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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.03%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
SMFG
126
Sumitomo Mitsui Financial Group
Japan
$23.8M +$5.03M +50,835 +27%
GAM
127
Gould Asset Management
California
$23.3M +$45.3K +458 +0.2%
CWM
128
Cadence Wealth Management
Massachusetts
$23.3M -$6.37M -64,421 -21%
GI
129
Gradient Investments
Minnesota
$23.1M -$3.03M -30,675 -12%
Fisher Asset Management
130
Fisher Asset Management
Washington
$22.9M +$5.82M +58,834 +34%
JC
131
JB Capital
Connecticut
$22.7M +$2.67M +27,045 +13%
RCI
132
RS Crum Inc
California
$22M +$10.7M +108,360 +95%
LGA
133
Lebenthal Global Advisors
New York
$21.7M +$4.57M +46,237 +27%
AWM
134
Affinity Wealth Management
Delaware
$21.6M -$1.15M -11,617 -5%
KPWS
135
Kestra Private Wealth Services
Texas
$21.2M +$1.77M +17,877 +9%
HGWM
136
Horst & Graben Wealth Management
Oregon
$21.1M +$773K +7,820 +4%
Marshall Wace
137
Marshall Wace
United Kingdom
$21.1M -$2.33M -23,520 -10%
AAM
138
American Asset Management
Florida
$21M -$1.01M -10,224 -5%
BCM
139
Brookstone Capital Management
Illinois
$20M +$898K +9,080 +5%
Wolverine Trading
140
Wolverine Trading
Illinois
$19.9M +$1.38M +13,979 +7%
LOAMU
141
Lombard Odier Asset Management (USA)
New York
$19.8M -$29.7M -299,900 -60%
SOMRS
142
State of Michigan Retirement System
Michigan
$19.8M +$4.94M +50,000 +33%
IP
143
Isomer Partners
New York
$19.8M +$19.8M +200,000 New
JSW
144
Journey Strategic Wealth
New Jersey
$19.8M +$1.18M +11,922 +6%
IWS
145
Insight Wealth Strategies
California
$19.6M +$1.67M +16,904 +9%
Comerica Bank
146
Comerica Bank
Texas
$19.2M +$706K +7,138 +4%
CI
147
Conning Inc
Connecticut
$19.1M
AP
148
Advisors Preferred
Maryland
$18.9M +$18.8M +190,842 +17,349%
SWP
149
Stratos Wealth Partners
Ohio
$18.8M +$606K +6,128 +3%
MSR
150
Main Street Research
Connecticut
$18.7M -$57.1K -577 -0.3%