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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
1076
Cassady Schiller Wealth Management
Ohio
$4.41K
AIM
1077
Anchor Investment Management
South Carolina
$4.22K
VCM
1078
Versant Capital Management
Arizona
$4.22K
AP
1079
Atwood & Palmer
Missouri
$4.13K -$3.92K -43 -49%
BCWM
1080
Bartlett & Co Wealth Management
Ohio
$4.13K
JFGIW
1081
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.95K
JHCP
1082
Jackson Hole Capital Partners
Oklahoma
$3.76K
MFC
1083
Morris Financial Concepts
South Carolina
$3.67K
PCWA
1084
Pacific Capital Wealth Advisors
California
$3.58K
WWMSC
1085
Wagner Wealth Management (South Carolina)
South Carolina
$2.85K -$3.74K -41 -57%
BHWM
1086
Beaird Harris Wealth Management
Texas
$2.39K +$2.37K +26 New
BL
1087
BFSG LLC
California
$2.29K -$26.4K -290 -92%
T
1088
Tidemark
California
$2.22K -$4.83K -53 -69%
AIA
1089
Armor Investment Advisors
North Carolina
$2.2K +$2.19K +24 New
CWP
1090
Concord Wealth Partners
Virginia
$2.02K -$1.28K -14 -39%
CJH
1091
Christopher J. Hasenberg
Wisconsin
$2.02K
SR
1092
Summer Road
Florida
$1.84K +$1.82K +20 New
KFI
1093
Key Financial Inc
Pennsylvania
$1.65K
FPFS
1094
First Personal Financial Services
North Carolina
$1.38K
BFA
1095
Brown Financial Advisors
Ohio
$1.38K +$1.37K +15 New
JWM
1096
Janiczek Wealth Management
Colorado
$1.1K
HWA
1097
HHM Wealth Advisors
Tennessee
$1.01K +$1K +11 New
PS
1098
PayPay Securities
Japan
$642 -$638 -7 -50%
DWA
1099
Dougherty Wealth Advisers
Minnesota
$642
TAM
1100
Townsend Asset Management
North Carolina
$551