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

87 hedge funds and large institutions have $232M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
87
Holders Change
+11
Holders Change %
+14.47%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
25
Increased
30
Reduced
25
Closed
10
Calls
$22.7M
Puts
–
Net Calls
+$22.7M
Net Calls Change
+$22.7M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$33.5M
2
AI
2
Atria Investments
North Carolina
$5.76M
3
CM
3
Columbus Macro
Pennsylvania
$4.87M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.69M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$40.3M
2
LPL Financial
2
LPL Financial
California
$10.3M
3
FH
3
FWG Holdings
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$13.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
NWM
26
Napa Wealth Management
California
$1.35M 57,302 +17,578 +44%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.28M 54,289 +5,530 +11%
HF
28
HRT Financial
New York
$1.03M 43,805 +43,805 New
Stifel Financial
29
Stifel Financial
Missouri
$1.03M 43,762 -5,700 -12%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$944K 40,000 +34,000 +567%
DAS
31
Dynamic Advisor Solutions
Arizona
$858K 36,475 +13,549 +59%
OMC
32
Old Mission Capital
Illinois
$752K 31,971 +31,971 New
GWSA
33
Global Wealth Strategies & Associates
Colorado
$695K 29,564 +29,564 New
Morgan Stanley
34
Morgan Stanley
New York
$680K 28,918 +27,877 +2,678%
WS
35
Wedbush Securities
California
$660K 28,051 +4,425 +19%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$643K 27,350 +5,200 +23%
FHWM
37
Fox Hill Wealth Management
Massachusetts
$602K 25,597 -25,981 -50%
BlackRock
38
BlackRock
New York
$576K 24,500 +24,500 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$541K 23,001 -15,633 -40%
LA
40
Latitude Advisors
Florida
$523K 22,250 -20,877 -48%
BAM
41
Belpointe Asset Management
Nevada
$499K 18,732 +5,220 +39%
FCA
42
Fortis Capital Advisors
Kansas
$499K 18,732 +5,220 +39%
TWC
43
TD Waterhouse Canada
Ontario, Canada
$491K 20,883 -21,464 -51%
DWM
44
Diversify Wealth Management
Utah
$449K 19,500 – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$441K 18,750 -74,775 -80%
SWM
46
Shelton Wealth Management
Texas
$437K 5,000 +5,000 New
LAS
47
Lloyd Advisory Services
Georgia
$434K 18,463 +823 +5%
TCA
48
Transcend Capital Advisors
New Jersey
$398K 16,928 +1,424 +9%
AIM
49
Advyzon Investment Management
Illinois
$363K 15,414 +15,414 New
NA
50
NewEdge Advisors
Louisiana
$347K 14,749 -8,985 -38%
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