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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,201 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 430 increasing their positions, 449 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+29
Holders Change %
+2.47%
% of All Funds
15.99%
Holding in Top 10
102
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-19.69%
% of All Funds
1.36%
New
242
Increased
430
Reduced
449
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
1
Capula Management
Cayman Islands
$456M
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$195M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$635M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.8B
2
Bank of America
2
Bank of America
North Carolina
$6.92B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$271M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$18.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$942M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Savoie Capital
Illinois
$16.3M +$16.3M +186,500 New
BAM
152
Belpointe Asset Management
Nevada
$15.7M -$1.73M -17,943 -10%
EWA
153
Exencial Wealth Advisors
Oklahoma
$15.7M +$170K +1,943 +1%
PFS
154
Prospera Financial Services
Texas
$15.7M -$5.26M -60,274 -25%
SA
155
SoftVest Advisors
Texas
$15.5M +$15.5M +177,000 New
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$15.3M -$1.35M -15,506 -8%
CF
157
Centaurus Financial
California
$15.1M -$9.98M -114,273 -40%
NB
158
Northwest Bancshares
Pennsylvania
$15M +$15M +172,084 New
CA
159
Continuum Advisory
Idaho
$15M -$402K -4,600 -3%
Squarepoint
160
Squarepoint
New York
$14.7M +$14.7M +168,405 New
LGA
161
Lebenthal Global Advisors
New York
$14.6M -$10.4M -119,286 -42%
JC
162
JB Capital
Connecticut
$14.4M +$2.2M +25,187 +18%
Principal Financial Group
163
Principal Financial Group
Iowa
$14.4M +$6.69M +76,594 +87%
HI
164
Horizon Investments
North Carolina
$14.4M +$6.9M +79,259 +92%
Fisher Asset Management
165
Fisher Asset Management
Washington
$14.3M -$1.96M -22,461 -12%
OPS
166
Orion Portfolio Solutions
Nebraska
$14.1M +$326K +3,731 +2%
BCI
167
Brinker Capital Investments
Pennsylvania
$14.1M +$326K +3,731 +2%
SA
168
Sicart Associates
New York
$13.8M -$1.01M -11,578 -7%
PP
169
Paloma Partners
Connecticut
$13.4M +$5.1M +58,411 +61%
SW
170
SlateStone Wealth
Florida
$13.4M -$1.28M -14,682 -9%
TC
171
TAP Consulting
Missouri
$13.4M -$45.4K -520 -0.3%
SGI
172
Summit Global Investments
Utah
$13.2M +$715K +8,190 +6%
Point72 Asset Management
173
Point72 Asset Management
Connecticut
$13.1M +$13.1M +150,000 New
TA
174
TCM Advisors
West Virginia
$12.9M -$14.3M – –
MWM
175
MY Wealth Management
Maryland
$12.8M -$3.35M -38,376 -21%
5 6
7
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