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iShares 20+ Year Treasury Bond ETF

1,183 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 495 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,183 (+80)

5.41% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,183
Holders Change
+80
Holders Change %
+7.25%
% of All Funds
16.99%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
495
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
BCM Advisors
Louisiana
$31.8M +$485K +5,034 +1%
KAS
102
Kestra Advisory Services
Texas
$31.1M +$1.86M +19,264 +6%
SA
103
Scarborough Advisors
Maryland
$30.8M +$30.3M +314,041 New
EW
104
Evoke Wealth
California
$30.6M +$30M +311,565 New
CI
105
CX Institutional
Indiana
$30.4M +$1.94M +20,079 +7%
CPO
106
Cerity Partners OCIO
New York
$30M +$29.5M +305,789 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$29.8M +$2.77M +28,694 +10%
AWM
108
AE Wealth Management
Kansas
$28.5M -$377K -3,905 -1%
KWM
109
Kaydan Wealth Management
Michigan
$28.5M +$14M +144,822 +99%
CI Investments Inc
110
CI Investments Inc
Ontario, Canada
$28.5M -$1.43M -14,784 -5%
KPWS
111
Kestra Private Wealth Services
Texas
$28.4M +$8.54M +88,586 +44%
CF
112
Centaurus Financial
California
$28.2M -$7.1M -73,621 -20%
LGA
113
Lebenthal Global Advisors
New York
$28.1M +$358K +3,708 +1%
AI
114
Atria Investments
North Carolina
$27.8M +$2.46M +25,474 +10%
UCFA
115
United Capital Financial Advisors
Texas
$27.7M -$6.55M -67,940 -19%
BAM
116
BOS Asset Management
Illinois
$27.7M +$9.58M +99,312 +54%
CA
117
CSM Advisors
Pennsylvania
$27.7M
NRA
118
NSI Retail Advisors
Pennsylvania
$27.7M
SMFG
119
Sumitomo Mitsui Financial Group
Japan
$27.3M +$1.09M +11,276 +4%
AP
120
Advisors Preferred
Maryland
$26.8M +$26M +269,931 +15,878%
JSW
121
Journey Strategic Wealth
New Jersey
$26M +$5.36M +55,574 +27%
GAM
122
Gould Asset Management
California
$25.8M +$1.37M +14,207 +6%
Pictet Asset Management
123
Pictet Asset Management
Switzerland
$25.6M +$8.28M +85,835 +49%
BCM
124
Brookstone Capital Management
Illinois
$25.2M +$4.47M +46,376 +22%
IWS
125
Insight Wealth Strategies
California
$24.7M +$3.65M +37,838 +18%