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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

634 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 202 increasing their positions, 233 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+14
Holders Change %
+2.26%
% of All Funds
11.25%
Holding in Top 10
48
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-37.66%
% of All Funds
0.85%
New
135
Increased
202
Reduced
233
Closed
111
Calls
$3.85B
Puts
$5.94B
Net Calls
-$2.09B
Net Calls Change
+$1.39B

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.96B
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$268M
4
Barclays
4
Barclays
United Kingdom
$999M
5
BlackRock
5
BlackRock
New York
$520M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$390M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$158M
3
Morgan Stanley
3
Morgan Stanley
New York
$486M
4
Bank of America
4
Bank of America
North Carolina
$1.28B
5
Wells Fargo
5
Wells Fargo
California
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
176
FDx Advisors
Illinois
$3.4M +$2.84M +18,035 +514%
Creative Planning
177
Creative Planning
Kansas
$3.4M -$910K -5,771 -21%
Northern Trust
178
Northern Trust
Illinois
$3.38M -$2.61M -19,782 -44%
SFA
179
Source Financial Advisors
New York
$3.36M +$3.36M +21,308 New
SB
180
Simmons Bank
Arkansas
$3.22M -$31.2K -198 -1%
Schroder Investment Management Group
181
Schroder Investment Management Group
United Kingdom
$3.2M +$1.47M +9,313 +85%
SMFG
182
Sumitomo Mitsui Financial Group
Japan
$3.08M +$870K +5,517 +39%
KF
183
Krilogy Financial
Missouri
$2.94M +$267K +1,693 +10%
CFGS
184
Concourse Financial Group Securities
Alabama
$2.89M -$5.17M -32,774 -64%
HMS
185
Hanseatic Management Services
New Mexico
$2.8M +$687K +4,356 +33%
BRWA
186
B. Riley Wealth Advisors
Florida
$2.77M +$433K +2,748 +19%
GCM
187
Gladius Capital Management
Illinois
$2.76M +$2.76M +17,500 New
BA
188
Ballast Advisors
Minnesota
$2.76M -$129K -816 -4%
HIM
189
HawsGoodwin Investment Management
Tennessee
$2.76M +$14K +89 +0.5%
SGI
190
Swan Global Investments
Colorado
$2.75M – – –
CRC
191
Catawba River Capital
South Carolina
$2.74M +$2.74M +17,392 New
WF
192
Williams Financial
Vermont
$2.69M +$2.69M +17,029 New
SFS
193
Sowell Financial Services
Arkansas
$2.68M -$600K -3,801 -18%
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$2.66M -$3.1M -19,631 -54%
UAS
195
United Asset Strategies
New York
$2.58M +$244K +1,549 +10%
VHAM
196
Van Hulzen Asset Management
California
$2.58M +$810K +5,134 +46%
BFS
197
Bickling Financial Services
Massachusetts
$2.56M +$2.56M +16,246 New
MCC
198
Money Concepts Capital
Florida
$2.56M +$2.56M +16,248 New
LJAC
199
L.J. Altfest & Co
New York
$2.54M +$2.09M +13,228 +460%
MA
200
Mutual Advisors
Nebraska
$2.51M -$3.2M -20,260 -56%
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