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iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
201
Creative Planning
Kansas
$10.1M -$661K -6,983 -6%
PCM
202
Penserra Capital Management
California
$9.95M +$9.95M +105,160 New
HI
203
Horizon Investments
North Carolina
$9.94M -$1.67M -17,794 -14%
RWPA
204
Richard W. Paul & Associates
Michigan
$9.93M +$436K +4,606 +5%
Marshall Wace
205
Marshall Wace
United Kingdom
$9.91M -$10.2M -108,294 -51%
MCCA
206
Mill Creek Capital Advisors
Pennsylvania
$9.86M +$9.64M +101,860 +4,303%
VAS
207
Vestmark Advisory Solutions
Massachusetts
$9.85M +$9.38M +99,099 +1,992%
SF
208
Summit Financial
New Jersey
$9.68M +$3.22M +33,996 +50%
Schroder Investment Management Group
209
Schroder Investment Management Group
United Kingdom
$9.59M -$52.7M -556,590 -85%
CC
210
Cultivar Capital
Texas
$9.58M +$366K +3,871 +4%
MAG
211
MRA Advisory Group
New Jersey
$9.57M +$9.57M +101,173 New
ACM
212
Arlington Capital Management
Illinois
$9.43M +$9.43M +99,655 New
PP
213
Prudential plc
United Kingdom
$9.4M -$29.5M -312,197 -76%
PWM
214
Palumbo Wealth Management
New York
$9.17M +$139K +1,469 +2%
BCM
215
Basswood Capital Management
New York
$9.1M
SG Americas Securities
216
SG Americas Securities
New York
$9.05M +$7.61M +80,383 +526%
SB
217
Strategic Blueprint
Georgia
$8.98M +$746K +7,888 +9%
BCI
218
Brinker Capital Investments
Pennsylvania
$8.75M -$1.92M -20,275 -18%
OPS
219
Orion Portfolio Solutions
Nebraska
$8.75M -$1.92M -20,275 -18%
KWM
220
Kingsview Wealth Management
Oregon
$8.68M +$104K +1,099 +1%
AIA
221
Alternative Investment Advisors
Florida
$8.61M -$268K -2,895 -3%
GWM
222
Geneos Wealth Management
Colorado
$8.58M -$1.47M -15,570 -15%
Baird Financial Group
223
Baird Financial Group
Wisconsin
$8.58M -$1.44M -15,183 -14%
RIM
224
Redwood Investment Management
Arizona
$8.55M -$1.07M -11,359 -11%
FIA
225
FPC Investment Advisory
California
$8.54M +$8.54M +96,651 New