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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
151
Madrona Financial Services
Washington
$15.7M +$1.8M +19,797 +13%
RFM
152
Royal Fund Management
Florida
$15.4M +$1.53M +16,830 +11%
BS
153
Banco Santander
Spain
$15.1M +$5.25M +57,598 +54%
EP
154
Edgestream Partners
New Jersey
$14.9M +$14.8M +162,659 New
WJA
155
Willis Johnson & Associates
Texas
$14.8M +$869K +9,534 +6%
SFS
156
Sowell Financial Services
Arkansas
$14.5M +$1.56M +17,095 +12%
GCM
157
Granby Capital Management
Florida
$14.5M -$3.64M -40,000 -20%
CA
158
Continuum Advisory
Idaho
$14.4M +$268K +2,940 +2%
SW
159
SlateStone Wealth
Florida
$14.4M +$456K +5,002 +3%
SAS
160
SMI Advisory Services
Indiana
$14.2M +$12.7M +139,789 +988%
Comerica Bank
161
Comerica Bank
Texas
$14.2M -$5.04M -55,356 -26%
AFS
162
AFG Fiduciary Services
Massachusetts
$14.1M -$1.01M -11,118 -7%
AIA
163
Alera Investment Advisors
Illinois
$14M +$13.9M +152,713 New
FNC
164
First National Corp
Massachusetts
$14M +$3.87M +42,512 +39%
TC
165
TAP Consulting
Missouri
$13.9M +$2.14M +23,520 +18%
SI
166
Stephens Inc
Arkansas
$13.9M -$713K -7,823 -5%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$13.7M +$2.56M +28,091 +23%
MW
168
Marks Wealth
Maryland
$13.7M +$13.6M +149,495 New
ECM
169
ExodusPoint Capital Management
New York
$13.7M +$13.6M +149,018 New
SC
170
Sinecera Capital
Texas
$13.5M -$1.43M -15,722 -11%
CFS
171
Commonwealth Financial Services
West Virginia
$13.4M +$2.13M +23,347 +19%
CLGM
172
Capitolis Liquid Global Markets
New York
$13.4M +$8.67M +95,100 +186%
KWM
173
Kaydan Wealth Management
Michigan
$13.4M +$13.3M +145,790 New
ASN
174
Advisory Services Network
Georgia
$13.1M +$2.04M +22,364 +19%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$13M -$16.6M -182,540 -56%