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iShares 25+ Year Treasury STRIPS Bond ETF

35 hedge funds and large institutions have $80.1M invested in iShares 25+ Year Treasury STRIPS Bond ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

17% more funds holding

Funds holding: 3035 (+5)

5% more capital invested

Capital invested by funds: $76.4M → $80.1M (+$3.71M)

0.04% less ownership

Funds ownership: 6.29%6.25% (-0.04%)

63% less call options, than puts

Call options by funds: $241K | Put options by funds: $646K

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
11
Reduced
9
Closed
6
Calls
$241K
Puts
$646K
Net Calls
-$405K
Net Calls Change
-$105K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$11M -$10.6M -271,908 -48%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$11M -$5.44M -140,000 -32%
Morgan Stanley
3
Morgan Stanley
New York
$9.71M +$10.2M +262,363 +26,236,300%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.53M -$1.16M -29,968 -12%
LPL Financial
5
LPL Financial
California
$7.74M +$7.29M +187,655 +874%
SWA
6
Strategies Wealth Advisors
Michigan
$7.02M +$674K +17,353 +10%
CPC
7
Consolidated Planning Corp
Georgia
$5.46M -$905K -23,310 -14%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.79M +$322K +8,300 +12%
SG
9
Sankala Group
Colorado
$2.73M +$2.71M +69,666 New
QC
10
Quadrature Capital
United Kingdom
$2.52M +$2.65M +68,167 New
Goldman Sachs
11
Goldman Sachs
New York
$2.39M -$46.6K -1,200 -2%
KAS
12
Kestra Advisory Services
Texas
$1.87M +$1.97M +50,654 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.1M +$10.4K +268 +0.9%
TRCT
14
Tower Research Capital (TRC)
New York
$1.01M +$1.06M +27,402 New
GWS
15
Glassman Wealth Services
Virginia
$775K +$813K +20,940 New
BlackRock
16
BlackRock
New York
$733K -$405K -10,415 -34%
D
17
Dentgroup
Louisiana
$628K +$39K +1,004 +6%
BHPW
18
Beverly Hills Private Wealth
California
$622K +$272K +7,012 +71%
JP Morgan Chase
19
JP Morgan Chase
New York
$614K +$25.8K +663 +4%
SFS
20
Sowell Financial Services
Arkansas
$385K +$159K +4,100 +65%
HighTower Advisors
21
HighTower Advisors
Illinois
$271K -$12.3K -317 -4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$224K +$106K +2,720 +82%
RWC
23
Rare Wolf Capital
Washington
$204K +$214K +5,503 New
P
24
&Partners
Tennessee
$196K +$206K +5,300 New
SC
25
Scotia Capital
Ontario, Canada
$141K +$37.8K +972 +34%

GOVZ Hedge Fund Activity: Q4 2025 in Review

35 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) for Q4 2025, worth a combined $80.1M — up 4.8% from $76.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GOVZ positions and 6 closed out — a net gain of 5 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.2M. The largest seller was Bank of America, cutting an estimated $10.6M.

  • 35 institutional investors held iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) as of Q4 2025, up from 30 in Q3 2025.
  • Funds reported $80.1M of iShares 25+ Year Treasury STRIPS Bond ETF stock for Q4 2025, up 4.8% quarter-over-quarter.
  • 11 funds opened new iShares 25+ Year Treasury STRIPS Bond ETF positions in Q4 2025 and 6 closed out, a net change of +5 holders.
  • The largest iShares 25+ Year Treasury STRIPS Bond ETF buyer in Q4 2025 was Morgan Stanley, an estimated $10.2M added.
  • The largest iShares 25+ Year Treasury STRIPS Bond ETF seller in Q4 2025 was Bank of America, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2025.