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iShares 20+ Year Treasury Bond ETF

1,183 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 495 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,183 (+80)

5.41% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,183
Holders Change
+80
Holders Change %
+7.25%
% of All Funds
16.99%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
495
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
COI
201
Connable Office Inc
Michigan
$12.8M +$144K +1,490 +1%
SF
202
Summit Financial
New Jersey
$12.7M -$958K -9,931 -7%
RWP
203
RWA Wealth Partners
Massachusetts
$12.7M +$11.4M +118,332 +1,081%
PWM
204
Palumbo Wealth Management
New York
$12.7M +$228K +2,368 +2%
SPIA
205
Steward Partners Investment Advisory
New York
$12.6M +$5.08M +52,635 +70%
GIA
206
Gladstone Institutional Advisory
Florida
$12.5M +$2.75M +28,504 +29%
AIA
207
Alera Investment Advisors
Illinois
$12.4M -$2.52M -26,095 -17%
WMA
208
Wealth Management Associates
New Jersey
$12.3M +$238K +2,469 +2%
EWM
209
Elevatus Welath Management
New York
$12.3M +$12.1M +125,340 New
P
210
&Partners
Tennessee
$12.3M +$10.8M +111,609 +762%
SAS
211
SMI Advisory Services
Indiana
$12.3M -$2.46M -25,477 -17%
RAG
212
RIA Advisory Group
Iowa
$12.2M +$12M +124,497 New
Amundi
213
Amundi
France
$12.2M -$665K -6,900 -5%
Wolverine Trading
214
Wolverine Trading
Illinois
$12.1M +$11.8M +122,426 New
Jones Financial Companies
215
Jones Financial Companies
Missouri
$12M +$5.55M +57,520 +89%
GC
216
GFG Capital
Florida
$11.9M +$285K +2,953 +2%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$11.9M +$2.77M +28,761 +31%
CC
218
Cultivar Capital
Texas
$11.8M +$705K +7,308 +6%
FNC
219
First National Corp
Massachusetts
$11.7M -$3.22M -33,429 -22%
VVP
220
Venture Visionary Partners
Ohio
$11.7M +$2.52M +26,161 +28%
PCP
221
Proficio Capital Partners
Massachusetts
$11.7M +$11.5M +118,954 New
SG Americas Securities
222
SG Americas Securities
New York
$11.6M +$1.26M +13,040 +12%
WFI
223
West Family Investments
California
$11.5M
MMA
224
Mizuho Markets Americas
New York
$11.4M +$11.2M +115,751 New
CCA
225
Cadent Capital Advisors
Oklahoma
$11.3M +$3.36M +34,891 +43%