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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
TIA
1
Traphagen Investment Advisors
New Jersey
$40.3M 1,714,919 -550,734 -24%
Franklin Resources
2
Franklin Resources
California
$33.5M 1,424,105 +470,874 +49%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.9M 761,982 +117,508 +18%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.2M 604,980 +50,677 +9%
Bank of America
5
Bank of America
North Carolina
$13.7M 582,539 -215,606 -27%
MML Investors Services
6
MML Investors Services
Massachusetts
$13.5M 573,469 -151,087 -21%
SA
7
Sanctuary Advisors
Indiana
$12.6M 531,838 +37,249 +8%
LPL Financial
8
LPL Financial
California
$10.3M 437,306 -492,302 -53%
WP
9
WealthShield Partners
North Carolina
$6.46M 274,709 -58,920 -18%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.4M 272,187 +49,814 +22%
AI
11
Atria Investments
North Carolina
$5.76M 244,913 +244,913 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.39M 229,150 +71,686 +46%
CM
13
Columbus Macro
Pennsylvania
$4.87M 206,892 +206,892 New
TIM
14
Tortoise Investment Management
New York
$4.82M 204,788 -84,548 -29%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.74M 116,657 -54,581 -32%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.63M 111,610 +7,600 +7%
FIA
17
Foundations Investment Advisors
Arizona
$2.19M 93,319 +37,349 +67%
NCM
18
NCM Capital Management
New Jersey
$2.17M 92,215 -386 -0.4%
ACM
19
AlphaStar Capital Management
North Carolina
$2.15M 91,410 -53,666 -37%
AssetMark Inc
20
AssetMark Inc
California
$1.84M 78,123 +41,280 +112%
Jane Street
21
Jane Street
New York
$1.83M 77,641 +11,517 +17%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.69M 71,741 +71,741 New
KPWS
23
Kestra Private Wealth Services
Texas
$1.63M 69,221 +34,319 +98%
Truist Financial
24
Truist Financial
North Carolina
$1.45M 61,515 +32,738 +114%
Raymond James Financial
25
Raymond James Financial
Florida
$1.4M 59,570 +59,570 New