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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
1176
Jackson Hole Capital Partners
Oklahoma
$3.58K – – –
MFC
1177
Morris Financial Concepts
South Carolina
$3.49K – – –
FMII
1178
Farmers & Merchants Investments Inc
Nebraska
$3.41K – – –
Russell Investments Group
1179
Russell Investments Group
United Kingdom
$3.26K +$3.08K +35 +1,750%
TCM
1180
TD Capital Management
Tennessee
$3.01K – – –
PCWA
1181
Pacific Capital Wealth Advisors
California
$2.88K -$62.3K -713 -96%
BL
1182
BFSG LLC
California
$2.45K – – –
CWM
1183
Copia Wealth Management
Oregon
$2.36K +$2.36K +27 New
SJIM
1184
St. Johns Investment Management
Florida
$2.18K -$14.3K -164 -87%
MFS
1185
Mattson Financial Services
Michigan
$2.16K +$2.16K +22 New
WWM
1186
Wagner Wealth Management
South Carolina
$1.96K -$802 -9 -29%
SR
1187
Summer Road
Florida
$1.89K +$1.89K +20 New
KFI
1188
Key Financial Inc
Pennsylvania
$1.57K – – –
NRWA
1189
North Ridge Wealth Advisors
Oregon
$1.49K +$1.49K +17 New
CMA
1190
Cedar Mountain Advisors
Oregon
$1.49K +$1.49K +17 New
WWA
1191
Wingate Wealth Advisors
Massachusetts
$1.4K +$1.4K +16 New
MBFW
1192
Morton Brown Family Wealth
Pennsylvania
$1.14K -$87 -1 -7%
CAWM
1193
Capital A Wealth Management
Pennsylvania
$1.05K +$1.05K +12 New
AWM
1194
Atticus Wealth Management
Florida
$961 – – –
FWM
1195
FSA Wealth Management
Massachusetts
$961 – – –
TH
1196
TCTC Holdings
Texas
$873 +$873 +10 New
CFP
1197
Comprehensive Financial Planning
Pennsylvania
$699 +$699 +8 New
GEA
1198
Glen Eagle Advisors
New Jersey
$622 – – –
CIM
1199
Contravisory Investment Management
Massachusetts
$262 – – –
CTA
1200
Colonial Trust Advisors
South Carolina
$175 -$49.3K -563 -100%
46 47
48
49 50