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iShares 20+ Year Treasury Bond ETF

584 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 196 increasing their positions, 229 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
12.9%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.86%
New
126
Increased
196
Reduced
229
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
126
Merriman Wealth Management
Washington
$8.03M +$8.03M +48,658 New
SPC
127
Sigma Planning Corp
Michigan
$7.82M +$3.23M +19,556 +70%
PCP
128
Proficio Capital Partners
Massachusetts
$7.73M -$594K -3,509 -7%
HFM
129
Harvest Fund Management
China
$7.61M +$1.25M +9,948 +20%
CIM
130
Cambria Investment Management
California
$7.4M -$1.46M -8,873 -17%
LWP
131
Legacy Wealth Partners
California
$7.37M +$2.53M +15,350 +52%
KPW
132
Kore Private Wealth
New York
$7.37M +$7.37M +44,679 New
Baird Financial Group
133
Baird Financial Group
Wisconsin
$7.37M +$759K +4,602 +11%
COI
134
Connable Office Inc
Michigan
$7.37M +$7.37M +44,658 New
FI
135
FormulaFolio Investments
Michigan
$7.21M -$11M -66,400 -60%
NFG
136
Next Financial Group
Texas
$7.11M +$1.21M +7,305 +20%
IA
137
IFP Advisors
Florida
$6.91M -$424K -2,599 -6%
DWM
138
Darwin Wealth Management
Florida
$6.87M +$36.6K +222 +0.5%
FAAS
139
First Allied Advisory Services
California
$6.66M -$5.29M -32,094 -44%
Millennium Management
140
Millennium Management
New York
$6.64M -$8.65M -52,409 -57%
IFA
141
Interactive Financial Advisors
Illinois
$6.63M +$2.98M +18,073 +82%
FCT
142
Family Capital Trust
Massachusetts
$6.5M +$22.5K +145 +0.3%
WCWM
143
Wooster Corthell Wealth Management
Connecticut
$6.28M +$6.28M +38,069 New
Simplex Trading
144
Simplex Trading
Illinois
$6.25M -$49.5M -299,845 -89%
IFAM
145
Institutional & Family Asset Management
Colorado
$6.04M -$124K -751 -2%
CAC
146
Core Alternative Capital
Georgia
$5.99M +$5.99M +36,299 New
CWM
147
Connecticut Wealth Management
Connecticut
$5.93M -$164K -997 -3%
PC
148
Premise Capital
Illinois
$5.77M +$55.3K +336 +1%
FTIOP
149
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.73M +$5.73M +34,760 New
MWM
150
Moulton Wealth Management
Washington
$5.73M -$3.96M -23,956 -41%