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iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
176
Level Four Advisory Services
Texas
$10.2M +$755K +8,508 +8%
N
177
Natixis
France
$10.2M +$157K +1,775 +2%
WMA
178
Wealth Management Associates
New Jersey
$10.1M +$343K +3,868 +4%
RCI
179
RS Crum Inc
California
$10.1M +$294K +3,320 +3%
JCM
180
Janney Capital Management
Pennsylvania
$10.1M -$239K -2,691 -2%
Verition Fund Management
181
Verition Fund Management
Connecticut
$9.96M +$9.42M +106,253 +1,758%
FIM
182
Freedom Investment Management
Connecticut
$9.84M -$11.9M -133,698 -55%
FIB
183
First Interstate Bank
Montana
$9.61M -$630K -7,107 -6%
BFG
184
Berger Financial Group
Minnesota
$9.52M +$182K +2,048 +2%
BCI
185
Brinker Capital Investments
Pennsylvania
$9.51M +$4.54M +51,177 +91%
OPS
186
Orion Portfolio Solutions
Nebraska
$9.51M +$4.54M +51,177 +91%
IWP
187
Icon Wealth Partners
Texas
$9.49M +$7.01M +79,059 +283%
RG
188
Retirement Group
California
$9.46M +$1.12M +12,679 +13%
SA
189
Stewardship Advisors
Pennsylvania
$9.42M +$780K +8,793 +9%
FIA
190
Foundations Investment Advisors
Arizona
$9.39M +$8.04M +90,696 +599%
CFD
191
Creative Financial Designs
Indiana
$9.36M +$1.32M +14,914 +16%
RHP
192
Royal Harbor Partners
Texas
$9.33M +$342K +3,861 +4%
TC
193
TownSquare Capital
Utah
$9.27M -$21.9M -247,454 -70%
LL
194
LWMG LLC
Minnesota
$9.04M +$1.44M +16,234 +19%
PFP
195
Pinnacle Financial Partners
Tennessee
$8.91M -$24.6K -277 -0.3%
TI
196
Truxt Investmentos
Brazil
$8.84M +$8.84M +100,000 New
I
197
INVST
Indiana
$8.82M +$4.33M +48,785 +96%
RWPA
198
Richard W. Paul & Associates
Michigan
$8.78M +$7.71M +86,948 +719%
SW
199
SteelPeak Wealth
California
$8.73M +$8.22M +92,715 +1,611%
CW
200
CreativeOne Wealth
Kansas
$8.69M +$7.22M +81,448 +492%