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iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
$11.1M +$11M +120,311 New
LWL
202
Leo Wealth LLC
Texas
$10.9M +$367K +4,026 +3%
WFI
203
West Family Investments
California
$10.8M +$2.27M +24,930 +35%
BGI
204
BlueDrive Global Investors
United Kingdom
$10.8M +$5.34M +58,635 +100%
DAS
205
Dynamic Advisor Solutions
Arizona
$10.7M -$396K -4,346 -4%
PFPT
206
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.7M -$271K -2,972 -2%
ODIJL
207
One Day In July LLC
Vermont
$10.7M -$8.55M -93,814 -45%
TF
208
Trek Financial
Arizona
$10.6M +$140K +1,539 +1%
DZ Bank
209
DZ Bank
Germany
$10.6M +$5.98M +65,630 +131%
MCCA
210
Mill Creek Capital Advisors
Pennsylvania
$10.6M +$1.03M +11,335 +11%
RCAG
211
Rehmann Capital Advisory Group
Michigan
$10.4M +$3.23M +35,397 +46%
CC
212
Cultivar Capital
Texas
$10.3M +$1.05M +11,486 +11%
MBTD
213
Mechanics Bank - Trust Department
California
$10.2M -$349K -3,835 -3%
JSSH
214
J. Safra Sarasin Holding
$10.2M +$10.1M +110,700 New
VAS
215
Vestmark Advisory Solutions
Massachusetts
$10.1M +$542K +5,947 +6%
CW
216
CreativeOne Wealth
Kansas
$10M -$7.09M -77,817 -42%
JCM
217
Janney Capital Management
Pennsylvania
$9.95M -$220K -2,412 -2%
RWPA
218
Richard W. Paul & Associates
Michigan
$9.91M +$280K +3,077 +3%
CFD
219
Creative Financial Designs
Indiana
$9.83M -$82.7K -908 -0.8%
FIA
220
FPC Investment Advisory
California
$9.62M +$500K +5,489 +6%
SG Americas Securities
221
SG Americas Securities
New York
$9.62M +$830K +9,108 +10%
SHJ
222
Sharkey, Howes & Javer
Colorado
$9.61M -$1.17M -12,866 -11%
HI
223
Harbour Investments
Wisconsin
$9.53M -$474K -5,206 -5%
BWS
224
Buck Wealth Strategies
Colorado
$9.34M +$8.95M +98,222 +2,739%
EH
225
Equitable Holdings
New York
$9.25M +$2.77M +30,414 +43%