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iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
76
Squarepoint
New York
$25.3M -$11M -74,376 -30%
MML Investors Services
77
MML Investors Services
Massachusetts
$25.3M -$1.76M -11,943 -7%
NA
78
NewEdge Advisors
Louisiana
$24.7M +$17.8M +120,621 +260%
FHA
79
First Horizon Advisors
Tennessee
$24.5M -$1.35M -9,173 -5%
Truist Financial
80
Truist Financial
North Carolina
$23.8M -$3.19M -21,624 -12%
GAG
81
GM Advisory Group
New York
$23.8M -$2.5M -16,990 -10%
CA
82
CoreCap Advisors
Michigan
$23.7M +$23.6M +160,038 New
IWC
83
Integrated Wealth Concepts
Massachusetts
$22.2M +$21M +142,605 +1,945%
IA
84
IFP Advisors
Florida
$21.4M +$1.83M +12,406 +9%
AFA
85
Atlas Financial Advisors
California
$21M +$20.8M +141,461 New
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$20.6M +$1.62M +10,978 +9%
PFPT
87
Pinnacle Financial Partners (Tennessee)
Tennessee
$19M +$316K +2,145 +2%
FLA
88
Financial Life Advisors
Texas
$18.9M +$673K +4,569 +4%
BIA
89
Barry Investment Advisors
Massachusetts
$18.6M -$13.7M -92,659 -42%
SG Americas Securities
90
SG Americas Securities
New York
$18.6M -$107M -722,903 -85%
AI
91
Atria Investments
North Carolina
$18.5M -$29M -196,577 -61%
SC
92
Sinecera Capital
Texas
$18.3M +$16.5M +112,174 New
FS
93
Ferguson Shapiro
Georgia
$17.9M +$995K +6,748 +6%
GAM
94
Gould Asset Management
California
$16.9M -$213K -1,445 -1%
EP
95
Edgestream Partners
New Jersey
$16.7M +$7.66M +51,948 +86%
KIM
96
Karpus Investment Management
New York
$16.2M -$442K -3,000 -3%
KFAA
97
Klaas Financial Asset Advisors
Illinois
$16.2M +$478K +3,244 +3%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$15.5M -$81.8K -555 -0.6%
US Bancorp
99
US Bancorp
Minnesota
$14.9M -$4.4M -29,849 -23%
WAM
100
Wolverine Asset Management
Illinois
$14M +$4.33M +29,400 +45%