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iShares 25+ Year Treasury STRIPS Bond ETF

33 hedge funds and large institutions have $57.5M invested in iShares 25+ Year Treasury STRIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 6.01%5.29% (-0.72%)

6% less funds holding

Funds holding: 3533 (-2)

19% less capital invested

Capital invested by funds: $70.6M → $57.5M (-$13.1M)

27% less call options, than puts

Call options by funds: $274K | Put options by funds: $377K

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
6
Reduced
16
Closed
7
Calls
$274K
Puts
$377K
Net Calls
-$103K
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$16.4M +$16.2M +427,500 New
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$9.76M +$866K +22,783 +10%
SWA
3
Strategies Wealth Advisors
Michigan
$8.52M +$397K +10,444 +5%
CPC
4
Consolidated Planning Corp
Georgia
$8.45M -$11.3M -296,079 -57%
LPL Financial
5
LPL Financial
California
$3.5M +$986K +25,954 +40%
QC
6
Quadrature Capital
United Kingdom
$1.98M +$1.96M +51,694 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.78M +$1.51M +39,806 +613%
TRCT
8
Tower Research Capital (TRC)
New York
$1.12M -$639K -16,816 -37%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.12M -$85.5K -2,249 -7%
BlackRock
10
BlackRock
New York
$855K -$256K -6,730 -23%
Goldman Sachs
11
Goldman Sachs
New York
$540K +$423K +11,137 +382%
GS
12
GTS Securities
New York
$518K -$83.2K -2,190 -14%
BHPW
13
Beverly Hills Private Wealth
California
$469K +$464K +12,207 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$391K -$98.8K -2,601 -20%
HighTower Advisors
15
HighTower Advisors
Illinois
$294K
Bank of America
16
Bank of America
North Carolina
$227K -$212K -5,573 -48%
Jane Street
17
Jane Street
New York
$222K -$1.65M -43,450 -88%
CCFM
18
Clear Creek Financial Management
Washington
$188K -$13.7K -361 -7%
SFS
19
Sowell Financial Services
Arkansas
$168K +$57K +1,500 +52%
D
20
Dentgroup
Louisiana
$160K -$176K -4,625 -53%
JP Morgan Chase
21
JP Morgan Chase
New York
$147K -$408K -10,728 -74%
CPWA
22
Cerro Pacific Wealth Advisors
California
$118K -$712K -18,726 -86%
Truist Financial
23
Truist Financial
North Carolina
$117K
SC
24
Scotia Capital
Ontario, Canada
$109K -$2.13K -56 -2%
JWCA
25
J.W. Cole Advisors
Florida
$101K +$99.8K +2,625 New

GOVZ Hedge Fund Activity: Q2 2025 in Review

33 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) for Q2 2025, worth a combined $57.5M — down 19% from $70.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GOVZ and 5 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 6 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $16.2M. The largest seller was Consolidated Planning Corp, cutting an estimated $11.3M.

  • 33 institutional investors held iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) as of Q2 2025, down from 35 in Q1 2025.
  • Funds reported $57.5M of iShares 25+ Year Treasury STRIPS Bond ETF stock for Q2 2025, down 19% quarter-over-quarter.
  • 5 funds opened new iShares 25+ Year Treasury STRIPS Bond ETF positions in Q2 2025 and 7 closed out, a net change of -2 holders.
  • The largest iShares 25+ Year Treasury STRIPS Bond ETF buyer in Q2 2025 was Mirae Asset Global Investments, an estimated $16.2M added.
  • The largest iShares 25+ Year Treasury STRIPS Bond ETF seller in Q2 2025 was Consolidated Planning Corp, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2025.