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iShares 20+ Year Treasury Bond ETF

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.07B 39,530,737 +1,877,099 +5%
Morgan Stanley
2
Morgan Stanley
New York
$3.39B 32,958,524 +5,152,572 +19%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.42B 13,777,957 +1,368,680 +11%
Rafferty Asset Management
4
Rafferty Asset Management
New York
$1.37B 13,268,542 +4,871,699 +58%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.01B 9,782,438 +968,530 +11%
UBS Group
6
UBS Group
Switzerland
$966M 9,380,942 +3,770,137 +67%
BlackRock
7
BlackRock
New York
$890M 8,650,494 +2,510,071 +41%
Barclays
8
Barclays
United Kingdom
$868M 8,436,736 +3,633,973 +76%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$785M 7,626,892 +5,554,509 +268%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$740M 7,192,389 +1,633,126 +29%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$705M 6,850,070 +320,918 +5%
Citigroup
12
Citigroup
New York
$610M 5,921,676 +3,890,975 +192%
AssetMark Inc
13
AssetMark Inc
California
$475M 4,613,611 -78,303 -2%
Jane Street
14
Jane Street
New York
$432M 4,198,020 -148,457 -3%
Wells Fargo
15
Wells Fargo
California
$424M 4,122,345 +150,188 +4%
NSLI
16
Nan Shan Life Insurance
Taiwan
$414M 4,024,679
Ameriprise
17
Ameriprise
Minnesota
$411M 4,006,624 +929,836 +30%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$396M 3,851,601 +1,378,968 +56%
CI Investments Inc
19
CI Investments Inc
Ontario, Canada
$322M 3,131,360 +2,128,687 +212%
BI
20
Bramshill Investments
Florida
$284M 2,759,068 +2,759,068 New
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$265M 2,594,000 +348,800 +16%
VIA
22
Vantagepoint Investment Advisers
District of Columbia
$248M 2,404,041 +897,800 +60%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$236M 2,294,787 +768,380 +50%
LPL Financial
24
LPL Financial
California
$234M 2,276,689 +277,610 +14%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$222M 2,152,069 +207,441 +11%