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iShares 20+ Year Treasury Bond ETF

602 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 197 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+29
Holders Change %
+5.06%
% of All Funds
10.57%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
197
Reduced
210
Closed
65
Calls
$4.72B
Puts
$7.98B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
176
Csenge Advisory Group
Florida
$3.5M +$1.26M +8,648 +56%
BAM
177
Belpointe Asset Management
Nevada
$3.5M +$2.38M +28,709 +211%
GSEP
178
Golden State Equity Partners
California
$3.5M -$60K -416 -2%
ACP
179
Aveo Capital Partners
Colorado
$3.4M +$596K +4,128 +21%
CCM
180
Ciovacco Capital Management
Georgia
$3.36M -$9.4M -65,096 -74%
Creative Planning
181
Creative Planning
Kansas
$3.35M +$1.74M +12,070 +109%
IWP
182
Innova Wealth Partners
Pennsylvania
$3.31M +$3.31M +22,961 New
BCV
183
Banque Cantonale Vaudoise
Switzerland
$3.3M
SAM
184
Strategy Asset Managers
California
$3.28M -$111K -770 -3%
Neuberger Berman Group
185
Neuberger Berman Group
New York
$3.27M -$1.14M -7,878 -26%
LA
186
Latitude Advisors
Florida
$3.27M +$3.27M +22,688 New
RVM
187
Robinson Value Management
Texas
$3.23M +$3.08M +21,341 +2,008%
AWM
188
Avondale Wealth Management
Texas
$3.22M -$238K -1,652 -7%
SC
189
Scotia Capital
Ontario, Canada
$3.2M +$64.7K +448 +2%
PFA
190
Pettinga Financial Advisors
Indiana
$3.17M +$921K +6,378 +41%
CAMG
191
CWA Asset Management Group
Florida
$3.17M +$3.17M +21,938 New
ECM
192
ExodusPoint Capital Management
New York
$3.16M +$3.16M +21,900 New
NL
193
NEPC LLC
Massachusetts
$3.13M -$5.21M -36,072 -62%
RIA
194
Regal Investment Advisors
Michigan
$3.07M +$2.06M +14,274 +204%
SAM
195
SignalPoint Asset Management
Missouri
$3.03M -$80.1K -555 -3%
CA
196
Calton & Associates
Florida
$2.9M +$2.9M +20,106 New
NFG
197
Next Financial Group
Texas
$2.86M +$170K +1,181 +6%
SPIA
198
Steward Partners Investment Advisory
New York
$2.8M -$765K -5,303 -21%
CFGS
199
Concourse Financial Group Securities
Alabama
$2.77M +$524K +3,628 +23%
SMFG
200
Sumitomo Mitsui Financial Group
Japan
$2.72M -$80.1K -555 -3%