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iShares 20+ Year Treasury Bond ETF

925 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, 416 increasing their positions, 244 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $12.8B | Put options by funds: $4.38B

70% more repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 244

53% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 127

6% more funds holding

Funds holding: 869925 (+56)

0.46% less ownership

Funds ownership: 73.84%73.38% (-0.46%)

3% less capital invested

Capital invested by funds: $28.9B → $27.9B (-$933M)

4% less funds holding in top 10

Funds holding in top 10: 107103 (-4)

Holders
925
Holders Change
+56
Holders Change %
+6.44%
% of All Funds
14.68%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.63%
New
194
Increased
416
Reduced
244
Closed
127
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
976
Teamwork Financial Advisors
Texas
-$830K -8,059 Closed
DCM
977
Deuterium Capital Management
Florida
-$824K -8,000 Closed
ATPW
978
Ashton Thomas Private Wealth
Arizona
-$818K -7,945 Closed
AGM
979
Alpine Global Management
New York
-$721K -7,004 Closed
CAS
980
CTC Alternative Strategies
Illinois
-$705K -6,850 Closed
FPGT
981
Financial Partners Group (Tennessee)
Tennessee
-$637K -6,184 Closed
SIC
982
Samalin Investment Counsel
New York
-$620K -6,027 Closed
SMC
983
Smith, Moore & Co
Missouri
-$551K -5,348 Closed
VWA
984
V Wealth Advisors
Kansas
-$539K -5,233 Closed
DS
985
DRW Securities
Illinois
-$515K -5,000 Closed
RCM
986
Requisite Capital Management
Texas
-$515K -5,000 Closed
SM
987
Southport Management
Wyoming
-$515K -5,000 Closed
BIP
988
Blueprint Investment Partners
North Carolina
-$501K -4,867 Closed
BWP
989
Balboa Wealth Partners
Arizona
-$486K -4,722 Closed
CC
990
Callan Capital
California
-$477K -4,633 Closed
BHPW
991
Beverly Hills Private Wealth
California
-$437K -4,532 Closed
TA
992
TruWealth Advisors
Louisiana
-$462K -4,492 Closed
FHB
993
First Hawaiian Bank
Hawaii
-$460K -4,470 Closed
NL
994
NKCFO LLC
Illinois
-$412K -4,000 Closed
I2I
995
Insight 2811 Inc
Illinois
-$411K -3,989 Closed
MWM
996
MBE Wealth Management
Wisconsin
-$404K -3,927 Closed
PFO
997
Pathstone Family Office
New Jersey
-$404K -3,923 Closed
CM
998
Crystalline Management
Canada
-$381K -3,700 Closed
RI
999
Rinkey Investments
California
-$373K -3,620 Closed
SAG
1000
SageView Advisory Group
California
-$363K -3,527 Closed