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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

620 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 273 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+34
Holders Change %
+5.8%
% of All Funds
12.54%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.56%
New
97
Increased
273
Reduced
192
Closed
57
Calls
$4.06B
Puts
$7.54B
Net Calls
-$3.48B
Net Calls Change
-$3.38B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
2
UBS Group
UBS Group
Switzerland
$934M
3
Barclays
Barclays
United Kingdom
$807M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$483M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$542M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.38B
2
BAM
BTS Asset Management
Massachusetts
$0
3
BlackRock
BlackRock
New York
$383M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$169M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
201
Royal Fund Management
Florida
$3.87M +$3.87M +23,682 New
BBVA
202
Banco Bilbao Vizcaya Argentaria
Spain
$3.84M -$1.41M -8,609 -27%
WA
203
WESPAC Advisors
California
$3.71M +$1.5M +9,181 +68%
FI
204
FormulaFolio Investments
Michigan
$3.68M -$1.64M -10,052 -31%
FEG
205
Fund Evaluation Group
Ohio
$3.5M +$16K +98 +0.5%
CRWM
206
Castle Rock Wealth Management
California
$3.5M -$4.64M -29,222 -57%
IWC
207
Integrated Wealth Concepts
Massachusetts
$3.49M -$18.5M -113,564 -84%
TC
208
TownSquare Capital
Utah
$3.48M +$3.48M +21,682 New
AIM
209
Astor Investment Management
Illinois
$3.45M +$1.79M +10,966 +108%
SFS
210
Sowell Financial Services
Arkansas
$3.4M +$1.18M +7,205 +53%
AIFAIM
211
American Institute for Advanced Investment Management
Arizona
$3.39M +$92.1K +564 +3%
MWA
212
Moser Wealth Advisors
Washington
$3.37M +$1.82M +11,150 +117%
IWP
213
Icon Wealth Partners
Texas
$3.36M -$33.3K -204 -1%
SB
214
Simmons Bank
Arkansas
$3.36M -$739K -4,524 -18%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$3.33M +$464K +2,845 +16%
IIA
216
IPG Investment Advisors
California
$3.32M -$3.27K -20 -0.1%
UR
217
USCA RIA
Texas
$3.31M +$859K +5,262 +35%
SCP
218
Syntal Capital Partners
Texas
$3.3M +$125K +766 +4%
SWP
219
Stratos Wealth Partners
Ohio
$3.25M +$393K +2,410 +14%
DTIM
220
Danda Trouve Investment Management
Kansas
$3.04M +$2.01M +12,332 +197%
OC
221
Oppenheimer & Co
New York
$3.02M +$529K +3,243 +21%
BA
222
Ballast Advisors
Minnesota
$2.99M +$828K +5,074 +38%
SC
223
Solstein Capital
California
$2.91M +$1.85M +11,306 +173%
RC
224
Rovin Capital
Arizona
$2.91M +$768K +4,703 +36%
HIM
225
HawsGoodwin Investment Management
Tennessee
$2.84M -$117K -718 -4%
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