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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
CCFM
51
Clear Creek Financial Management
Washington
$288K 10,666 +2,848 +36%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$277K 10,267
HH
53
Hilltop Holdings
Texas
$272K 10,065
RJA
54
Raymond James & Associates
Florida
$270K 10,001 +1,956 +24%
Vontobel Holding
55
Vontobel Holding
Switzerland
$216K 8,000 +8,000 New
FWA
56
FSC Wealth Advisors
New York
$207K 7,665 +384 +5%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$162K 6,000 -12,200 -67%
SIS
58
Sound Income Strategies
Florida
$149K 5,500 +5,500 New
SPIA
59
Steward Partners Investment Advisory
New York
$134K 4,969 +1,115 +29%
Comerica Bank
60
Comerica Bank
Texas
$99.7K 3,691 +106 +3%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$70.6K 2,614 +2,614 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$63.8K 2,355
AAP
63
Arax Advisory Partners
Colorado
$54.8K 2,028 +59 +3%
Morgan Stanley
64
Morgan Stanley
New York
$28.1K 1,041 -201 -16%
TAM
65
Tucker Asset Management
Colorado
$26.5K 981
FHA
66
First Horizon Advisors
Tennessee
$15.8K 586 -1 -0.2%
NFSG
67
Newbridge Financial Services Group
Florida
$6.75K 250 +250 New
CA
68
Crewe Advisors
Utah
$5.4K 200 +200 New
PP
69
Pacifica Partners
Canada
$3.38K 125 +125 New
NSIM
70
North Star Investment Management
Illinois
$3.21K 119 +3 +3%
PS
71
Principal Securities
Iowa
$2.7K 100
POIA
72
Pin Oak Investment Advisors
Texas
$1K 65 +50 +333%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$494 18 +17 +1,700%
CPA
74
Clear Point Advisors
New York
$299 11
AWM
75
Activest Wealth Management
Florida
$116 4