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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,201 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 430 increasing their positions, 449 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+29
Holders Change %
+2.47%
% of All Funds
15.99%
Holding in Top 10
102
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-19.69%
% of All Funds
1.36%
New
242
Increased
430
Reduced
449
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
$456M
2
Goldman Sachs
Goldman Sachs
New York
$308M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$635M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.8B
2
Bank of America
Bank of America
North Carolina
$6.92B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$271M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$18.8M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$942M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
1276
Portside Wealth Group
Utah
– -$1.77M -18,059 Closed
MIS
1277
Morningstar Investment Services
Illinois
– -$1.75M -17,773 Closed
KWM
1278
Koa Wealth Management
California
– -$1.66M -16,960 Closed
MTC
1279
Matrix Trust Company
Colorado
– -$1.66M -16,886 Closed
FSA
1280
Financial Services Advisory
Maryland
– -$1.6M -16,320 Closed
GWMR
1281
GC Wealth Management RIA
Massachusetts
– -$1.57M -15,991 Closed
HWM
1282
HighMark Wealth Management
Minnesota
– -$1.54M -15,736 Closed
DWA
1283
Dorsey Wright & Associates
California
– -$1.53M -15,587 Closed
AA
1284
Argent Advisors
Louisiana
– -$1.47M -15,000 Closed
LMKC
1285
L.M. Kohn & Company
Ohio
– -$1.44M -14,719 Closed
RWIA
1286
Roger Wittlin Investment Advisory
California
– -$1.2M -12,217 Closed
AFA
1287
AllGen Financial Advisors
Florida
– -$1.15M -11,713 Closed
VIP
1288
Vista Investment Partners
Oklahoma
– -$1.04M -10,640 Closed
LWM
1289
Lyell Wealth Management
California
– -$995K -10,147 Closed
WAM
1290
WealthTrust Asset Management
Florida
– -$989K -10,081 Closed
CW
1291
Channel Wealth
California
– -$922K -9,396 Closed
PCS
1292
Personal CFO Solutions
New Jersey
– -$917K -9,347 Closed
RAS
1293
RPS Advisory Solutions
Kentucky
– -$834K -8,497 Closed
HAS
1294
HBW Advisory Services
California
– -$826K -8,422 Closed
OCM
1295
Objective Capital Management
Ohio
– -$786K -8,016 Closed
SMAM
1296
Sugar Maple Asset Management
Wisconsin
– -$785K -8,000 Closed
AA
1297
Auxano Advisors
Washington
– -$773K -7,877 Closed
IIA
1298
IPG Investment Advisors
California
– -$708K -7,214 Closed
CMTU
1299
Capital Markets Trading (UK)
United Kingdom
– -$680K -6,936 Closed
ETC
1300
Exchange Traded Concepts
Oklahoma
– -$659K -6,721 Closed
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