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iShares 20+ Year Treasury Bond ETF

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Market Value Shares Shares
Change
Shares
Change %
SFP
101
Shepherd Financial Partners
Massachusetts
$20.1M 195,713 +195,713 New
IGAM
102
iA Global Asset Management
Quebec, Canada
$19.9M 193,627 +193,627 New
CI
103
Conning Inc
Connecticut
$19.9M 193,000
SC
104
Sinecera Capital
Texas
$19.6M 190,564 -206 -0.1%
MAM
105
Madison Asset Management
Wisconsin
$19.6M 190,365 -58,440 -23%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$19.6M 190,196 +122,512 +181%
MSR
107
Main Street Research
Connecticut
$19.5M 189,084 +189,084 New
FTS
108
Fifth Third Securities
Ohio
$19.3M 187,704 +54,119 +41%
GAM
109
Gould Asset Management
California
$19.1M 185,069 +1,192 +0.6%
IWM
110
IHT Wealth Management
Illinois
$18.4M 178,746 +28,888 +19%
SMFG
111
Sumitomo Mitsui Financial Group
Japan
$18.3M 177,745 +76,869 +76%
Fisher Asset Management
112
Fisher Asset Management
Washington
$18M 174,958 -10,700 -6%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$17.5M 170,221 +26,857 +19%
Neuberger Berman Group
114
Neuberger Berman Group
New York
$17.5M 170,095 +26,923 +19%
PWM
115
Palumbo Wealth Management
New York
$17.3M 168,124 +34,947 +26%
PFMU
116
Privium Fund Management (UK)
United Kingdom
$17.2M 169,057 +162,200 +2,365%
FSC
117
Full Sail Capital
Oklahoma
$17M 165,483 +165,483 New
PP
118
Paloma Partners
Connecticut
$17M 164,709 +65,217 +66%
CI
119
CX Institutional
Indiana
$16.9M 164,133 -3,491 -2%
PFS
120
Prospera Financial Services
Texas
$16.5M 160,692 +71,549 +80%
AWS
121
Atria Wealth Solutions
New York
$16.5M 160,235 +18,215 +13%
SWP
122
Stratos Wealth Partners
Ohio
$16.4M 159,356 +55,657 +54%
KAS
123
Kestra Advisory Services
Texas
$16.3M 158,208 +39,288 +33%
TC
124
TAP Consulting
Missouri
$16.1M 156,096 +72,281 +86%
BCM
125
Brookstone Capital Management
Illinois
$16M 161,589 -64,240 -28%