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iShares 20+ Year Treasury Bond ETF

1,184 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, 496 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: 496 | 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: 1,1031,184 (+81)

5.42% 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
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
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
496
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
CWM
1226
Centric Wealth Management
Illinois
-$825K -8,869 Closed
SHGA
1227
Sand Hill Global Advisors
California
-$713K -7,765 Closed
AA
1228
Alesco Advisors
New York
-$712K -7,755 Closed
OWA
1229
Opal Wealth Advisors
New York
-$651K -7,094 Closed
SGCA
1230
Steel Grove Capital Advisors
Tennessee
-$642K -7,000 Closed
FFWM
1231
Future Financial Wealth Management
Ohio
-$624K -6,800 Closed
NFSG
1232
Newbridge Financial Services Group
Florida
-$585K -6,376 Closed
RBA
1233
Richard Bernstein Advisors
New York
-$559K -6,086 Closed
IC
1234
IEQ Capital
California
-$558K -6,082 Closed
QOP
1235
Quinn Opportunity Partners
Virginia
-$579K -6,001 Closed
W
1236
WPWealth
Texas
-$541K -5,891 Closed
TA
1237
TruWealth Advisors
Louisiana
-$499K -5,433 Closed
MSFS
1238
Main Street Financial Solutions
Pennsylvania
-$475K -5,178 Closed
AT
1239
American Trust
Kentucky
-$421K -4,585 Closed
SP
1240
Sequent Planning
Nebraska
-$400K -4,452 Closed
DBRC
1241
D.B. Root & Company
Pennsylvania
-$397K -4,327 Closed
LW
1242
Lauer Wealth
Indiana
-$396K -4,234 Closed
BEW
1243
Burton Enright Welch
California
-$346K -3,771 Closed
HW
1244
Hamilton Wealth
California
-$344K -3,745 Closed
DFA
1245
Davies Financial Advisors
California
-$334K -3,641 Closed
BFG
1246
Bleakley Financial Group
New Jersey
-$330K -3,591 Closed
CFG
1247
Clayton Financial Group
Missouri
-$329K -3,473 Closed
TCPG
1248
Trivant Custom Portfolio Group
California
-$301K -3,282 Closed
CCG
1249
Capital CS Group
California
-$297K -3,236 Closed
SPWG
1250
Syntegra Private Wealth Group
Missouri
-$291K -3,167 Closed