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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

772 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 305 increasing their positions, 233 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+41
Holders Change %
+5.61%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.36%
New
179
Increased
305
Reduced
233
Closed
120
Calls
$8.62B
Puts
$4.86B
Net Calls
+$3.76B
Net Calls Change
-$683M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.82B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.87B
3
UBS Group
3
UBS Group
Switzerland
$532M
4
Rafferty Asset Management
4
Rafferty Asset Management
New York
$528M
5
Goldman Sachs
5
Goldman Sachs
New York
$392M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$29.5M
2
Jane Street
2
Jane Street
New York
$13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$181M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.1B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
151
Paloma Partners
Connecticut
$8.46M -$996K -10,000 -11%
KPWS
152
Kestra Private Wealth Services
Texas
$8.44M +$6.34M +63,692 +302%
PFS
153
Prospera Financial Services
Texas
$8.28M +$6.45M +64,773 +352%
TI
154
TTP Investments
California
$8.23M +$8.23M +82,666 New
WFI
155
West Family Investments
California
$8.22M +$8.22M +71,489 New
JIR
156
James Investment Research
Ohio
$8.1M +$5.91M +59,405 +271%
ACM
157
Ashford Capital Management
Delaware
$8.04M -$664K -6,667 -8%
CG
158
Cutler Group
California
$7.93M -$4.14M -41,591 -34%
PWM
159
Pacific Wealth Management
California
$7.8M -$573K -5,759 -7%
VCM
160
Virtue Capital Management
Tennessee
$7.56M +$2.87M +28,843 +61%
CWG
161
Cornerstone Wealth Group
North Carolina
$7.49M +$1.2M +12,034 +19%
FAIM
162
Financial Advocates Investment Management
Washington
$7.49M -$579K -5,813 -7%
SF
163
Synovus Financial
Georgia
$7.48M +$713K +7,161 +11%
GEM
164
Global Endowment Management
North Carolina
$7.47M – – –
IWS
165
Insight Wealth Strategies
California
$7.43M +$7.43M +74,624 New
ACM
166
Avalon Capital Management
California
$7.4M -$17.6M -176,306 -70%
CA
167
Cambridge Associates
Massachusetts
$7.39M +$1.05M +10,556 +17%
CFGS
168
Concourse Financial Group Securities
Alabama
$7.14M +$2.55M +25,573 +55%
PAA
169
Peregrine Asset Advisers
Oregon
$6.93M +$6.93M +69,558 New
WJA
170
Willis Johnson & Associates
Texas
$6.89M +$975K +9,790 +16%
SCI
171
Stableford Capital II
Arizona
$6.88M +$5.02M +47,447 +270%
CCA
172
Checchi Capital Advisers
California
$6.87M -$7.82M -78,511 -53%
AFA
173
Atlas Financial Advisors
California
$6.85M +$2.18M +21,928 +47%
HIM
174
Hanlon Investment Management
New Jersey
$6.79M +$3.39M +34,068 +100%
US Bancorp
175
US Bancorp
Minnesota
$6.77M -$5.67M -56,968 -46%
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