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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
151
First Horizon Advisors
Tennessee
$12.9M +$961K +10,833 +8%
HWM
152
Heirloom Wealth Management
Colorado
$12.8M +$12.8M +144,716 New
AF
153
Allworth Financial
California
$12.6M +$8.55M +96,408 +209%
VWM
154
Venturi Wealth Management
Texas
$12.4M +$11.9M +134,516 +2,380%
EWA
155
EP Wealth Advisors
California
$12.3M -$2.81M -31,733 -19%
NYLIM
156
New York Life Investment Management
New York
$12.1M +$7.84M +88,394 +185%
SI
157
Stephens Inc
Arkansas
$11.9M +$243K +2,737 +2%
Amundi
158
Amundi
France
$11.9M -$17.5K -200 -0.1%
CF
159
Centaurus Financial
California
$11.9M +$4.17M +47,038 +54%
WJA
160
Willis Johnson & Associates
Texas
$11.7M +$1.01M +11,444 +10%
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$11.6M
FFM
162
Fullerton Fund Management
Singapore
$11.6M +$4.27M +48,187 +58%
GIM
163
Goelzer Investment Management
Indiana
$11.5M +$1.99M +22,425 +21%
FSC
164
Full Sail Capital
Oklahoma
$11.5M -$3.15M -35,491 -21%
SC
165
Sinecera Capital
Texas
$11.5M -$5.4M -60,860 -32%
CFS
166
Commonwealth Financial Services
West Virginia
$11.5M +$11.5M +129,690 New
AFS
167
AFG Fiduciary Services
Massachusetts
$11.2M +$486K +5,550 +5%
GSWM
168
Greenup Street Wealth Management
Michigan
$11M +$3.72M +41,953 +51%
MC
169
Medici Capital
California
$10.8M +$10.8M +121,600 New
AFA
170
Atlas Financial Advisors
California
$10.7M -$375K -4,233 -3%
TA
171
TCM Advisors
West Virginia
$10.6M -$10.7M
SC
172
Savoie Capital
Illinois
$10.6M +$10.6M +119,000 New
PWS
173
Paragon Wealth Strategies
Florida
$10.4M -$2.22M -25,010 -18%
AssetMark Inc
174
AssetMark Inc
California
$10.3M -$399M -4,497,122 -97%
AAS
175
Avantax Advisory Services
Texas
$10.2M +$4.19M +47,289 +69%