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

70 hedge funds and large institutions have $197M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
30
Reduced
20
Closed
11
Calls
–
Puts
$18.9M
Net Calls
-$18.9M
Net Calls Change
-$18.9M

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$55.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14M
3
RG
3
Retirement Group
California
$4.89M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$21.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.28M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.28M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$292K
3
WP
3
WealthShield Partners
North Carolina
$9.92M
4
PPW
4
Pasadena Private Wealth
California
$267K
5
LPL Financial
5
LPL Financial
California
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$872K 32,650 +6,261 +24%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$761K 28,500 – –
CAN
28
Cetera Advisor Networks
California
$740K 27,729 -53,847 -66%
RIA
29
Regal Investment Advisors
Michigan
$664K 24,870 +12,100 +95%
SC
30
Scotia Capital
Ontario, Canada
$635K 23,800 +3,800 +19%
AWS
31
Atria Wealth Solutions
New York
$589K 22,044 +5,942 +37%
ZF
32
Zega Financial
Florida
$503K 18,824 +6,391 +51%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$486K 18,200 +18,200 New
BAM
34
Belpointe Asset Management
Nevada
$424K 15,863 +7,806 +97%
FCA
35
Fortis Capital Advisors
Kansas
$424K 15,863 +7,806 +97%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$404K 15,118 -4,287 -22%
TCA
37
Transcend Capital Advisors
New Jersey
$365K 13,665 +1,912 +16%
NA
38
NewEdge Advisors
Louisiana
$358K 13,400 -38,311 -74%
HighTower Advisors
39
HighTower Advisors
Illinois
$334K 12,513 -1,115 -8%
BFWM
40
Bright Futures Wealth Management
New York
$324K 12,425 +12,425 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$319K 11,955 -10,334 -46%
WS
42
Wedbush Securities
California
$299K 11,200 +11,200 New
HH
43
Hilltop Holdings
Texas
$295K 11,065 +11,065 New
Renaissance Technologies
44
Renaissance Technologies
New York
$292K 10,932 -237,665 -96%
TWM
45
Tradition Wealth Management
Minnesota
$284K 10,651 +96 +0.9%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$271K 10,138 +10,138 New
ASN
47
Advisory Services Network
Georgia
$269K 10,088 -1,257 -11%
PPW
48
Pasadena Private Wealth
California
$267K 9,995 -167,904 -94%
TCM
49
Triumph Capital Management
Colorado
$264K 10,055 -76 -0.8%
SCM
50
Steele Capital Management
Iowa
$240K 9,000 – –
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