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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
ANB
1026
Amarillo National Bank
Texas
-$210K -2,040 Closed
AAIM
1027
American Assets Investment Management
California
-$206K -2,000 Closed
CWM
1028
ClientFirst Wealth Management
Arkansas
-$203K -2,000 Closed
QCM
1029
Quantinno Capital Management
New York
-$206K -2,000 Closed
SSA
1030
Schonfeld Strategic Advisors
New York
-$192K -2,000 Closed
SFS
1031
Starfox Financial Services
Texas
-$204K -1,978 Closed
FA
1032
Fiduciary Alliance
South Carolina
-$114K -1,109 Closed
PP
1033
PrairieView Partners
Minnesota
-$67K -657 Closed
RI
1034
Ridgewood Investments
New Jersey
-$67.2K -653 Closed
ODG
1035
O'Dell Group
Ohio
-$29.6K -288 Closed
GIA
1036
GHP Investment Advisors
Colorado
-$27.3K -286 Closed
BWAM
1037
Boyd Watterson Asset Management
Ohio
-$27.8K -270 Closed
GTAM
1038
Global Trust Asset Management
Florida
-$20.6K -200 Closed
ANBT
1039
American National Bank & Trust
Texas
-$13.8K -134 Closed
SIC
1040
Salem Investment Counselors
North Carolina
-$13.5K -131 Closed
VNA
1041
Valley National Advisers
Pennsylvania
-$11K -104 Closed
AIP
1042
Ameritas Investment Partners
Nebraska
-$10.3K -100 Closed
LWA
1043
Lowe Wealth Advisors
Maryland
-$7.72K -75 Closed
GIA
1044
Goodwin Investment Advisory
Georgia
-$7.41K -72 Closed
TC
1045
Truvestments Capital
Florida
-$7K -68 Closed
FWP
1046
FAS Wealth Partners
Kansas
-$6.59K -64 Closed
TFA
1047
Toth Financial Advisory
Virginia
-$5.66K -55 Closed
DI
1048
Disciplined Investments
Oklahoma
-$5.15K -50 Closed
SFSG
1049
Sound Financial Strategies Group
Mississippi
-$4.01K -39 Closed
HR
1050
Howe & Rusling
New York
-$3.63K -35 Closed