266K +2,715 New
PM
960
Penbrook Management
New York
$264K +$264K +2,695 New
DP
961
Dearborn Partners
Illinois
$264K +$23.8K +243 +10%
TPWA
962
TRUE Private Wealth Advisors
Oregon
$264K -$161K -1,636 -38%
XF
963
XML Financial
Maryland
$264K +$264K +2,689 New
WCFA
964
Walkner Condon Financial Advisors
Wisconsin
$263K +$3.34K +34 +1%
MCC
965
Maiden Cove Capital
Maine
$262K +$8.34K +85 +3%
FNWA
966
Financial Network Wealth Advisors
Utah
$259K +$259K +2,643 New
WT
967
Whittier Trust
California
$255K – – –
CP
968
Canopy Partners
Ohio
$254K -$204K -2,079 -45%
PPA
969
Painted Porch Advisors
California
$253K +$245K +2,501 +3,426%
CTA
970
Camelot Technology Advisors
California
$252K -$491 -5 -0.2%
Credit Agricole
971
Credit Agricole
France
$250K +$250K +2,544 New
KWM
972
KFG Wealth Management
Indiana
$247K – – –
KAS
973
KPP Advisory Services
Kentucky
$245K – – –
SSWM
974
Strait & Sound Wealth Management
California
$245K +$245K +2,500 New
RP
975
Rice Partnership
Hawaii
$244K – – –
37 38
39
40 41