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iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
1001
American Investment Services
Massachusetts
$223K
TC
1002
Trilogy Capital
California
$223K -$27.5K -285 -11%
SPWM
1003
Straight Path Wealth Management
Michigan
$221K
FCM
1004
Firestone Capital Management
Florida
$220K +$217K +2,247 New
WAM
1005
Walker Asset Management
Missouri
$220K -$8.87K -92 -4%
AFP
1006
Ausdal Financial Partners
Iowa
$219K +$216K +2,237 New
AWM
1007
Avaii Wealth Management
Wisconsin
$219K +$216K +2,235 New
SAM
1008
Secure Asset Management
Michigan
$219K +$215K +2,232 New
IA
1009
Insight Advisors
Pennsylvania
$219K +$215K +2,229 New
HWM
1010
HB Wealth Management
Georgia
$217K -$217K -2,246 -50%
CAG
1011
Crestwood Advisors Group
Massachusetts
$216K -$16.4K -170 -7%
CAS
1012
Coppell Advisory Solutions
Texas
$213K -$484K -5,018 -70%
BJL
1013
Brighton Jones LLC
Washington
$211K +$207K +2,146 New
9WM
1014
9258 Wealth Management
Ohio
$210K +$207K +2,143 New
BMCM
1015
Bryn Mawr Capital Management
Pennsylvania
$210K -$50.1K -520 -20%
CCM
1016
Cox Capital Management
Massachusetts
$210K +$207K +2,142 New
ORC
1017
O'Rourke & Company
Massachusetts
$210K -$15.5K -161 -7%
AA
1018
Ancora Advisors
Ohio
$210K -$66.9K -694 -25%
FSA
1019
Financial Sense Advisors
California
$209K +$205K +2,127 New
FIM
1020
FWL Investment Management
Texas
$208K +$51.7K +536 +34%
FWA
1021
FSC Wealth Advisors
New York
$207K +$8.87K +92 +5%
PK
1022
Pflug Koory
Nebraska
$207K +$203K +2,109 New
SCM
1023
Saxony Capital Management
Missouri
$206K -$66.5K -690 -25%
SIS
1024
Sound Income Strategies
Florida
$204K -$175K -1,810 -47%
SP
1025
Stonebrook Private
Michigan
$204K -$3.37M -34,899 -94%