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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,201 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 430 increasing their positions, 449 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+29
Holders Change %
+2.47%
% of All Funds
15.99%
Holding in Top 10
102
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-19.69%
% of All Funds
1.36%
New
242
Increased
430
Reduced
449
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
1
Capula Management
Cayman Islands
$456M
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$195M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$635M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.8B
2
Bank of America
2
Bank of America
North Carolina
$6.92B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$271M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$18.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$942M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$19.9M +$19.9M +228,345 New
GAM
127
Gould Asset Management
California
$19.8M -$3.21M -36,726 -14%
KPWS
128
Kestra Private Wealth Services
Texas
$19.7M -$5.56M -63,683 -22%
KF
129
Krilogy Financial
Missouri
$19.6M -$2.2M -25,223 -10%
BWS
130
Buck Wealth Strategies
Colorado
$19.4M +$10.7M +122,404 +122%
OMC
131
Old Mission Capital
Illinois
$19.4M +$1.25M +14,264 +7%
BAM
132
BOS Asset Management
Illinois
$19.4M -$5.23M -59,938 -21%
BCM
133
Brookstone Capital Management
Illinois
$19.2M -$3.23M -37,038 -14%
CIBC World Market
134
CIBC World Market
Ontario, Canada
$18.8M -$804M -9,209,855 -98%
KWM
135
Kaydan Wealth Management
Michigan
$18.8M -$6.59M -75,429 -26%
Neuberger Berman Group
136
Neuberger Berman Group
New York
$18.7M +$3.83M +43,836 +26%
CLGM
137
Capitolis Liquid Global Markets
New York
$18.7M +$6.42M +73,500 +52%
CFIA
138
Cantor Fitzgerald Investment Advisors
New York
$17.3M +$8.9M +101,922 +106%
CW
139
CreativeOne Wealth
Kansas
$17.1M +$1.3M +14,909 +8%
SWA
140
Stratos Wealth Advisors
Ohio
$17.1M +$13.1M +150,517 +330%
WJA
141
Willis Johnson & Associates
Texas
$17.1M +$2.85M +32,634 +20%
AI
142
Atria Investments
North Carolina
$16.9M -$7.82M -89,582 -32%
RFM
143
Royal Fund Management
Florida
$16.9M -$20.7M -236,987 -55%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$16.8M -$1.76M -20,133 -9%
P
145
&Partners
Tennessee
$16.7M +$5.74M +65,847 +52%
CM
146
Castleark Management
Illinois
$16.6M +$16.6M +190,360 New
VWM
147
Venturi Wealth Management
Texas
$16.6M +$1.33M +15,254 +9%
OPCM
148
Osborne Partners Capital Management
California
$16.3M +$447K +5,124 +3%
PAG
149
Private Advisor Group
New Jersey
$16.3M -$5.4M -61,795 -25%
HGWM
150
Horst & Graben Wealth Management
Oregon
$16.3M -$232K -2,653 -1%
4 5
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