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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
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

Top Buyers

1
Bank of America
Bank of America
North Carolina
$9.57B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.64B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$926M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$4.63B
5
AssetMark Inc
AssetMark Inc
California
$438M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$574M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$17.4M
3
Morgan Stanley
Morgan Stanley
New York
$3.84B
4
Jane Street
Jane Street
New York
$859M
5
AAS
Annex Advisory Services
Wisconsin
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
1226
Main Street Financial Solutions
Pennsylvania
– -$475K -5,178 Closed
AT
1227
American Trust
Kentucky
– -$421K -4,585 Closed
SP
1228
Sequent Planning
Nebraska
– -$400K -4,452 Closed
DBRC
1229
D.B. Root & Company
Pennsylvania
– -$397K -4,327 Closed
LW
1230
Lauer Wealth
Indiana
– -$396K -4,234 Closed
HW
1231
Hamilton Wealth
California
– -$344K -3,745 Closed
DFA
1232
Davies Financial Advisors
California
– -$334K -3,641 Closed
BFG
1233
Bleakley Financial Group
New Jersey
– -$330K -3,591 Closed
CFG
1234
Clayton Financial Group
Missouri
– -$329K -3,473 Closed
TCPG
1235
Trivant Custom Portfolio Group
California
– -$301K -3,282 Closed
CCG
1236
Capital CS Group
California
– -$297K -3,236 Closed
SPWG
1237
Syntegra Private Wealth Group
Missouri
– -$291K -3,167 Closed
SW
1238
SkyOak Wealth
Michigan
– -$290K -3,164 Closed
ICM
1239
Irenic Capital Management
New York
– -$275K -3,000 Closed
RFG
1240
Range Financial Group
Oregon
– -$274K -2,984 Closed
MAM
1241
Madison Asset Management
Wisconsin
– -$267K -2,909 Closed
BAM
1242
BTS Asset Management
Massachusetts
– -$259K -2,819 Closed
GAM
1243
GEM Asset Management
Michigan
– -$236K -2,572 Closed
CICC
1244
Capital Investment Counsel (Colorado)
Colorado
– -$225K -2,454 Closed
CWM
1245
Congress Wealth Management
Massachusetts
– -$219K -2,391 Closed
WBG
1246
Wharton Business Group
Pennsylvania
– -$219K -2,386 Closed
PWP
1247
Principle Wealth Partners
Connecticut
– -$214K -2,335 Closed
CWM
1248
Cedar Wealth Management
California
– -$213K -2,317 Closed
TA
1249
TrueWealth Advisors
Alabama
– -$202K -2,200 Closed
Walleye Trading
1250
Walleye Trading
New York
– -$200K -2,179 Closed
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