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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
$9.57B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.64B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$926M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$4.63B
5
AssetMark Inc
AssetMark Inc
California
$438M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$574M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$17.4M
3
Morgan Stanley
Morgan Stanley
New York
$3.84B
4
Jane Street
Jane Street
New York
$859M
5
AAS
Annex Advisory Services
Wisconsin
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
DR
1201
Davis Rea
Ontario, Canada
– -$2.02M -22,005 Closed
MCM
1202
Moore Capital Management
New York
– -$1.84M -20,000 Closed
AGM
1203
Alpine Global Management
New York
– -$1.64M -17,900 Closed
WCM
1204
Windham Capital Management
Massachusetts
– -$1.51M -16,449 Closed
OWMIAS
1205
One Wealth Management Investment & Advisory Services
Florida
– -$1.45M -15,821 Closed
IHL
1206
Investment House LLC
California
– -$1.4M -15,276 Closed
SPW
1207
Surience Private Wealth
Washington
– -$1.39M -15,097 Closed
CHAM
1208
Clear Harbor Asset Management
Connecticut
– -$1.34M -14,645 Closed
PVM
1209
Palogic Value Management
Texas
– -$1.33M -14,500 Closed
EIA
1210
Eldridge Investment Advisors
New Hampshire
– -$1.19M -13,000 Closed
IA
1211
IFG Advisory
Georgia
– -$946K -10,310 Closed
EAM
1212
Eschler Asset Management
United Kingdom
– -$930K -10,135 Closed
SC
1213
Savoie Capital
Illinois
– -$918K -10,000 Closed
CWM
1214
Centric Wealth Management
Illinois
– -$825K -8,869 Closed
SHGA
1215
Sand Hill Global Advisors
California
– -$713K -7,765 Closed
AA
1216
Alesco Advisors
New York
– -$712K -7,755 Closed
OWA
1217
Opal Wealth Advisors
New York
– -$651K -7,094 Closed
SGCA
1218
Steel Grove Capital Advisors
Tennessee
– -$642K -7,000 Closed
FFWM
1219
Future Financial Wealth Management
Ohio
– -$624K -6,800 Closed
NFSG
1220
Newbridge Financial Services Group
Florida
– -$585K -6,376 Closed
RBA
1221
Richard Bernstein Advisors
New York
– -$559K -6,086 Closed
IC
1222
IEQ Capital
California
– -$558K -6,082 Closed
QOP
1223
Quinn Opportunity Partners
Virginia
– -$551K -6,001 Closed
W
1224
WPWealth
Texas
– -$541K -5,891 Closed
TA
1225
TruWealth Advisors
Louisiana
– -$499K -5,433 Closed
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