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iShares 20+ Year Treasury Bond ETF

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Shares
Change %
CFB
126
Cullen/Frost Bankers
Texas
$15.9M +$15.7M +152,601 +6,714%
MAG
127
Members Advisory Group
New York
$15.8M +$199K +1,935 +1%
EWA
128
EP Wealth Advisors
California
$15.6M +$11.8M +128,738 +306%
EWA
129
Exencial Wealth Advisors
Oklahoma
$15.4M -$3.09K -30 -0%
AWM
130
Axxcess Wealth Management
California
$15M +$4.08M +39,680 +37%
JSW
131
Journey Strategic Wealth
New Jersey
$14.9M +$6.59K +64 +0%
OLVIG
132
Oliver Lagore Vanvalin Investment Group
Michigan
$14.8M +$7.37M +71,569 +99%
IWS
133
Insight Wealth Strategies
California
$14.7M +$6.88M +66,845 +88%
KPWS
134
Kestra Private Wealth Services
Texas
$14.7M +$1.83M +17,757 +14%
PWS
135
Paragon Wealth Strategies
Florida
$14.7M -$1.73M -16,829 -11%
Amundi
136
Amundi
France
$13.9M
FHA
137
First Horizon Advisors
Tennessee
$13.8M -$525K -5,096 -4%
SI
138
Stephens Inc
Arkansas
$13.6M +$7.48M +72,702 +123%
Allspring Global Investments
139
Allspring Global Investments
North Carolina
$13.5M -$1.91M -18,535 -12%
TFA
140
Transamerica Financial Advisors
Florida
$13.3M -$373K -3,623 -3%
LNC
141
Lincoln National Corp
Pennsylvania
$13.3M +$9.22M +89,578 +229%
SW
142
SlateStone Wealth
Florida
$13.2M +$9.49M +92,207 +255%
AFA
143
Atlas Financial Advisors
California
$12.9M +$5.92M +57,551 +85%
CA
144
Cetera Advisors
Colorado
$12.5M +$705K +6,844 +6%
WJA
145
Willis Johnson & Associates
Texas
$12.4M +$4.79M +46,533 +63%
AFS
146
AFG Fiduciary Services
Massachusetts
$12.4M +$3.06M +30,200 +33%
PAS
147
Park Avenue Securities
New York
$12.3M -$768K -7,460 -6%
JIR
148
James Investment Research
Ohio
$12.1M -$21.6K -210 -0.2%
CI
149
Cavalier Investments
Georgia
$12M +$2.33M +22,612 +24%
JCM
150
Janney Capital Management
Pennsylvania
$12M +$12M +116,449 New