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iShares 20+ Year Treasury Bond ETF

803 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 364 increasing their positions, 208 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+31
Holders Change %
+4.02%
% of All Funds
12.85%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.6%
New
156
Increased
364
Reduced
208
Closed
108
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$744M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
176
Refined Wealth Management
Utah
$8.09M +$8.09M +76,071 New
GEM
177
Global Endowment Management
North Carolina
$7.98M
SWM
178
Shelton Wealth Management
Texas
$7.95M +$3.66M +34,392 +85%
TA
179
Tactive Advisors
Florida
$7.95M +$7.95M +74,700 New
WJA
180
Willis Johnson & Associates
Texas
$7.84M +$478K +4,495 +6%
MBTD
181
Mechanics Bank - Trust Department
California
$7.83M +$2.1M +19,745 +37%
HIM
182
Hanlon Investment Management
New Jersey
$7.81M +$551K +5,182 +8%
CS
183
Credit Suisse
Switzerland
$7.71M +$6.28M +59,057 +440%
JF
184
Jump Financial
Illinois
$7.67M -$7.81M -73,447 -50%
OLVIG
185
Oliver Lagore Vanvalin Investment Group
Michigan
$7.67M +$6.23M +58,540 +432%
KWM
186
Kingsview Wealth Management
Oregon
$7.62M +$7.62M +71,676 New
IWC
187
Integrated Wealth Concepts
Massachusetts
$7.46M +$3.66M +34,409 +96%
LL
188
LWMG LLC
Minnesota
$7.32M +$7.32M +68,858 New
RIM
189
Redwood Investment Management
Arizona
$7.28M +$665K +6,253 +10%
HWA
190
HCR Wealth Advisors
California
$7.22M +$880K +8,272 +14%
AFA
191
Atlas Financial Advisors
California
$7.22M -$99.4K -934 -1%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$7.2M +$1.91M +17,999 +36%
KFAA
193
Klaas Financial Asset Advisors
Illinois
$7.18M +$257K +2,420 +4%
SF
194
Synovus Financial
Georgia
$7.13M -$867K -8,148 -11%
OIA
195
OneDigital Investment Advisors
Kansas
$7.02M +$2.95M +27,759 +73%
PAG
196
Private Advisor Group
New Jersey
$6.97M -$2.82M -26,507 -29%
CA
197
Cambridge Associates
Massachusetts
$6.89M -$1.01M -9,467 -13%
Verition Fund Management
198
Verition Fund Management
Connecticut
$6.83M +$740K +6,957 +12%
Prudential Financial
199
Prudential Financial
New Jersey
$6.82M +$473K +4,446 +7%
ASN
200
Advisory Services Network
Georgia
$6.8M +$725K +6,812 +12%