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iShares 20+ Year Treasury Bond ETF

869 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
201
OneDigital Investment Advisors
Kansas
$8.57M +$1.79M +17,238 +26%
FFM
202
Fullerton Fund Management
Singapore
$8.5M +$8.01M +77,232 +1,457%
ASN
203
Advisory Services Network
Georgia
$8.47M +$1.9M +18,324 +29%
SPIA
204
Steward Partners Investment Advisory
New York
$8.44M -$871K -8,394 -9%
GSWM
205
Greenup Street Wealth Management
Michigan
$8.41M +$2.54M +24,475 +43%
MBTD
206
Mechanics Bank - Trust Department
California
$8.33M +$753K +7,256 +10%
SF
207
Summit Financial
New Jersey
$8.31M +$8.13M +78,416 +3,330%
SC
208
Scotia Capital
Ontario, Canada
$8.09M +$1.75M +16,843 +27%
CW
209
Connectus Wealth
Ohio
$8.08M -$14.6M -140,826 -64%
EWM
210
Executive Wealth Management
Michigan
$8M -$92.4K -891 -1%
RWM
211
Refined Wealth Management
Utah
$7.92M +$86.9K +838 +1%
KWM
212
Kingsview Wealth Management
Oregon
$7.74M +$366K +3,530 +5%
MFG
213
Magnus Financial Group
New York
$7.72M +$7.16M +69,024 +1,148%
GEM
214
Global Endowment Management
North Carolina
$7.72M
GWA
215
GGM Wealth Advisors
Maryland
$7.7M +$5.51M +53,116 +221%
FAIM
216
Financial Advocates Investment Management
Washington
$7.68M +$7.74M +74,598 New
SBLIC
217
Security Benefit Life Insurance Company
Kansas
$7.64M +$7.7M +74,200 New
PI
218
PEAK6 Investments
Illinois
$7.57M +$6.12M +59,044 +409%
HIM
219
Hanlon Investment Management
New Jersey
$7.53M -$29K -280 -0.4%
RCAG
220
Rehmann Capital Advisory Group
Michigan
$7.45M +$952K +9,175 +15%
AFA
221
AllGen Financial Advisors
Florida
$7.41M +$1.76M +16,992 +31%
MM
222
Main Management
California
$7.28M +$1.21M +11,665 +20%
AF
223
Alerus Financial
North Dakota
$7.19M +$7.25M +69,861 New
KFAA
224
Klaas Financial Asset Advisors
Illinois
$7.13M +$182K +1,758 +3%
Mariner
225
Mariner
Kansas
$7.1M -$10.4M -100,098 -59%