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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
CI
101
CX Institutional
Indiana
$26.6M -$10.3M -113,366 -28%
KAS
102
Kestra Advisory Services
Texas
$26.1M +$3.58M +39,268 +15%
LGA
103
Lebenthal Global Advisors
New York
$25.9M -$123K -1,345 -0.5%
CA
104
CSM Advisors
Pennsylvania
$25.9M +$25.7M +281,900 New
NRA
105
NSI Retail Advisors
Pennsylvania
$25.9M +$25.7M +281,900 New
Pathstone Holdings
106
Pathstone Holdings
New Jersey
$25.7M +$25.4M +278,438 +23,030%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$25.2M +$306K +3,355 +1%
CIA
108
Concurrent Investment Advisors
Florida
$24.7M +$1.81M +19,882 +8%
SMFG
109
Sumitomo Mitsui Financial Group
Japan
$24.5M +$3.84M +42,131 +19%
AI
110
Atria Investments
North Carolina
$23.6M -$3.59M -39,359 -13%
IA
111
IFP Advisors
Florida
$23.5M -$8.05M -88,293 -26%
MAM
112
Meeder Asset Management
Ohio
$23.2M +$23.1M +253,216 New
KF
113
Krilogy Financial
Missouri
$22.9M -$3.09M -33,871 -12%
GAM
114
Gould Asset Management
California
$22.8M +$365K +4,002 +2%
MM
115
Main Management
California
$21.2M +$20.9M +228,916 +9,257%
PAG
116
Private Advisor Group
New Jersey
$21M +$8.62M +94,610 +70%
RCI
117
RS Crum Inc
California
$20.9M -$57.7K -633 -0.3%
PI
118
PEAK6 Investments
Illinois
$20.8M -$7.03M -77,167 -25%
OIA
119
OneDigital Investment Advisors
Kansas
$20.7M +$7.24M +79,453 +55%
MG
120
Marex Group
$20.6M +$18.1M +198,635 +771%
GSC
121
Ground Swell Capital
South Carolina
$20.6M -$32.8M -360,014 -62%
SWP
122
Stratos Wealth Partners
Ohio
$20.6M -$174K -1,913 -0.8%
TWC
123
TD Waterhouse Canada
Ontario, Canada
$20.3M -$326K -3,581 -2%
Fisher Asset Management
124
Fisher Asset Management
Washington
$20.1M -$551K -6,045 -3%
OMC
125
Old Mission Capital
Illinois
$19.9M +$229K +2,517 +1%