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iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
201
Crabel Capital Management
California
$3.74M +$954K +6,472 +35%
SA
202
Scarborough Advisors
Maryland
$3.65M +$3.64M +24,664 New
KP
203
Keel Point
Alabama
$3.62M -$262K -1,775 -7%
KJHP
204
K.J. Harrison & Partners
Ontario, Canada
$3.56M +$3.54M +24,003 New
WP
205
WealthSource Partners
California
$3.5M -$258K -1,752 -7%
RWIA
206
Roger Wittlin Investment Advisory
California
$3.32M +$3.3M +22,383 New
SC
207
Scotia Capital
Ontario, Canada
$3.3M +$12.2K +83 +0.4%
Prudential Financial
208
Prudential Financial
New Jersey
$3.24M -$408K -2,765 -11%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$3.04M -$317K -2,148 -9%
SFO
210
Stokes Family Office
Louisiana
$2.97M +$1.22M +8,288 +71%
NFG
211
Next Financial Group
Texas
$2.96M +$29.6K +201 +1%
SPIA
212
Steward Partners Investment Advisory
New York
$2.92M +$46.1K +313 +2%
HWM
213
HB Wealth Management
Georgia
$2.85M +$2.83M +19,219 New
AFP
214
Ausdal Financial Partners
Iowa
$2.8M +$1.68M +11,426 +153%
BCM
215
Boltwood Capital Management
California
$2.76M +$1.18M +7,983 +75%
SAM
216
SignalPoint Asset Management
Missouri
$2.75M -$356K -2,415 -12%
JIR
217
James Investment Research
Ohio
$2.7M +$2.68M +18,212 +303,533%
WI
218
Wintrust Investments
Illinois
$2.69M -$27.1K -184 -1%
BA
219
Ballast Advisors
Minnesota
$2.68M +$15.5K +105 +0.6%
HW
220
Hamilton Wealth
California
$2.67M +$2.65M +18,005 New
KFS
221
Kelly Financial Services
Massachusetts
$2.63M +$2.5M +16,946 +2,047%
AWM
222
Alterna Wealth Management
Texas
$2.63M +$2.62M +17,769 New
LPT
223
Legacy Private Trust
Wisconsin
$2.59M -$2.93M -19,866 -53%
KCM
224
Kornitzer Capital Management
Kansas
$2.58M
PCP
225
Proficio Capital Partners
Massachusetts
$2.57M +$1.64M +11,114 +179%