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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 %
FHA
76
First Horizon Advisors
Tennessee
$19.6K 833 +247 +42%
KBFS
77
Kohmann Bosshard Financial Services
Ohio
$16.5K 700 +700 New
PSFG
78
Park Square Financial Group
Georgia
$14.6K 619 +619 New
UBS Group
79
UBS Group
Switzerland
$14.1K 600 +600 New
NSIM
80
North Star Investment Management
Illinois
$2.96K 126 +7 +6%
PP
81
Pacifica Partners
Canada
$2.95K 125 – –
PS
82
Principal Securities
Iowa
$2.35K 100 – –
POIA
83
Pin Oak Investment Advisors
Texas
$2K 65 – –
AWM
84
Activest Wealth Management
Florida
$107 5 +1 +25%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$94 4 -14 -78%
Wells Fargo
86
Wells Fargo
California
$26 1 – –
FH
87
FWG Holdings
Florida
– – -346,724 Closed
EWM
88
Elmwood Wealth Management
California
– – -62,839 Closed
AFG
89
Atomi Financial Group
New York
– – -45,270 Closed
GS
90
GTS Securities
New York
– – -21,644 Closed
CCFM
91
Clear Creek Financial Management
Washington
– – -10,666 Closed
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$0 1 -10,266 -100%
HH
93
Hilltop Holdings
Texas
– – -10,065 Closed
Vontobel Holding
94
Vontobel Holding
Switzerland
– – -8,000 Closed
NFSG
95
Newbridge Financial Services Group
Florida
– – -250 Closed
CA
96
Crewe Advisors
Utah
– – -200 Closed
CPA
97
Clear Point Advisors
New York
– – -11 Closed
CFGS
98
Concourse Financial Group Securities
Alabama
– – – –
FC
99
Fore Capital
New York
– – – –
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