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iShares 20+ Year Treasury Bond ETF

1,183 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 495 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,183 (+80)

5.41% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,183
Holders Change
+80
Holders Change %
+7.25%
% of All Funds
16.99%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
495
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
KF
126
Krilogy Financial
Missouri
$24.5M +$84.8K +879 +0.4%
MG
127
Marex Group
$24.5M +$2.4M +24,899 +11%
PAG
128
Private Advisor Group
New Jersey
$24.4M +$1.86M +19,256 +8%
OIA
129
OneDigital Investment Advisors
Kansas
$23.8M +$1.73M +17,926 +8%
PFPT
130
Pinnacle Financial Partners (Tennessee)
Tennessee
$23.8M +$12.2M +126,710 +109%
State Street
131
State Street
Massachusetts
$23.8M -$45.2M -468,434 -66%
Kovitz Investment Group Partners
132
Kovitz Investment Group Partners
Illinois
$23.6M +$11.6M +120,434 +100%
PFS
133
Prospera Financial Services
Texas
$23.5M +$3.12M +32,327 +16%
HF
134
HRT Financial
New York
$23M -$35.6M -368,818 -61%
DZ Bank
135
DZ Bank
Germany
$22.9M +$11.4M +118,109 +102%
TC
136
TownSquare Capital
Utah
$22.8M +$17M +176,534 +316%
RCI
137
RS Crum Inc
California
$22.8M +$470K +4,869 +2%
SWP
138
Stratos Wealth Partners
Ohio
$22.7M +$749K +7,772 +3%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$20.8M +$6.04M +62,646 +42%
OMC
140
Old Mission Capital
Illinois
$20.4M -$854K -8,860 -4%
AAS
141
Avantax Advisory Services
Texas
$20.3M +$2.63M +27,270 +15%
AAM
142
American Asset Management
Florida
$20.3M -$295K -3,055 -1%
CWAF
143
Core Wealth Advisors (Florida)
Florida
$19.7M +$19.4M +201,135 New
GSC
144
Ground Swell Capital
South Carolina
$19.2M -$2.74M -28,453 -13%
I2I
145
Insight 2811 Inc
Illinois
$18.9M +$13.4M +138,577 +256%
Prudential Financial
146
Prudential Financial
New Jersey
$18.9M -$748K -7,754 -4%
OA
147
Oxbow Advisors
Texas
$18.8M +$18.1M +188,071 +5,651%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$18.7M +$3.27M +33,863 +22%
AFS
149
AFG Fiduciary Services
Massachusetts
$18.6M +$4.4M +45,665 +30%
HGWM
150
Horst & Graben Wealth Management
Oregon
$18.6M -$1.43M -14,826 -7%