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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

573 hedge funds and large institutions have $14.5B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 206 increasing their positions, 203 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-12
Holders Change %
-2.05%
% of All Funds
10%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.73%
New
94
Increased
206
Reduced
203
Closed
98
Calls
$4.08B
Puts
$5.53B
Net Calls
-$1.45B
Net Calls Change
+$1.62B

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.72B
2
Bank of America
2
Bank of America
North Carolina
$1.66B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$437M
4
AssetMark Inc
4
AssetMark Inc
California
$400M
5
Barclays
5
Barclays
United Kingdom
$343M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$361M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$11.4M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$533M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$34.4M
5
SGI
5
Summit Global Investments
Utah
$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
FLA
76
Financial Life Advisors
Texas
$16.6M +$4.17M +28,909 +34%
CF
77
Clarity Financial
Texas
$16.1M -$17.7M -122,735 -52%
FS
78
Ferguson Shapiro
Georgia
$15.9M +$15.9M +110,423 New
GAG
79
GM Advisory Group
New York
$15.9M +$15.9M +110,039 New
PP
80
Paloma Partners
Connecticut
$15.9M +$15.9M +109,889 New
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$15.5M +$577K +3,336 +4%
Marshall Wace
82
Marshall Wace
United Kingdom
$15.4M +$15.4M +106,731 New
KFAA
83
Klaas Financial Asset Advisors
Illinois
$14.9M +$1.22M +8,440 +9%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$13.2M +$4.54M +31,271 +53%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$12.9M -$1.43M -9,940 -10%
CCM
86
Ciovacco Capital Management
Georgia
$12.8M +$12.2M +84,197 +2,022%
I
87
INVST
Indiana
$12.5M +$929K +6,266 +8%
EP
88
Edgestream Partners
New Jersey
$12.4M -$18.2M -125,771 -59%
BFP
89
Briaud Financial Planning
Texas
$12.2M +$9.28M +64,309 +315%
SFP
90
Shepherd Financial Partners
Massachusetts
$12.1M -$2.14M -14,812 -15%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$11.4M +$3.25M +22,536 +40%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$11.4M -$412M -2,844,855 -97%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$11.3M – – –
TWA
94
TPB Wealth Advisors
Texas
$10.9M +$3.42M +23,746 +46%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$10.9M +$1.81M +12,518 +20%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$10.7M -$2.26M -15,630 -17%
MWNA
97
Marshall Wace North America
New York
$10.2M +$1.68M +11,615 +20%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$10M -$9.15M -63,374 -48%
CWG
99
Cornerstone Wealth Group
North Carolina
$9.83M +$9.83M +64,868 New
Renaissance Technologies
100
Renaissance Technologies
New York
$9.78M +$3.96M +27,445 +68%
2 3
4
5 6