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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
126
Brookstone Capital Management
Illinois
$18.7M -$417K -4,404 -2%
CI
127
Conning Inc
Connecticut
$18.3M
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$18.3M -$291M -3,233,179 -94%
MSR
129
Main Street Research
Connecticut
$18.2M +$281K +2,975 +2%
Mariner
130
Mariner
Kansas
$18.1M -$6.68M -70,608 -27%
HGWM
131
Horst & Graben Wealth Management
Oregon
$18M -$2.21M -23,388 -11%
JSW
132
Journey Strategic Wealth
New Jersey
$17.9M -$975K -10,300 -5%
CW
133
CreativeOne Wealth
Kansas
$17.7M +$6.56M +69,345 +59%
TC
134
TownSquare Capital
Utah
$17.6M -$12.2M -128,901 -41%
SAI
135
Systematic Alpha Investments
New Jersey
$17.4M
MWM
136
MY Wealth Management
Maryland
$16.8M -$878K -9,276 -5%
PFS
137
Prospera Financial Services
Texas
$16.8M +$36.7K +388 +0.2%
IWC
138
Integrated Wealth Concepts
Massachusetts
$16.8M -$525K -5,547 -3%
AF
139
Allworth Financial
California
$16.7M +$11.1M +117,355 +198%
EWA
140
Exencial Wealth Advisors
Oklahoma
$16.7M +$104K +1,100 +0.6%
OPCM
141
Osborne Partners Capital Management
California
$16.6M +$1.07M +11,325 +7%
MAG
142
Members Advisory Group
New York
$16.5M +$187K +1,971 +1%
Balyasny Asset Management
143
Balyasny Asset Management
Illinois
$16.5M -$37.5M -395,819 -69%
IMC Chicago
144
IMC Chicago
Illinois
$16.3M -$51.3M -541,848 -76%
JF
145
Jump Financial
Illinois
$16.1M -$8.83M -93,275 -35%
PA
146
Procyon Advisors
Connecticut
$15.5M +$12.1M +127,887 +359%
AFS
147
AFG Fiduciary Services
Massachusetts
$15.1M +$7.79M +84,449 +106%
SI
148
Stephens Inc
Arkansas
$15M +$1.27M +13,452 +9%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$15M +$11.5M +121,233 +329%
SPIA
150
Steward Partners Investment Advisory
New York
$14.7M +$2.81M +29,653 +24%