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iShares 20+ Year Treasury Bond ETF

803 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 364 increasing their positions, 208 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+31
Holders Change %
+4.02%
% of All Funds
12.85%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.6%
New
156
Increased
364
Reduced
208
Closed
108
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$744M
Name Holding Trade Value Shares
Change
Shares
Change %
FTS
126
Fifth Third Securities
Ohio
$14.2M +$12.9M +121,716 +1,025%
PWM
127
Palumbo Wealth Management
New York
$14.2M +$553K +5,198 +4%
TFA
128
Transamerica Financial Advisors
Florida
$14.1M -$2.48M -23,354 -15%
PAS
129
Park Avenue Securities
New York
$13.5M +$1.6M +15,025 +13%
GG
130
GenWealth Group
New Jersey
$13.3M +$13.3M +125,235 New
GSC
131
Ground Swell Capital
South Carolina
$13.3M +$8.25M +77,579 +164%
KPWS
132
Kestra Private Wealth Services
Texas
$13.3M +$4.26M +40,081 +47%
KAS
133
Kestra Advisory Services
Texas
$12.6M -$3.52M -33,101 -22%
JIR
134
James Investment Research
Ohio
$12.5M +$3.82M +35,953 +44%
FIB
135
First Interstate Bank
Montana
$12.4M +$1.14M +10,762 +10%
CA
136
Cetera Advisors
Colorado
$12.2M +$1.71M +16,047 +16%
KA
137
Kerrisdale Advisers
Florida
$11.7M +$11.7M +110,300 New
CF
138
Cantor Fitzgerald
New York
$11.6M +$11.6M +108,672 New
AWAU
139
Alliance Wealth Advisors (Utah)
Utah
$11.5M +$323K +3,033 +3%
NA
140
NewEdge Advisors
Louisiana
$11.5M +$1.5M +14,169 +15%
AWM
141
Axxcess Wealth Management
California
$11.3M +$9.1M +85,595 +415%
BFG
142
Berger Financial Group
Minnesota
$11.3M +$1.31M +12,323 +13%
RCI
143
RS Crum Inc
California
$11.2M +$971K +9,128 +10%
SWP
144
Stratos Wealth Partners
Ohio
$11M +$9.01M +84,669 +445%
PFP
145
Pinnacle Financial Partners
Tennessee
$10.8M +$1.72M +16,180 +19%
SMFG
146
Sumitomo Mitsui Financial Group
Japan
$10.7M +$7.25M +68,154 +208%
PP
147
Paloma Partners
Connecticut
$10.6M +$1.54M +14,492 +17%
BCP
148
Blue Chip Partners
Michigan
$10.4M -$2.59M -24,378 -20%
TA
149
TCM Advisors
West Virginia
$10.3M -$9.46M
GIM
150
Goelzer Investment Management
Indiana
$10.3M +$871K +8,184 +9%