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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
TIA
1
Traphagen Investment Advisors
New Jersey
$54.7M 2,129,307 +42,745 +2%
MML Investors Services
2
MML Investors Services
Massachusetts
$19M 740,795 -57,687 -7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.5M 682,386 +158,665 +30%
Franklin Resources
4
Franklin Resources
California
$17.2M 668,875 +176,725 +36%
TIM
5
Tortoise Investment Management
New York
$9.47M 368,664 -14,082 -4%
FH
6
FWG Holdings
Florida
$8.55M 331,366 +22,754 +7%
Bank of America
7
Bank of America
North Carolina
$8.35M 325,025 +216,067 +198%
WP
8
WealthShield Partners
North Carolina
$8.27M 322,152 -49,380 -13%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$6.75M 262,725 +250,770 +2,098%
ACM
10
AlphaStar Capital Management
North Carolina
$4M 155,640 +155,640 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.8M 148,014 -33,651 -19%
LPL Financial
12
LPL Financial
California
$2.92M 113,739 -33,161 -23%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.45M 95,500 +23,815 +33%
NCM
14
NCM Capital Management
New Jersey
$2.38M 92,509 +306 +0.3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.11M 82,084 +9,600 +13%
Truist Financial
16
Truist Financial
North Carolina
$1.95M 75,979 +3,232 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.82M 71,037 -201,311 -74%
EWM
18
Elmwood Wealth Management
California
$1.66M 64,676 -30,010 -32%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.54M 60,001 -8,256 -12%
AFG
20
Atomi Financial Group
New York
$1.35M 52,514 -7,276 -12%
LA
21
Latitude Advisors
Florida
$1.3M 50,524 -1,918 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.26M 48,869 +38,731 +382%
Jane Street
23
Jane Street
New York
$1.16M 45,181 -189,894 -81%
Stifel Financial
24
Stifel Financial
Missouri
$986K 38,415 +5,765 +18%
KPWS
25
Kestra Private Wealth Services
Texas
$909K 35,402