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iShares 20+ Year Treasury Bond ETF

733 hedge funds and large institutions have $17.8B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 324 increasing their positions, 205 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $8.49B | Put options by funds: $4.05B

58% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 205

47% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 91

20% more capital invested

Capital invested by funds: $14.9B → $17.8B (+$2.9B)

5% more funds holding

Funds holding: 697733 (+36)

4% more funds holding in top 10

Funds holding in top 10: 7982 (+3)

1.52% less ownership

Funds ownership: 74.82%73.31% (-1.5%)

Holders
733
Holders Change
+36
Holders Change %
+5.16%
% of All Funds
12.63%
Holding in Top 10
82
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.8%
% of All Funds
1.41%
New
134
Increased
324
Reduced
205
Closed
91
Calls
$8.49B
Puts
$4.05B
Net Calls
+$4.45B
Net Calls Change
+$2.58B
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.46B +$250M +2,217,125 +10%
Bank of America
2
Bank of America
North Carolina
$1.54B +$606M +5,382,318 +56%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.44B +$53.3M +473,826 +3%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$771M +$101M +898,700 +14%
Fisher Asset Management
5
Fisher Asset Management
Washington
$526M +$569M +5,052,206 +6,047%
MCM
6
Moore Capital Management
New York
$525M +$127M +1,124,600 +28%
Citadel Advisors
7
Citadel Advisors
Florida
$509M +$466M +4,138,894 +497%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$487M +$151M +1,345,386 +39%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$477M +$364M +3,235,994 +228%
NSLI
10
Nan Shan Life Insurance
Taiwan
$412M
BlackRock
11
BlackRock
New York
$372M +$130M +1,158,107 +47%
Jane Street
12
Jane Street
New York
$356M +$161M +1,431,845 +70%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$344M +$91M +808,210 +32%
AssetMark Inc
14
AssetMark Inc
California
$251M +$231M +2,051,284 +511%
Rafferty Asset Management
15
Rafferty Asset Management
New York
$245M +$109M +968,468 +68%
Barclays
16
Barclays
United Kingdom
$243M +$42M +372,610 +19%
UBS Group
17
UBS Group
Switzerland
$236M -$21.1M -187,358 -8%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$209M +$11.7M +104,000 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$188M +$28.2M +250,552 +16%
CI Investments Inc
20
CI Investments Inc
Ontario, Canada
$185M +$168M +1,489,738 +477%
JPG
21
Jordan Park Group
California
$177M +$194M +1,723,199 New
Wells Fargo
22
Wells Fargo
California
$164M +$43.6M +387,496 +32%
AllianceBernstein
23
AllianceBernstein
Tennessee
$157M -$1.08M -9,571 -0.6%
RJA
24
Raymond James & Associates
Florida
$152M +$58.3M +518,153 +54%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$150M +$121M +1,077,936 +277%