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iShares 10-20 Year Treasury Bond ETF

632 hedge funds and large institutions have $11.6B invested in iShares 10-20 Year Treasury Bond ETF in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 269 increasing their positions, 223 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $4.74M

21% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 223

3.39% more ownership

Funds ownership: 95.56%98.94% (+3.4%)

2% less capital invested

Capital invested by funds: $11.8B → $11.6B (-$203M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 647632 (-15)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
632
Holders Change
-15
Holders Change %
-2.32%
% of All Funds
7.79%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.23%
New
78
Increased
269
Reduced
223
Closed
81
Calls
$18.8M
Puts
$4.74M
Net Calls
+$14.1M
Net Calls Change
+$8.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.31B -$65.5M -640,985 -3%
FFM
2
Forum Financial Management
Illinois
$900M +$44.4M +435,140 +5%
LPL Financial
3
LPL Financial
California
$827M -$106M -1,035,977 -11%
Bank of America
4
Bank of America
North Carolina
$814M +$56.1M +549,821 +7%
BlackRock
5
BlackRock
New York
$464M +$81.8M +800,845 +21%
JP Morgan Chase
6
JP Morgan Chase
New York
$412M +$13.2M +128,898 +3%
Morgan Stanley
7
Morgan Stanley
New York
$380M -$25.2M -246,728 -6%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$303M +$75M +734,336 +32%
Ameriprise
9
Ameriprise
Minnesota
$243M -$82.7M -809,791 -25%
AssetMark Inc
10
AssetMark Inc
California
$229M +$13M +127,673 +6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$212M -$38.1M -373,574 -15%
DWM
12
Dynasty Wealth Management
Florida
$185M +$61.9M +606,584 +49%
Wells Fargo
13
Wells Fargo
California
$174M +$3.14M +30,747 +2%
PAS
14
Park Avenue Securities
New York
$173M -$11.1M -109,062 -6%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$157M -$3.35M -32,774 -2%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$150M +$13.4M +131,350 +10%
Stifel Financial
17
Stifel Financial
Missouri
$148M -$12.7M -124,130 -8%
MML Investors Services
18
MML Investors Services
Massachusetts
$137M -$49.6M -486,125 -26%
RIG
19
RiverFront Investment Group
Virginia
$133M +$1.68M +16,492 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$131M +$10.9M +106,495 +9%
Truist Financial
21
Truist Financial
North Carolina
$109M +$6.09M +59,597 +6%
FCBT
22
First Citizens Bank & Trust
North Carolina
$94.9M +$95.5M +934,764 +12,383%
NA
23
NewEdge Advisors
Louisiana
$93.1M -$5.41M -52,991 -5%
Raymond James Financial
24
Raymond James Financial
Florida
$91M +$6.39M +62,620 +7%
DWM
25
Destination Wealth Management
California
$86.9M +$7.06M +69,095 +9%