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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
ICM
976
Islay Capital Management
Texas
$89.7K -$264K -2,669 -75%
PGAM
977
Princeton Global Asset Management
New Jersey
$89K
CCA
978
Criterion Capital Advisors
Tennessee
$78.1K +$78.1K +790 New
DWA
979
Delos Wealth Advisors
Texas
$73.7K +$27.7K +280 +60%
RFG
980
REAP Financial Group
Texas
$71.6K +$71.6K +724 New
AAM
981
Advisors Asset Management
Colorado
$69.5K +$69.5K +703 New
CA
982
Crewe Advisors
Utah
$65.1K +$65.1K +658 New
NG
983
NWK Group
California
$63.3K +$396 +4 +0.6%
CTA
984
Colonial Trust Advisors
South Carolina
$63K +$7.12K +72 +13%
MPWT
985
MassMutual Private Wealth & Trust
Connecticut
$60.1K -$3.16K -32 -5%
EPM
986
Equitec Proprietary Markets
Illinois
$59.3K +$39.6K +400 +200%
HPC
987
HM Payson & Co
Maine
$59.3K +$59.3K +600 New
LFG
988
Larson Financial Group
Missouri
$55.3K -$118K -1,197 -68%
AWM
989
Able Wealth Management
New Jersey
$54.2K +$54.2K +548 New
PWA
990
Provenance Wealth Advisors
Florida
$52.5K +$52.5K +531 New
LF
991
Lee Financial
Texas
$49.9K +$49.9K +505 New
NB
992
NBT Bank
New York
$46.4K +$46.4K +469 New
CIR
993
Clear Investment Research
Georgia
$45.5K
CTWM
994
Cherry Tree Wealth Management
Minnesota
$44K +$44K +445 New
CPG
995
Custom Portfolio Group
Colorado
$43.5K +$43.5K +440 New
GWANC
996
Guardian Wealth Advisors (North Carolina)
North Carolina
$39.8K +$39.6K +400 +20,000%
MWM
997
MGB Wealth Management
Texas
$39.6K +$39.6K +400 New
CJ
998
Caitlin John
Michigan
$38.1K +$38.1K +385 New
HDIM
999
Hanson & Doremus Investment Management
Vermont
$38K +$2.9K +29 +8%
GJIA
1000
Glass Jacobson Investment Advisors
Maryland
$37K