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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
1001
D.J. St. Germain
Massachusetts
$55.8K +$26.5K +280 +90%
FWP
1002
FAS Wealth Partners
Kansas
$55.2K +$44.1K +466 +398%
CTA
1003
Colonial Trust Advisors
South Carolina
$53.5K -$6.81K -72 -11%
LFG
1004
Larson Financial Group
Missouri
$52.9K
HCA
1005
Harbor Capital Advisors
Illinois
$52K +$52K +552 New
NB
1006
NBT Bank
New York
$51.7K +$7.29K +77 +16%
HR
1007
Howe & Rusling
New York
$49.2K +$44.2K +468 +900%
HPC
1008
HM Payson & Co
Maine
$48.4K -$8.42K -89 -15%
FMP
1009
Financial Management Professionals
Texas
$48K +$48K +512 New
WIA
1010
Wetzel Investment Advisors
Indiana
$45.2K +$45.2K +507 New
CIR
1011
Clear Investment Research
Georgia
$43.5K
CTWM
1012
Cherry Tree Wealth Management
Minnesota
$42.1K
S
1013
SignatureFD
Georgia
$41.8K +$25.5K +269 +155%
CPG
1014
Custom Portfolio Group
Colorado
$41.6K
GWANC
1015
Guardian Wealth Advisors (North Carolina)
North Carolina
$38.1K
MWM
1016
MGB Wealth Management
Texas
$38K +$95 +1 +0.3%
CWA
1017
Core Wealth Advisors
Florida
$37.9K +$18.9K +200 +100%
GJWM
1018
Gilliland Jeter Wealth Management
Arkansas
$37.7K +$37.7K +398 New
PAM
1019
Palisade Asset Management
Minnesota
$36.7K +$36.7K +388 New
EWM
1020
EPG Wealth Management
Georgia
$36.5K +$22.1K +234 +154%
GJIA
1021
Glass Jacobson Investment Advisors
Maryland
$35.4K
GC
1022
Gould Capital
Washington
$34.1K
HIA
1023
Harbor Investment Advisory
Maryland
$33.9K -$662 -7 -2%
MHR
1024
Matthew Hamilton Rosenberg
$33K
HDIM
1025
Hanson & Doremus Investment Management
Vermont
$33K -$2.73K -29 -8%