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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
AC
1201
Avestar Capital
New York
-$241K -2,547 Closed
FSA
1202
Financial Sense Advisors
California
-$238K -2,513 Closed
Bank of Nova Scotia
1203
Bank of Nova Scotia
Ontario, Canada
-$234K -2,470 Closed
4WM
1204
49 Wealth Management
Texas
-$224K -2,418 Closed
DWM
1205
Dakota Wealth Management
Florida
-$224K -2,370 Closed
CFO
1206
Collective Family Office
Pennsylvania
-$216K -2,281 Closed
WA
1207
WBH Advisory
Maryland
-$207K -2,187 Closed
IA
1208
Inspire Advisors
Idaho
-$206K -2,175 Closed
CGFA
1209
Colton Groome Financial Advisors
North Carolina
-$205K -2,167 Closed
GA
1210
Greytown Advisors
Florida
-$203K -2,150 Closed
SWP
1211
Semus Wealth Partners
Florida
-$201K -2,119 Closed
NRC
1212
New Republic Capital
North Carolina
-$133K -1,402 Closed
WIC
1213
Woodmont Investment Counsel
Tennessee
-$129K -1,363 Closed
RCP
1214
Rothschild Capital Partners
New York
-$120K -1,264 Closed
IPW
1215
Impact Partnership Wealth
Georgia
-$90.6K -958 Closed
SA
1216
SpiderRock Advisors
Delaware
-$74.1K -800 Closed
FMP
1217
Financial Management Professionals
Texas
-$48K -512 Closed
HPC
1218
HM Payson & Co
Maine
-$48.4K -511 Closed
WIA
1219
Wetzel Investment Advisors
Indiana
-$45.2K -507 Closed
CWAF
1220
Core Wealth Advisors (Florida)
Florida
-$37.9K -401 Closed
PAM
1221
Palisade Asset Management
Minnesota
-$36.7K -388 Closed
M
1222
MOTCO
Texas
-$32.4K -342 Closed
SC
1223
SouthState Corp
Florida
-$28.4K -300 Closed
BWL
1224
Bogart Wealth LLC
Virginia
-$18.9K -200 Closed
TWD
1225
True Wealth Design
Ohio
-$15.6K -165 Closed