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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.03%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.61B 76,920,386 +37,456,009 +95%
Bank of America
2
Bank of America
North Carolina
$4.75B 48,085,680 -688,293 -1%
Rafferty Asset Management
3
Rafferty Asset Management
New York
$3.62B 36,566,862 +20,946,006 +134%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.92B 19,445,642 +11,481,438 +144%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.7B 17,210,704 +1,090,199 +7%
BlackRock
6
BlackRock
New York
$1.66B 16,825,133 +3,432,852 +26%
UBS Group
7
UBS Group
Switzerland
$1.35B 13,668,591 +5,095,082 +59%
Jane Street
8
Jane Street
New York
$1.3B 13,141,383 +6,100,822 +87%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$963M 9,739,457 +2,023,240 +26%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$674M 6,817,817 +3,315,562 +95%
Ameriprise
11
Ameriprise
Minnesota
$632M 6,382,457 +2,191,358 +52%
LPL Financial
12
LPL Financial
California
$488M 4,938,628 +324,550 +7%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$463M 4,678,373 +3,843,848 +461%
Wells Fargo
14
Wells Fargo
California
$448M 4,529,887 +158,857 +4%
AssetMark Inc
15
AssetMark Inc
California
$445M 4,497,876 +4,381,387 +3,761%
Osaic Holdings
16
Osaic Holdings
Arizona
$407M 4,118,068 +120,986 +3%
NSLI
17
Nan Shan Life Insurance
Taiwan
$387M 3,913,679 -111,000 -3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$367M 3,714,412 -8,658,178 -70%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$338M 3,435,793 +3,379,211 +5,972%
Barclays
20
Barclays
United Kingdom
$274M 2,770,030 +37,021 +1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$270M 2,732,188 +113,839 +4%
VIA
22
Vantagepoint Investment Advisers
District of Columbia
$245M 2,473,541
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$219M 2,216,900 -638,100 -22%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$214M 2,162,271 -416,876 -16%
Truist Financial
25
Truist Financial
North Carolina
$202M 2,040,619 +216,532 +12%