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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

70 hedge funds and large institutions have $197M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
30
Reduced
20
Closed
11
Calls
Puts
$18.9M
Net Calls
-$18.9M
Net Calls Change
-$18.9M
Name Market Value Shares Shares
Change
Shares
Change %
TIA
1
Traphagen Investment Advisors
New Jersey
$55.7M 2,086,562 +1,069,506 +105%
MML Investors Services
2
MML Investors Services
Massachusetts
$21.3M 798,482 +120,017 +18%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14M 523,721 +273,548 +109%
Franklin Resources
4
Franklin Resources
California
$13.1M 492,150 +24,400 +5%
TIM
5
Tortoise Investment Management
New York
$10.2M 382,746 -3,097 -0.8%
WP
6
WealthShield Partners
North Carolina
$9.92M 371,532 -169,855 -31%
FH
7
FWG Holdings
Florida
$7.84M 308,612 +33,392 +12%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.27M 272,348 +98,036 +56%
Jane Street
9
Jane Street
New York
$6.28M 235,075 -259,328 -52%
RG
10
Retirement Group
California
$4.89M 183,023 +166,215 +989%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.85M 181,665 +85,730 +89%
LPL Financial
12
LPL Financial
California
$3.92M 146,900 -112,581 -43%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.28M 122,898 +102,565 +504%
Bank of America
14
Bank of America
North Carolina
$2.91M 108,958 +72,489 +199%
EWM
15
Elmwood Wealth Management
California
$2.53M 94,686 +38,922 +70%
NCM
16
NCM Capital Management
New Jersey
$2.46M 92,203 -1,722 -2%
Truist Financial
17
Truist Financial
North Carolina
$1.94M 72,747 +5,011 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.94M 72,484 +17,871 +33%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.91M 71,685 +71,685 New
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.82M 68,257 +13,199 +24%
CA
21
Cetera Advisors
Colorado
$1.63M 60,932 +60,932 New
AFG
22
Atomi Financial Group
New York
$1.6M 59,790 -8,768 -13%
LA
23
Latitude Advisors
Florida
$1.4M 52,442 +14,067 +37%
KPWS
24
Kestra Private Wealth Services
Texas
$945K 35,402 +35,402 New
CIBC World Market
25
CIBC World Market
Ontario, Canada
$931K 34,884 +337 +1%