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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 %
TIA
1
Traphagen Investment Advisors
New Jersey
$27.9M 1,017,056 -393,050 -28%
MML Investors Services
2
MML Investors Services
Massachusetts
$18.6M 678,465 +678,465 New
WP
3
WealthShield Partners
North Carolina
$14.9M 541,387 -40,434 -7%
Jane Street
4
Jane Street
New York
$13.6M 494,403 +391,702 +381%
Franklin Resources
5
Franklin Resources
California
$12.8M 467,750 +467,750 New
TIM
6
Tortoise Investment Management
New York
$10.6M 385,843 +3,582 +0.9%
FH
7
FWG Holdings
Florida
$7.51M 275,220 +275,220 New
LPL Financial
8
LPL Financial
California
$7.13M 259,481 +94,017 +57%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.87M 250,173 +250,173 New
Renaissance Technologies
10
Renaissance Technologies
New York
$6.83M 248,597 +248,597 New
PPW
11
Pasadena Private Wealth
California
$4.89M 177,899 +177,899 New
Osaic Holdings
12
Osaic Holdings
Arizona
$4.79M 174,312 +167,340 +2,400%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.64M 95,935 +95,935 New
NCM
14
NCM Capital Management
New Jersey
$2.58M 93,925 -248 -0.3%
CAN
15
Cetera Advisor Networks
California
$2.24M 81,576 +81,576 New
AFG
16
Atomi Financial Group
New York
$1.88M 68,558 +23,032 +51%
Truist Financial
17
Truist Financial
North Carolina
$1.86M 67,736 +67,736 New
EWM
18
Elmwood Wealth Management
California
$1.53M 55,764 -121,933 -69%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.51M 55,058 +28,592 +108%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.5M 54,613 +54,613 New
NA
21
NewEdge Advisors
Louisiana
$1.37M 51,711 +51,711 New
LA
22
Latitude Advisors
Florida
$1.05M 38,375 +38,375 New
Bank of America
23
Bank of America
North Carolina
$1M 36,469 +36,469 New
CIBC World Market
24
CIBC World Market
Ontario, Canada
$949K 34,547 +16,698 +94%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$783K 28,500 +28,500 New