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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

657 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 253 increasing their positions, 196 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.4%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.08%
New
132
Increased
253
Reduced
196
Closed
133
Calls
$6.51B
Puts
$6.24B
Net Calls
+$273M
Net Calls Change
+$4.45B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.51B
2
Citadel Advisors
Citadel Advisors
Florida
$416M
3
UBS Group
UBS Group
Switzerland
$514M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$299M
5
DPRC
Deer Park Road Corp
Colorado
$188M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
Goldman Sachs
Goldman Sachs
New York
$50.4M
3
Barclays
Barclays
United Kingdom
$783M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$86M
5
AssetMark Inc
AssetMark Inc
California
$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
151
FDx Advisors
Illinois
$6.53M +$1.37M +10,361 +26%
BFIC
152
Bedell Frazier Investment Counselling
California
$6.53M +$6.53M +49,416 New
PWM
153
Palumbo Wealth Management
New York
$6.47M -$1.55M -11,724 -19%
BCP
154
Blue Chip Partners
Michigan
$6.47M +$4.91M +37,183 +316%
LF
155
Lee Financial
Texas
$6.46M -$1.03M -7,800 -14%
WJA
156
Willis Johnson & Associates
Texas
$6.2M +$355K +2,684 +6%
4FG
157
4Thought Financial Group
New York
$6.19M -$3.98M -30,101 -39%
RG
158
Retirement Group
California
$5.93M +$5.9M +44,687 +25,390%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$5.92M +$3.21M +24,294 +118%
NL
160
NWAM LLC
Washington
$5.81M +$4.72M +35,772 +435%
KP
161
Keel Point
Alabama
$5.62M +$2.39M +18,086 +74%
SC
162
Scotia Capital
Ontario, Canada
$5.6M +$2.66M +20,126 +90%
First Trust Advisors
163
First Trust Advisors
Illinois
$5.55M +$32.8K +248 +0.6%
IFA
164
Interactive Financial Advisors
Illinois
$5.46M -$591K -5,540 -10%
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$5.41M -$4.63M -35,074 -46%
HKIMG
166
Hutchens & Kramer Investment Management Group
Indiana
$5.39M +$42.1K +318 +0.8%
IA
167
IFP Advisors
Florida
$5.38M -$13M -102,100 -71%
FAM
168
Frontier Asset Management
Wyoming
$5.38M +$1.12M +8,459 +26%
I
169
INVST
Indiana
$5.3M -$152K -1,324 -3%
OC
170
Oppenheimer & Co
New York
$5.27M +$3.81M +28,880 +263%
DAS
171
Dynamic Advisor Solutions
Arizona
$5.26M -$124K -942 -2%
CGA
172
Crescent Grove Advisors
Illinois
$5.22M +$1.76M +13,335 +51%
OR
173
Olympiad Research
Connecticut
$5.08M -$2.71M -20,504 -35%
SC
174
Solstein Capital
California
$5M +$3.4M +25,754 +213%
Lazard Asset Management
175
Lazard Asset Management
New York
$4.97M – – –
5 6
7
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