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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 %
Comerica Bank
51
Comerica Bank
Texas
$92.1K 3,585 +101 +3%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$61.9K 2,355 -365 -13%
AAP
53
Arax Advisory Partners
Colorado
$50.6K 1,969 -118 -6%
Morgan Stanley
54
Morgan Stanley
New York
$31.9K 1,242 +899 +262%
TAM
55
Tucker Asset Management
Colorado
$25.2K 981 +168 +21%
FHA
56
First Horizon Advisors
Tennessee
$15.1K 587 -215 -27%
NSIM
57
North Star Investment Management
Illinois
$2.97K 116 +4 +4%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.57K 100 – –
PS
59
Principal Securities
Iowa
$2.57K 100 +100 New
CPA
60
Clear Point Advisors
New York
$277 11 -1,000 -99%
AWM
61
Activest Wealth Management
Florida
$107 4 – –
Wells Fargo
62
Wells Fargo
California
$33 1 – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$26 1 – –
GC
64
GFG Capital
Florida
– – -57,320 Closed
CIBC World Market
65
CIBC World Market
Ontario, Canada
– – -34,884 Closed
ZF
66
Zega Financial
Florida
– – -18,824 Closed
HighTower Advisors
67
HighTower Advisors
Illinois
– – -12,513 Closed
Renaissance Technologies
68
Renaissance Technologies
New York
– – -10,932 Closed
ASN
69
Advisory Services Network
Georgia
– – -10,088 Closed
TCM
70
Triumph Capital Management
Colorado
– – -10,055 Closed
PPW
71
Pasadena Private Wealth
California
– – -9,995 Closed
IHWM
72
Iron Horse Wealth Management
Iowa
– – -100 Closed
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
– – -47 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
AIC
75
Anthracite Investment Company
Texas
– – – –
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3
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