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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,201 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 430 increasing their positions, 449 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+29
Holders Change %
+2.47%
% of All Funds
15.99%
Holding in Top 10
102
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-19.69%
% of All Funds
1.36%
New
242
Increased
430
Reduced
449
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
1
Capula Management
Cayman Islands
$456M
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$195M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.29B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$635M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.8B
2
Bank of America
2
Bank of America
North Carolina
$6.92B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$271M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$18.8M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$942M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
201
Perigon Wealth Management
California
$11M +$1.77M +20,387 +19%
FEG
202
Fund Evaluation Group
Ohio
$10.9M +$1.88M +21,541 +21%
GIA
203
Gladstone Institutional Advisory
Florida
$10.8M -$338K -3,875 -3%
Corient Private Wealth
204
Corient Private Wealth
Florida
$10.8M +$1.39M +15,918 +15%
CG
205
Cynosure Group
Utah
$10.8M +$10.8M +123,413 New
CC
206
Cultivar Capital
Texas
$10.8M +$272K +3,111 +3%
SWA
207
SFMG Wealth Advisors
Texas
$10.6M +$10.6M +121,937 New
MA
208
Mutual Advisors
Nebraska
$10.6M +$535K +6,146 +5%
TF
209
Trek Financial
Arizona
$10.5M -$4.62M -52,885 -31%
VVP
210
Venture Visionary Partners
Ohio
$10.5M +$80.5K +922 +0.8%
WFI
211
West Family Investments
California
$10.3M +$1.91M +21,853 +23%
EH
212
Equitable Holdings
New York
$10.2M -$1.52M -17,352 -13%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$10.1M -$444K -5,079 -4%
PFP
214
Pinnacle Financial Partners
Tennessee
$10M -$11.2M -128,198 -53%
AWA
215
Arete Wealth Advisors
Illinois
$9.97M -$611K -6,991 -6%
RWPA
216
Richard W. Paul & Associates
Michigan
$9.87M +$161K +1,842 +2%
CCMG
217
Clark Capital Management Group
Pennsylvania
$9.85M +$8.04M +92,090 +445%
GBWM
218
Granite Bay Wealth Management
New Hampshire
$9.81M +$9.81M +112,311 New
SA
219
Sovran Advisors
California
$9.8M +$9.8M +114,939 New
ACM
220
Arlington Capital Management
Illinois
$9.76M +$671K +7,689 +7%
DADC
221
D.A. Davidson & Co
Montana
$9.73M +$8.14M +93,233 +512%
HNB
222
Huntington National Bank
Ohio
$9.68M -$8.24M – –
LIM
223
Lingotto Investment Management
United Kingdom
$9.61M +$9.61M +110,000 New
QOP
224
Quinn Opportunity Partners
Virginia
$9.61M +$9.61M +110,000 New
Hudson Bay Capital Management
225
Hudson Bay Capital Management
Connecticut
$9.43M +$9.43M +107,973 New
7 8
9
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