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iShares 20+ Year Treasury Bond ETF

803 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 364 increasing their positions, 208 reducing their positions, and 108 closing their positions.

Holders
803
Holders Change
+31
Holders Change %
+4.02%
% of All Funds
12.85%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.6%
New
156
Increased
364
Reduced
208
Closed
108
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$744M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
151
Basswood Capital Management
New York
$10.2M +$7.57M +71,148 +285%
SA
152
Stewardship Advisors
Pennsylvania
$10M +$6.16M +57,953 +160%
CI
153
Cavalier Investments
Georgia
$9.99M +$8.57M +80,595 +604%
FHC
154
First Heartland Consultants
Missouri
$9.84M +$3.8M +35,702 +63%
AFS
155
AFG Fiduciary Services
Massachusetts
$9.78M +$4.01M +37,700 +70%
CCA
156
Checchi Capital Advisers
California
$9.71M +$2.37M +22,318 +32%
RG
157
Retirement Group
California
$9.71M -$1.98M -18,574 -17%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$9.64M +$157K +1,472 +2%
SPIA
159
Steward Partners Investment Advisory
New York
$9.61M +$132K +1,244 +1%
MWM
160
MY Wealth Management
Maryland
$9.58M +$9.58M +90,080 New
BMCM
161
Burns Matteson Capital Management
New York
$9.55M +$3.93M +36,941 +70%
PFS
162
Prospera Financial Services
Texas
$9.48M +$637K +5,986 +7%
RHP
163
Royal Harbor Partners
Texas
$9.3M +$4.01M +37,658 +76%
GAG
164
Goodman Advisory Group
Massachusetts
$9.15M -$16.9M -158,533 -65%
ASGS
165
Alpha Square Group S
New York
$9M -$1.05M -9,911 -10%
BTI
166
Blue Trust Inc
Georgia
$8.92M +$8.77M +88,129 +6,057%
TC
167
TAP Consulting
Missouri
$8.92M +$6.48M +60,946 +267%
BC
168
Brookfield Corp
Ontario, Canada
$8.88M +$3.96M +37,226 +80%
WFI
169
West Family Investments
California
$8.83M
N
170
Natixis
France
$8.75M -$9.37M -88,184 -52%
VAS
171
Vestmark Advisory Solutions
Massachusetts
$8.71M -$6.41M -60,253 -42%
BAM
172
Belpointe Asset Management
Nevada
$8.55M +$7.46M +71,747 +679%
EWM
173
Executive Wealth Management
Michigan
$8.36M +$1.68M +15,815 +25%
HGWM
174
Horst & Graben Wealth Management
Oregon
$8.13M +$7.79M +73,192 +2,238%
IWS
175
Insight Wealth Strategies
California
$8.11M +$173K +1,622 +2%