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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 %
FMII
1151
Farmers & Merchants Investments Inc
Nebraska
$3.83K -$13K -132 -77%
FFO
1152
Fortitude Family Office
Arizona
$3.73K +$3.73K +38 New
TCM
1153
TD Capital Management
Tennessee
$3.34K +$3.34K +34 New
AFWM
1154
Abich Financial Wealth Management
Virginia
$3.24K +$3.04K +31 +1,550%
WWM
1155
Wagner Wealth Management
South Carolina
$3.04K – – –
PFG
1156
Peterson Financial Group
Iowa
$3.04K +$3.04K +31 New
BL
1157
BFSG LLC
California
$2.75K +$294 +3 +12%
T
1158
Tidemark
California
$2.4K – – –
CWP
1159
Concord Wealth Partners
Virginia
$1.96K -$196 -2 -9%
OC
1160
Oarsman Capital
Wisconsin
$1.96K +$1.96K +20 New
KFI
1161
Key Financial Inc
Pennsylvania
$1.77K – – –
DCM
1162
Davis Capital Management
Florida
$1.57K +$1.57K +16 New
FPFS
1163
First Personal Financial Services
North Carolina
$1.47K – – –
MBFW
1164
Morton Brown Family Wealth
Pennsylvania
$1.37K +$1.28K +13 +1,300%
AWM
1165
Atticus Wealth Management
Florida
$1.08K -$7.36K -75 -87%
FWM
1166
FSA Wealth Management
Massachusetts
$1.08K +$1.08K +11 New
IAIM
1167
International Assets Investment Management
Florida
$902 +$892 +87,511 +9,320%
GEA
1168
Glen Eagle Advisors
New Jersey
$689 +$689 +7 New
DWA
1169
Dougherty Wealth Advisers
Minnesota
$687 – – –
PS
1170
PayPay Securities
Japan
$687 – – –
AAP
1171
Arax Advisory Partners
Colorado
$421 – – –
CIM
1172
Contravisory Investment Management
Massachusetts
$294 – – –
Russell Investments Group
1173
Russell Investments Group
United Kingdom
$224 +$224 +2 New
GCS
1174
Gordian Capital (Singapore)
Singapore
$98 – – –
IHWM
1175
Iron Horse Wealth Management
Iowa
$71 – – –
45 46
47
48 49