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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 %
AWS
1301
Aspen Wealth Strategies
Colorado
– -$625K -6,370 Closed
FFP
1302
Forbes Financial Planning
Rhode Island
– -$612K -6,234 Closed
LSA
1303
Lion Street Advisors
Texas
– -$608K -6,202 Closed
AHIA
1304
Andrew Hill Investment Advisors
Florida
– -$551K -5,618 Closed
FHB
1305
First Hawaiian Bank
Hawaii
– -$537K -5,475 Closed
KJHP
1306
K.J. Harrison & Partners
Ontario, Canada
– -$504K -5,470 Closed
MWA
1307
Meridian Wealth Advisors
Texas
– -$532K -5,427 Closed
OFA
1308
Oak Family Advisors
Illinois
– -$526K -5,365 Closed
NL
1309
NDWM LLC
California
– -$526K -5,363 Closed
AL
1310
ACAS LLC
California
– -$507K -5,165 Closed
FA
1311
Forefront Analytics
Pennsylvania
– -$494K -5,035 Closed
IWN
1312
Independent Wealth Network
Iowa
– -$465K -4,744 Closed
CIA
1313
Capital Investment Advisors
Georgia
– -$447K -4,557 Closed
WSWA
1314
Warren Street Wealth Advisors
California
– -$441K -4,500 Closed
DWT
1315
Dorsey & Whitney Trust
South Dakota
– -$429K -4,374 Closed
LP
1316
LMR Partners
United Kingdom
– -$416K -4,245 Closed
QWM
1317
Quadcap Wealth Management
Texas
– -$405K -4,127 Closed
MGIA
1318
Moneta Group Investment Advisors
Missouri
– -$398K -4,058 Closed
CMI
1319
Clare Market Investments
Texas
– -$391K -3,984 Closed
HWP
1320
Heritage Wealth Partners
Ohio
– -$367K -3,739 Closed
ACGA
1321
Atlanta Consulting Group Advisors
Georgia
– -$365K -3,725 Closed
OCPWS
1322
One Charles Private Wealth Services
Massachusetts
– -$347K -3,535 Closed
RB
1323
Renasant Bank
Mississippi
– -$340K -3,467 Closed
FCP
1324
Fidelis Capital Partners
Florida
– -$309K -3,354 Closed
SAG
1325
SageView Advisory Group
California
– -$325K -3,309 Closed
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