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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
151
MY Wealth Management
Maryland
$18.5M +$9.11M +92,134 +97%
SAI
152
Systematic Alpha Investments
New Jersey
$18.2M +$18.2M +184,000 New
PFMU
153
Privium Fund Management (UK)
United Kingdom
$18.2M +$18.2M +184,980 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$18.1M +$3.37M +34,129 +23%
TIA
155
Traphagen Investment Advisors
New Jersey
$18M +$18M +181,980 New
SC
156
Sinecera Capital
Texas
$17.7M +$5.1M +52,560 +41%
PFS
157
Prospera Financial Services
Texas
$17.5M -$76.6K -775 -0.4%
EWA
158
Exencial Wealth Advisors
Oklahoma
$17.3M +$2.39M +24,173 +16%
Man Group
159
Man Group
United Kingdom
$17.2M +$17.2M +173,955 New
MAG
160
Members Advisory Group
New York
$17M +$1.33M +13,499 +9%
CA
161
Continuum Advisory
Idaho
$16.5M +$14.2M +143,532 +618%
OPCM
162
Osborne Partners Capital Management
California
$16.2M +$16.2M +164,305 New
KWM
163
Kaydan Wealth Management
Michigan
$16.1M +$16.1M +162,785 New
IWM
164
IHT Wealth Management
Illinois
$16.1M -$6.81M -68,870 -30%
ACM
165
Avalon Capital Management
California
$16M +$16M +161,424 New
TC
166
TAP Consulting
Missouri
$15.7M -$1.04M -10,501 -6%
Prudential Financial
167
Prudential Financial
New Jersey
$15.2M -$980K -9,913 -6%
AAS
168
Avantax Advisory Services
Texas
$15.2M +$3.77M +38,095 +33%
SW
169
SlateStone Wealth
Florida
$14.6M +$88.2K +892 +0.6%
OIA
170
OneDigital Investment Advisors
Kansas
$14.6M +$166K +1,679 +1%
JFG
171
Jefferies Financial Group
New York
$14.5M -$12.1M -122,054 -45%
SI
172
Stephens Inc
Arkansas
$14.4M +$1.06M +10,769 +8%
PA
173
Pineridge Advisors
Missouri
$14.4M +$14.4M +145,167 New
EWM
174
Elevatus Welath Management
New York
$14.3M +$14.3M +145,098 New
FHA
175
First Horizon Advisors
Tennessee
$14.3M -$27.5K -278 -0.2%