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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
SHJ
201
Sharkey, Howes & Javer
Colorado
$11.8M +$3.49M +35,326 +42%
WMA
202
Wealth Management Associates
New Jersey
$11.7M +$440K +4,448 +4%
CW
203
CreativeOne Wealth
Kansas
$11.6M +$1.94M +19,586 +20%
LL
204
LWMG LLC
Minnesota
$11.3M +$1.25M +12,644 +12%
TFA
205
Transamerica Financial Advisors
Florida
$11.2M +$11.1M +111,787 +6,142%
Creative Planning
206
Creative Planning
Kansas
$11.2M +$3.62M +36,645 +48%
PAG
207
Private Advisor Group
New Jersey
$11.2M +$1.83M +18,490 +19%
BFG
208
Berger Financial Group
Minnesota
$11.2M +$586K +5,929 +6%
KF
209
Krilogy Financial
Missouri
$11.1M -$39M -394,412 -78%
AWAU
210
Alliance Wealth Advisors (Utah)
Utah
$11M +$11M +111,482 New
BCI
211
Brinker Capital Investments
Pennsylvania
$11M +$542K +5,574 +5%
OPS
212
Orion Portfolio Solutions
Nebraska
$11M +$542K +5,574 +5%
MBTD
213
Mechanics Bank - Trust Department
California
$10.9M +$1.89M +19,120 +21%
FNC
214
First National Corp
Massachusetts
$10.9M +$2.72M +27,482 +33%
JCM
215
Janney Capital Management
Pennsylvania
$10.9M -$380K -3,848 -3%
FFN
216
Focus Financial Network
Minnesota
$10.8M +$8.67M +87,648 +404%
Toronto Dominion Bank
217
Toronto Dominion Bank
Ontario, Canada
$10.8M +$8.34M +84,358 +338%
RHP
218
Royal Harbor Partners
Texas
$10.8M +$395K +3,996 +4%
AFA
219
AllGen Financial Advisors
Florida
$10.8M +$10.8M +109,210 New
VFPI
220
Vantage Financial Partners (Illinois)
Illinois
$10.7M +$3.42M +34,594 +47%
I
221
INVST
Indiana
$10.6M +$1.2M +12,617 +13%
GM
222
GeoWealth Management
Illinois
$10.6M +$5.54M +56,061 +109%
GWM
223
Geneos Wealth Management
Colorado
$10.5M +$4.05M +41,008 +63%
Baird Financial Group
224
Baird Financial Group
Wisconsin
$10.5M -$5.37M -54,353 -34%
CFD
225
Creative Financial Designs
Indiana
$10.5M +$16.6K +168 +0.2%