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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
EC
1176
Estate Counselors
Wisconsin
-$499K -5,275 Closed
LPP
1177
Life Planning Partners
Florida
-$491K -5,194 Closed
BFAG
1178
Blackston Financial Advisory Group
Florida
-$491K -5,193 Closed
HIC
1179
Hartline Investment Corp
Illinois
-$485K -5,127 Closed
LWM
1180
Lionsbridge Wealth Management
Florida
-$479K -5,067 Closed
PWM
1181
Pacific Wealth Management
California
-$453K -4,578 Closed
VCWA
1182
Vanguard Capital Wealth Advisors
Colorado
-$424K -4,483 Closed
CBFP
1183
Cedar Brook Financial Partners
Ohio
-$415K -4,385 Closed
AIM
1184
Astor Investment Management
Illinois
-$414K -4,372 Closed
AHIA
1185
Andrew Hill Investment Advisors
Florida
-$393K -4,152 Closed
GWM
1186
Gibbs Wealth Management
Georgia
-$381K -4,025 Closed
CLOS
1187
Compagnie Lombard Odier SCmA
Switzerland
-$345K -3,650 Closed
QWM
1188
Quadcap Wealth Management
Texas
-$342K -3,616 Closed
SFA
1189
Source Financial Advisors
New York
-$340K -3,594 Closed
SWP
1190
Significant Wealth Partners
Illinois
-$330K -3,487 Closed
QC
1191
QCM Cayman
Texas
-$317K -3,353 Closed
WEG
1192
World Equity Group
Illinois
-$311K -3,290 Closed
FH
1193
FWG Holdings
Florida
-$294K -3,246 Closed
AFP
1194
Ausdal Financial Partners
Iowa
-$298K -3,144 Closed
FIM
1195
Fernwood Investment Management
Massachusetts
-$277K -2,925 Closed
CCMG
1196
Clark Capital Management Group
Pennsylvania
-$268K -2,828 Closed
BWP
1197
Balboa Wealth Partners
Arizona
-$261K -2,756 Closed
ACM
1198
Andina Capital Management
Utah
-$260K -2,743 Closed
MMA
1199
Miracle Mile Advisors
California
-$252K -2,661 Closed
FCBT
1200
First Citizens Bank & Trust
North Carolina
-$243K -2,565 Closed