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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
Bank of America
1
Bank of America
North Carolina
$9.57B +$3.64B +37,742,733 +63%
Rafferty Asset Management
2
Rafferty Asset Management
New York
$4.63B +$701M +7,273,445 +18%
Morgan Stanley
3
Morgan Stanley
New York
$3.84B -$417M -4,328,272 -10%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.53B +$322M +3,341,238 +10%
BlackRock
5
BlackRock
New York
$1.85B +$219M +2,274,509 +14%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.64B +$1.43B +14,781,768 +750%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.54B -$73.2M -759,069 -5%
UBS Group
8
UBS Group
Switzerland
$1.06B +$145M +1,508,684 +16%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$926M +$704M +7,302,468 +350%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$925M +$98.3M +1,019,106 +12%
Jane Street
11
Jane Street
New York
$859M -$310M -3,212,131 -27%
Citigroup
12
Citigroup
New York
$691M +$247M +2,562,696 +57%
JP Morgan Chase
13
JP Morgan Chase
New York
$626M -$25.7M -266,224 -4%
Barclays
14
Barclays
United Kingdom
$616M +$211M +2,184,974 +53%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$574M -$1.04B -10,805,442 -65%
LPL Financial
16
LPL Financial
California
$567M +$85.3M +884,717 +18%
Wells Fargo
17
Wells Fargo
California
$508M -$31.1M -322,153 -6%
Ameriprise
18
Ameriprise
Minnesota
$458M +$27.5M +285,190 +6%
AssetMark Inc
19
AssetMark Inc
California
$438M +$417M +4,322,688 +3,122%
NSLI
20
Nan Shan Life Insurance
Taiwan
$392M +$5.87M +60,866 +2%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$380M +$78.8M +816,800 +27%
HPG
22
Harvest Portfolios Group
Ontario, Canada
$270M +$66M +683,915 +33%
Osaic Holdings
23
Osaic Holdings
Arizona
$269M +$50.7M +526,284 +24%
AllianceBernstein
24
AllianceBernstein
Tennessee
$269M +$2M +20,771 +0.8%
OPAM
25
Ocean Park Asset Management
California
$264M +$159M +1,652,380 +159%