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iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
201
Mechanics Bank - Trust Department
California
$5.37M +$5.43M +53,912 New
RCAG
202
Rehmann Capital Advisory Group
Michigan
$5.34M +$4.71M +46,729 +674%
WCWM
203
Wooster Corthell Wealth Management
Connecticut
$5.28M +$399K +3,964 +8%
JSW
204
Journey Strategic Wealth
New Jersey
$5.27M +$558K +5,539 +12%
BMCM
205
Burns Matteson Capital Management
New York
$5.26M +$1.12M +11,163 +27%
ICG
206
InterOcean Capital Group
Tennessee
$5.22M +$5.28M +52,383 New
WP
207
WealthSource Partners
California
$5.19M -$1.21M -12,009 -19%
NFG
208
Northeast Financial Group
Pennsylvania
$5.16M +$1.82M +18,108 +54%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$5.14M +$867K +8,608 +20%
I
210
INVST
Indiana
$5.06M -$185K -1,840 -4%
SRG
211
SBB Research Group
Illinois
$5.02M +$2.03M +20,130 +66%
MM
212
Main Management
California
$5.01M +$2.05M +20,319 +68%
RHP
213
Royal Harbor Partners
Texas
$4.95M +$5.01M +49,764 New
Baird Financial Group
214
Baird Financial Group
Wisconsin
$4.95M +$4.09M +40,586 +446%
SHGA
215
Sand Hill Global Advisors
California
$4.82M +$4.88M +48,391 New
GSWM
216
Greenup Street Wealth Management
Michigan
$4.79M +$236K +2,340 +5%
GSC
217
Ground Swell Capital
South Carolina
$4.72M -$1.26M -12,536 -21%
BC
218
Brookfield Corp
Ontario, Canada
$4.61M -$4.46M -44,249 -49%
LNC
219
Lincoln National Corp
Pennsylvania
$4.48M +$4.53M +44,956 New
First Trust Advisors
220
First Trust Advisors
Illinois
$4.47M +$514K +5,104 +13%
HT
221
HAP Trading
New York
$4.45M +$210K +2,084 +5%
SKK
222
Shepherd Kaplan Krochuk
Massachusetts
$4.4M -$1.35M -13,383 -23%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$4.35M +$24.4K +242 +0.6%
NL
224
NWAM LLC
Washington
$4.29M -$580K -5,756 -12%
CFA
225
Camarda Financial Advisors
Florida
$4.29M +$4.34M +43,052 New