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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
HR
1151
Howe & Rusling
New York
$6.34K +$675 +7 +12%
SSB
1152
Sandy Spring Bank
Maryland
$6.28K
EWM
1153
Evermay Wealth Management
Virginia
$5.59K +$5.5K +57 New
ADL
1154
Asset Dedication LLC
California
$5.49K +$5.4K +56 New
IA
1155
IFS Advisors
Kansas
$4.91K
CSWM
1156
Cassady Schiller Wealth Management
Ohio
$4.71K
AIM
1157
Anchor Investment Management
South Carolina
$4.51K
VCM
1158
Versant Capital Management
Arizona
$4.51K
BCWM
1159
Bartlett & Co Wealth Management
Ohio
$4.42K
JHCP
1160
Jackson Hole Capital Partners
Oklahoma
$4.02K
MFC
1161
Morris Financial Concepts
South Carolina
$3.92K
FMII
1162
Farmers & Merchants Investments Inc
Nebraska
$3.83K -$12.7K -132 -77%
FFO
1163
Fortitude Family Office
Arizona
$3.73K +$3.66K +38 New
TCM
1164
TD Capital Management
Tennessee
$3.33K +$3.28K +34 New
AFWM
1165
Abich Financial Wealth Management
Virginia
$3.24K +$2.99K +31 +1,550%
WWMSC
1166
Wagner Wealth Management (South Carolina)
South Carolina
$3.04K
PFG
1167
Peterson Financial Group
Iowa
$3.04K +$2.99K +31 New
BL
1168
BFSG LLC
California
$2.75K +$289 +3 +12%
T
1169
Tidemark
California
$2.4K
CAM
1170
Chesapeake Asset Management
New York
$2.16K +$2.12K +22 New
CWP
1171
Concord Wealth Partners
Virginia
$1.96K -$193 -2 -9%
OC
1172
Oarsman Capital
Wisconsin
$1.96K +$1.93K +20 New
KFI
1173
Key Financial Inc
Pennsylvania
$1.77K
DCM
1174
Davis Capital Management
Florida
$1.57K +$1.54K +16 New
FPFS
1175
First Personal Financial Services
North Carolina
$1.47K