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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.7B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.45B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$720M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$714M
5
AssetMark Inc
AssetMark Inc
California
+$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$744M
3
Morgan Stanley
Morgan Stanley
New York
-$425M
4
Jane Street
Jane Street
New York
-$315M
5
AAS
Annex Advisory Services
Wisconsin
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1076
Founders Financial Alliance
North Carolina
$51K +$12.6K +128 +33%
CCA
1077
Criterion Capital Advisors
Tennessee
$47.6K – – –
SC
1078
Solstein Capital
California
$47.1K -$265K -2,700 -85%
PCMC
1079
Planning Capital Management Corporation
Pennsylvania
$44.1K – – –
CTWM
1080
Cherry Tree Wealth Management
Minnesota
$43.7K – – –
LI
1081
LRI Investments
Florida
$42.5K – – –
FCM
1082
Fourpath Capital Management
Oklahoma
$41.7K +$41.7K +425 New
MWM
1083
MGB Wealth Management
Texas
$39.9K -$98 -1 -0.2%
GWANC
1084
Guardian Wealth Advisors (North Carolina)
North Carolina
$39.5K – – –
ACM
1085
Anfield Capital Management
California
$38.8K – – –
TSMHT
1086
Thurston Springer Miller Herd & Titak
Indiana
$36.2K – – –
MHR
1087
Matthew Hamilton Rosenberg
$35K – – –
OWP
1088
ORG Wealth Partners
Texas
$35K +$35K +357 New
HDIM
1089
Hanson & Doremus Investment Management
Vermont
$34K – – –
GC
1090
Gould Capital
Washington
$33.4K – – –
MPWT
1091
MassMutual Private Wealth & Trust
Connecticut
$33K -$39.7K -405 -55%
RFG
1092
REAP Financial Group
Texas
$32.1K -$3.43K -35 -10%
SL
1093
Salomon & Ludwin
Virginia
$29.4K +$9.81K +100 +50%
DJSG
1094
D.J. St. Germain
Massachusetts
$27K – – –
TCOV
1095
Trust Company of Vermont
Vermont
$25.5K – – –
DFA
1096
DHJJ Financial Advisors
Illinois
$25.3K – – –
RI
1097
Ridgewood Investments
New Jersey
$24.6K -$19.8K -202 -45%
EW
1098
Element Wealth
Mississippi
$24.2K +$2.75K +28 +13%
SIM
1099
Studio Investment Management
Illinois
$22.8K +$22.8K +232 New
BBPWM
1100
Blue Bell Private Wealth Management
Pennsylvania
$21.7K -$4.91K -50 -18%
42 43
44
45 46