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iShares 20+ Year Treasury Bond ETF

1,183 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 495 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,183 (+80)

5.41% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,183
Holders Change
+80
Holders Change %
+7.25%
% of All Funds
16.99%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
495
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
176
Orion Portfolio Solutions
Nebraska
$15.4M +$2.03M +21,082 +15%
TC
177
TAP Consulting
Missouri
$15M +$215K +2,232 +1%
Verition Fund Management
178
Verition Fund Management
Connecticut
$15M +$10.3M +106,415 +228%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$14.8M +$878K +9,109 +6%
KWM
180
Kingsview Wealth Management
Oregon
$14.4M +$7.38M +76,577 +109%
TA
181
TCM Advisors
West Virginia
$14.3M
SC
182
Sinecera Capital
Texas
$14.1M +$1.05M +10,845 +8%
SGI
183
Summit Global Investments
Utah
$14M +$1.15M +11,882 +9%
FHA
184
First Horizon Advisors
Tennessee
$14M +$118K +1,226 +0.9%
CWG
185
Cornerstone Wealth Group
North Carolina
$13.9M +$13.6M +141,228 New
Renaissance Technologies
186
Renaissance Technologies
New York
$13.8M +$13.6M +140,986 New
CLGM
187
Capitolis Liquid Global Markets
New York
$13.8M -$530K -5,500 -4%
JC
188
JB Capital
Connecticut
$13.7M -$6.88M -71,377 -34%
PCM
189
Penserra Capital Management
California
$13.7M +$13.5M +140,031 New
SI
190
Stephens Inc
Arkansas
$13.7M -$1.14M -11,828 -8%
IFG
191
Independent Financial Group
California
$13.3M +$7.13M +73,907 +119%
HH
192
Hilltop Holdings
Texas
$13.3M +$9.87M +102,336 +309%
RCAG
193
Rehmann Capital Advisory Group
Michigan
$13.2M +$2.04M +21,127 +19%
EH
194
Equitable Holdings
New York
$13.2M +$3.22M +33,359 +33%
DAS
195
Dynamic Advisor Solutions
Arizona
$13.2M +$1.66M +17,226 +15%
ASN
196
Advisory Services Network
Georgia
$13.1M
SFS
197
Sowell Financial Services
Arkansas
$13M -$2.51M -26,066 -16%
BFG
198
Berger Financial Group
Minnesota
$13M +$23.9K +248 +0.2%
LAS
199
Legacy Advisory Services
Pennsylvania
$12.9M +$617K +6,401 +5%
APW
200
Austin Private Wealth
Texas
$12.9M +$4.06M +42,080 +47%