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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
976
First Citizens Bank & Trust
North Carolina
$238K +$58.2K +666 +32%
XF
977
XML Financial
Maryland
$235K +$87 +1 +0%
IAG
978
Ipsen Advisor Group
Arkansas
$234K +$234K +2,679 New
SIS
979
Sound Income Strategies
Florida
$233K +$51K +584 +28%
WCFA
980
Walkner Condon Financial Advisors
Wisconsin
$232K -$2.88K -33 -1%
KFG
981
Kingdom Financial Group
Arizona
$231K -$34.4K -394 -13%
AIS
982
American Investment Services
Massachusetts
$231K +$32.1K +368 +16%
LSAG
983
Lake Street Advisors Group
New Hampshire
$230K +$230K +2,638 New
CCG
984
Catalina Capital Group
California
$228K +$23.5K +269 +11%
WT
985
Whittier Trust
California
$227K – – –
PM
986
Penbrook Management
New York
$227K -$8.73K -100 -4%
VPF
987
Vantage Point Financial
Illinois
$223K +$223K +2,553 New
MSFS
988
Main Street Financial Solutions
Pennsylvania
$223K +$223K +2,549 New
AIP
989
Almanack Investment Partners
Pennsylvania
$222K -$7.93M -90,772 -97%
WCM
990
WealthTrak Capital Management
Virginia
$221K +$221K +2,530 New
HHGC
991
Hunting Hill Global Capital
New York
$221K +$221K +2,528 New
TIA
992
Tiemann Investment Advisors
California
$221K -$28.4K -325 -11%
HFO
993
Heritage Family Offices
Arizona
$219K +$14K +160 +7%
KAS
994
KPP Advisory Services
Kentucky
$218K – – –
DP
995
Dearborn Partners
Illinois
$218K -$16.9K -193 -7%
TI
996
TrueMark Investments
Illinois
$218K -$118K -1,346 -35%
BFS
997
BridgePort Financial Solutions
Iowa
$216K +$216K +2,371 New
AF
998
Advisornet Financial
Minnesota
$216K -$828K -9,481 -79%
CCM
999
Cox Capital Management
Massachusetts
$216K +$28.7K +329 +15%
RW
1000
Rede Wealth
Virginia
$215K +$1.75K +20 +0.8%
38 39
40
41 42