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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Brookstone Capital Management
Illinois
$19.9M +$1.2M +13,216 +7%
IWS
127
Insight Wealth Strategies
California
$19.6M +$655K +7,192 +3%
JC
128
JB Capital
Connecticut
$19.4M +$1.19M +13,085 +7%
ACM
129
Avalon Capital Management
California
$19.4M +$18.9M +207,735 +5,491%
AAM
130
American Asset Management
Florida
$19.3M -$249K -2,738 -1%
JSW
131
Journey Strategic Wealth
New Jersey
$19.2M +$1.83M +20,064 +11%
PFS
132
Prospera Financial Services
Texas
$19M +$2.68M +29,458 +17%
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$18.9M +$734K +8,057 +4%
IUHSA
134
Itau Unibanco Holding S.A.
Brazil
$18.8M +$18.7M +205,000 New
HGWM
135
Horst & Graben Wealth Management
Oregon
$18.7M +$1.25M +13,737 +7%
KPWS
136
Kestra Private Wealth Services
Texas
$18.4M -$2.41M -26,451 -12%
Prudential Financial
137
Prudential Financial
New Jersey
$18.4M +$4.65M +51,006 +34%
Mariner
138
Mariner
Kansas
$18.1M +$603K +6,619 +3%
QAM
139
Q3 Asset Management
Michigan
$17.9M +$17.6M +193,014 New
IMC Chicago
140
IMC Chicago
Illinois
$17.7M +$1.95M +21,409 +12%
BAM
141
BOS Asset Management
Illinois
$16.8M +$3.18M +34,847 +24%
PP
142
Prudential plc
United Kingdom
$16.8M +$7.59M +83,274 +84%
OPCM
143
Osborne Partners Capital Management
California
$16.7M +$621K +6,819 +4%
MWM
144
MY Wealth Management
Maryland
$16.5M +$168K +1,841 +1%
AAS
145
Avantax Advisory Services
Texas
$16.5M +$3.25M +35,640 +25%
MAG
146
Members Advisory Group
New York
$16.4M +$426K +4,676 +3%
EWA
147
Exencial Wealth Advisors
Oklahoma
$16.3M +$97K +1,065 +0.6%
PA
148
Procyon Advisors
Connecticut
$16.3M +$1.26M +13,837 +8%
Pictet Asset Management
149
Pictet Asset Management
Switzerland
$16.2M +$15.8M +173,600 New
Neuberger Berman Group
150
Neuberger Berman Group
New York
$16.1M -$5.11M -56,037 -24%