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

64 hedge funds and large institutions have $192M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
64
Holders Change
-6
Holders Change %
-8.57%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
26
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$6.75M
2
Bank of America
2
Bank of America
North Carolina
$8.35M
3
Franklin Resources
3
Franklin Resources
California
$17.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.5M
5
ACM
5
AlphaStar Capital Management
North Carolina
$4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.82M
2
Jane Street
2
Jane Street
New York
$1.16M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$436K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$19M
5
WP
5
WealthShield Partners
North Carolina
$8.27M
Name Market Value Shares Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$865K 33,692 +24,639 +272%
RIA
27
Regal Investment Advisors
Michigan
$813K 31,670 +6,800 +27%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$732K 28,500 – –
NA
29
NewEdge Advisors
Louisiana
$630K 24,550 +11,150 +83%
DWM
30
Diversify Wealth Management
Utah
$570K 21,500 +21,500 New
SC
31
Scotia Capital
Ontario, Canada
$565K 21,984 -1,816 -8%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$474K 18,200 – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$436K 16,987 -105,911 -86%
WS
34
Wedbush Securities
California
$430K 16,730 +5,530 +49%
LAS
35
Lloyd Advisory Services
Georgia
$430K 16,743 +16,743 New
FCA
36
Fortis Capital Advisors
Kansas
$416K 16,218 +355 +2%
BAM
37
Belpointe Asset Management
Nevada
$416K 16,218 +355 +2%
TCA
38
Transcend Capital Advisors
New Jersey
$370K 14,412 +747 +5%
BFWM
39
Bright Futures Wealth Management
New York
$323K 12,170 -255 -2%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$307K 11,957 -3,161 -21%
DAS
41
Dynamic Advisor Solutions
Arizona
$306K 11,927 +11,927 New
AWS
42
Atria Wealth Solutions
New York
$284K 11,054 -10,990 -50%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$264K 10,267 +10,266 +1,026,600%
HH
44
Hilltop Holdings
Texas
$258K 10,065 -1,000 -9%
SCM
45
Steele Capital Management
Iowa
$231K 9,000 – –
TWM
46
Tradition Wealth Management
Minnesota
$223K 8,674 -1,977 -19%
RJA
47
Raymond James & Associates
Florida
$207K 8,045 -193 -2%
CCFM
48
Clear Creek Financial Management
Washington
$201K 7,818 +7,818 New
FWA
49
FSC Wealth Advisors
New York
$187K 7,281 +253 +4%
SPIA
50
Steward Partners Investment Advisory
New York
$99K 3,854 +1,080 +39%
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