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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$1.37B
4
Citigroup
4
Citigroup
New York
$610M
5
UBS Group
5
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$210M
2
SWG
2
Summit Wealth Group
Vermont
$2.04M
3
AWM
3
AE Wealth Management
Kansas
$122M
4
PP
4
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
151
Two Sigma Investments
New York
$11.9M +$9.55M +92,788 +399%
FIB
152
First Interstate Bank
Montana
$11.9M -$78K -758 -0.7%
AIA
153
Acute Investment Advisory
Arizona
$11.7M +$8.05M +78,167 +223%
N
154
Natixis
France
$11.6M +$3.13M +30,401 +37%
AWAU
155
Alliance Wealth Advisors (Utah)
Utah
$11.5M +$291K +2,823 +3%
SKK
156
Shepherd Kaplan Krochuk
Massachusetts
$11.4M +$8.38M +81,366 +275%
RCI
157
RS Crum Inc
California
$11.4M +$589K +5,726 +5%
WMA
158
Wealth Management Associates
New Jersey
$11.3M +$10.5M +101,942 +1,244%
GIM
159
Goelzer Investment Management
Indiana
$11.1M +$1.14M +11,074 +11%
MWM
160
Mattern Wealth Management
Kansas
$11M +$6.22M +60,398 +131%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$11M +$1.63M +15,791 +17%
LFAS
162
Level Four Advisory Services
Texas
$10.9M +$9.11M +88,457 +500%
CF
163
Cantor Fitzgerald
New York
$10.9M -$265K -2,574 -2%
DRS
164
Deane Retirement Strategies
Louisiana
$10.9M +$10.9M +105,563 New
BFG
165
Berger Financial Group
Minnesota
$10.8M -$65K -631 -0.6%
TA
166
TCM Advisors
West Virginia
$10.7M -$10.3M – –
SHFP
167
Second Half Financial Partners
Florida
$10.6M +$10.6M +102,696 New
RHP
168
Royal Harbor Partners
Texas
$10.4M +$1.44M +13,959 +16%
PFP
169
Pinnacle Financial Partners
Tennessee
$10.4M -$46.8K -455 -0.4%
TA
170
Townsend & Associates
Colorado
$10.4M +$6.54M +64,618 +171%
CWG
171
Cornerstone Wealth Group
North Carolina
$10.2M +$10.2M +98,788 New
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$10.1M -$8.65M -84,061 -46%
SA
173
Stewardship Advisors
Pennsylvania
$10M +$327K +3,181 +3%
GSC
174
Ground Swell Capital
South Carolina
$9.99M -$2.88M -27,946 -22%
BCM
175
Basswood Capital Management
New York
$9.89M – – –
5 6
7
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