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

76 hedge funds and large institutions have $280M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
32
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$25.1M
2
Bank of America
2
Bank of America
North Carolina
$21.5M
3
SA
3
Sanctuary Advisors
Indiana
$12.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15M
5
Franklin Resources
5
Franklin Resources
California
$24.5M

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$7.81M
2
Truist Financial
2
Truist Financial
North Carolina
$777K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
SC
5
Scotia Capital
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AFG
26
Atomi Financial Group
New York
$1.22M 45,270 -7,244 -14%
LA
27
Latitude Advisors
Florida
$1.16M 43,127 -7,397 -15%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$1.15M 42,347 +8,655 +26%
NWM
29
Napa Wealth Management
California
$1.07M 39,724 +39,724 New
SA
30
SpiderRock Advisors
Delaware
$1.06M 39,225 +39,225 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.04M 38,634 +38,634 New
AssetMark Inc
32
AssetMark Inc
California
$995K 36,843 +36,843 New
WA
33
Wealth Alliance
New York
$995K 36,838 +36,838 New
KPWS
34
Kestra Private Wealth Services
Texas
$942K 34,902 -500 -1%
Truist Financial
35
Truist Financial
North Carolina
$777K 28,777 -47,202 -62%
HW
36
Hamilton Wealth
California
$703K 26,054 +26,054 New
NA
37
NewEdge Advisors
Louisiana
$641K 23,734 -816 -3%
WS
38
Wedbush Securities
California
$638K 23,626 +6,896 +41%
DAS
39
Dynamic Advisor Solutions
Arizona
$619K 22,926 +10,999 +92%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$598K 22,150 +22,050 +22,050%
GS
41
GTS Securities
New York
$584K 21,644 +21,644 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$497K 18,390 +6,433 +54%
DWM
43
Diversify Wealth Management
Utah
$494K 19,500 -2,000 -9%
LAS
44
Lloyd Advisory Services
Georgia
$476K 17,640 +897 +5%
TCA
45
Transcend Capital Advisors
New Jersey
$419K 15,504 +1,092 +8%
FCA
46
Fortis Capital Advisors
Kansas
$365K 13,512 -2,706 -17%
BAM
47
Belpointe Asset Management
Nevada
$365K 13,512 -2,706 -17%
CIBC World Market
48
CIBC World Market
Ontario, Canada
$326K 12,085 +12,085 New
AWS
49
Atria Wealth Solutions
New York
$314K 11,631 +577 +5%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$293K 10,848 +10,848 New
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