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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
CBFP
1001
Cedar Brook Financial Partners
Ohio
-$351K -3,408 Closed
CT
1002
Caldwell Trust
Florida
-$344K -3,339 Closed
RW
1003
Rede Wealth
Virginia
-$339K -3,297 Closed
ALS
1004
Andrew L. Share
-$334K -3,241 Closed
CJFS
1005
Coulter & Justus Financial Services
Tennessee
-$329K -3,200 Closed
APW
1006
Aurora Private Wealth
New Jersey
-$329K -3,197 Closed
SBH
1007
Segall Bryant & Hamill
Illinois
-$319K -3,100 Closed
MCI
1008
MRP Capital Investments
Georgia
-$309K -3,000 Closed
MMPW
1009
Mitchell McLeod Pugh & Williams
Alabama
-$309K -2,999 Closed
WAM
1010
Worth Asset Management
Texas
-$274K -2,663 Closed
ETC
1011
Exchange Traded Concepts
Oklahoma
-$265K -2,570 Closed
DIM
1012
Delta Investment Management
California
-$255K -2,478 Closed
PHS
1013
Pekin Hardy Strauss
Illinois
-$249K -2,415 Closed
OPCM
1014
Osborne Partners Capital Management
California
-$243K -2,360 Closed
WC
1015
Waterloo Capital
Texas
-$243K -2,357 Closed
WDC
1016
Woodward Diversified Capital
California
-$235K -2,282 Closed
WAM
1017
Walker Asset Management
Missouri
-$231K -2,244 Closed
CA
1018
Claro Advisors
Massachusetts
-$230K -2,233 Closed
FCM
1019
Firestone Capital Management
Florida
-$226K -2,230 Closed
PFA
1020
Pinnacle Family Advisors
Missouri
-$227K -2,209 Closed
JPLA
1021
Joseph P. Lucia & Associates
New York
-$222K -2,156 Closed
MGIA
1022
Moneta Group Investment Advisors
Missouri
-$218K -2,115 Closed
SFI
1023
SPC Financial Inc
Maryland
-$217K -2,111 Closed
FCH
1024
Freestone Capital Holdings
Washington
-$211K -2,050 Closed
CWM
1025
Congress Wealth Management
Massachusetts
-$210K -2,043 Closed