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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
FWA
51
FSC Wealth Advisors
New York
$130K 4,721 +4,721 New
Comerica Bank
52
Comerica Bank
Texas
$93.9K 3,418 +237 +7%
SPIA
53
Steward Partners Investment Advisory
New York
$74.8K 2,722 +1,105 +68%
AAP
54
Arax Advisory Partners
Colorado
$60K 2,185 -145 -6%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$50.1K 1,785 +1,785 New
AF
56
Advisornet Financial
Minnesota
$39K 1,420 +220 +18%
Morgan Stanley
57
Morgan Stanley
New York
$19.1K 692 +691 +69,100%
FHA
58
First Horizon Advisors
Tennessee
$10.4K 380 +380 New
AA
59
Ancora Advisors
Ohio
$9.1K 331 +331 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$8.93K 325
CIAS
61
Capital Investment Advisory Services
North Carolina
$7.39K 269 +18 +7%
EWM
62
Evermay Wealth Management
Virginia
$4.34K 158 +158 New
IHWM
63
Iron Horse Wealth Management
Iowa
$2.75K 100 +100 New
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$1.29K 47 -112 -70%
Wells Fargo
65
Wells Fargo
California
$50 2 +2 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$27 1 +1 New
SSWG
67
Seven Springs Wealth Group
Tennessee
-130,414 Closed
OMC
68
Old Mission Capital
Illinois
-62,493 Closed
MSAM
69
Moloney Securities Asset Management
Missouri
-8,029 Closed
CWA
70
Core Wealth Advisors
Florida
-6,095 Closed
SCA
71
Stonebridge Capital Advisors
Minnesota
-1,200 Closed
BCM
72
BluePath Capital Management
Georgia
-1,109 Closed
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
-521 Closed
CFGS
74
Concourse Financial Group Securities
Alabama