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iShares 20+ Year Treasury Bond ETF

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.

Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.96%
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
Name Market Value Shares Shares
Change
Shares
Change %
BA
101
BCM Advisors
Louisiana
$31.8M 344,877 +5,034 +1%
KAS
102
Kestra Advisory Services
Texas
$31.1M 317,003 +19,264 +6%
SA
103
Scarborough Advisors
Maryland
$30.8M 314,041 +314,041 New
EW
104
Evoke Wealth
California
$30.6M 311,565 +311,565 New
CI
105
CX Institutional
Indiana
$30.4M 309,444 +20,079 +7%
CPO
106
Cerity Partners OCIO
New York
$30M 305,789 +305,789 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$29.8M 303,619 +28,694 +10%
AWM
108
AE Wealth Management
Kansas
$28.5M 290,649 -3,905 -1%
KWM
109
Kaydan Wealth Management
Michigan
$28.5M 290,612 +144,822 +99%
CI Investments Inc
110
CI Investments Inc
Ontario, Canada
$28.5M 290,207 -14,784 -5%
KPWS
111
Kestra Private Wealth Services
Texas
$28.4M 289,172 +88,586 +44%
CF
112
Centaurus Financial
California
$28.2M 286,994 -73,621 -20%
LGA
113
Lebenthal Global Advisors
New York
$28.1M 286,125 +3,708 +1%
AI
114
Atria Investments
North Carolina
$27.8M 282,976 +25,474 +10%
UCFA
115
United Capital Financial Advisors
Texas
$27.7M 282,580 -67,940 -19%
BAM
116
BOS Asset Management
Illinois
$27.7M 282,216 +99,312 +54%
NRA
117
NSI Retail Advisors
Pennsylvania
$27.7M 281,900
CA
118
CSM Advisors
Pennsylvania
$27.7M 281,900
SMFG
119
Sumitomo Mitsui Financial Group
Japan
$27.3M 278,582 +11,276 +4%
AP
120
Advisors Preferred
Maryland
$26.8M 271,631 +269,931 +15,878%
JSW
121
Journey Strategic Wealth
New Jersey
$26M 265,184 +55,574 +27%
GAM
122
Gould Asset Management
California
$25.8M 262,890 +14,207 +6%
Pictet Asset Management
123
Pictet Asset Management
Switzerland
$25.6M 259,435 +85,835 +49%
BCM
124
Brookstone Capital Management
Illinois
$25.2M 257,272 +46,376 +22%
IWS
125
Insight Wealth Strategies
California
$24.7M 251,914 +37,838 +18%