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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
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Overview Fund Activity

66 hedge funds and large institutions have $167M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+33
Holders Change %
+100%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
16
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$18.6M
2
Franklin Resources
2
Franklin Resources
California
$12.8M
3
Jane Street
3
Jane Street
New York
$13.6M
4
FH
4
FWG Holdings
Florida
$7.51M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.87M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$27.9M
2
SSWG
2
Seven Springs Wealth Group
Tennessee
$0
3
EWM
3
Elmwood Wealth Management
California
$1.53M
4
OMC
4
Old Mission Capital
Illinois
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$533K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$725K 26,389 +12,213 +86%
RJA
27
Raymond James & Associates
Florida
$689K 25,077 -1,438 -5%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$612K 22,289 +403 +2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$559K 20,333 +20,333 New
SC
30
Scotia Capital
Ontario, Canada
$549K 20,000 +20,000 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$533K 19,405 -46,719 -71%
RG
32
Retirement Group
California
$462K 16,808 +16,808 New
AWS
33
Atria Wealth Solutions
New York
$442K 16,102 +16,102 New
HF
34
HRT Financial
New York
$432K 15,738 +15,738 New
WAM
35
Worth Asset Management
Texas
$425K 15,485 +15,485 New
HighTower Advisors
36
HighTower Advisors
Illinois
$373K 13,628 +3,240 +31%
RIA
37
Regal Investment Advisors
Michigan
$351K 12,770 +12,770 New
ZF
38
Zega Financial
Florida
$342K 12,433 +12,433 New
TCA
39
Transcend Capital Advisors
New Jersey
$323K 11,753 +11,753 New
ASN
40
Advisory Services Network
Georgia
$312K 11,345 +930 +9%
TWC
41
TD Waterhouse Canada
Ontario, Canada
$304K 9,220 +9,220 New
TWM
42
Tradition Wealth Management
Minnesota
$290K 10,555 +10,555 New
TCM
43
Triumph Capital Management
Colorado
$278K 10,131 -6,172 -38%
SCM
44
Steele Capital Management
Iowa
$247K 9,000 +9,000 New
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
$224K 8,168 +8,168 New
FCA
46
Fortis Capital Advisors
Kansas
$221K 8,057 +8,057 New
BAM
47
Belpointe Asset Management
Nevada
$221K 8,057 +8,057 New
CCFM
48
Clear Creek Financial Management
Washington
$206K 7,511 +7,511 New
CFCI
49
Comprehensive Financial Consultants Institutional
Indiana
$203K 7,397 +7,397 New
UBS Group
50
UBS Group
Switzerland
$190K 6,904 +6,904 New
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