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iShares 10-20 Year Treasury Bond ETF

522 hedge funds and large institutions have $9.44B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 245 increasing their positions, 130 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $7.68M | Put options by funds: $2.46M

98% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 54

88% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 130

48% more capital invested

Capital invested by funds: $6.39B → $9.44B (+$3.05B)

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

8% more funds holding

Funds holding: 482522 (+40)

4.43% less ownership

Funds ownership: 97.47%93.03% (-4.4%)

Holders
522
Holders Change
+40
Holders Change %
+8.3%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
107
Increased
245
Reduced
130
Closed
54
Calls
$7.68M
Puts
$2.46M
Net Calls
+$5.22M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
226
Collective Family Office
Pennsylvania
$1.7M -$54.3K -536 -3%
VPP
227
Vertex Planning Partners
Illinois
$1.7M +$1.66M +16,346 New
AWM
228
Apollon Wealth Management
South Carolina
$1.7M +$1.44M +14,237 +676%
RSWM
229
Robertson Stephens Wealth Management
California
$1.69M +$856K +8,443 +108%
ODFS
230
O'Donnell Financial Services
California
$1.68M +$1.65M +16,236 New
HCA
231
Heck Capital Advisors
Wisconsin
$1.68M -$2.88M -28,394 -64%
WWG
232
West Wealth Group
California
$1.67M -$131K -1,293 -7%
UB
233
Umpqua Bank
Oregon
$1.61M -$800K -7,896 -34%
MPW
234
MGO Private Wealth
California
$1.57M +$156K +1,541 +11%
QPWM
235
Quadrant Private Wealth Management
Pennsylvania
$1.57M -$655K -6,466 -30%
VCP
236
Verus Capital Partners
Arizona
$1.55M +$1.02M +10,095 +207%
KG
237
Kilter Group
New York
$1.54M +$1.51M +14,885 New
GM
238
GeoWealth Management
Illinois
$1.52M +$473K +4,665 +47%
SWM
239
Spire Wealth Management
Virginia
$1.51M +$51.8K +511 +4%
LPT
240
Legacy Private Trust
Wisconsin
$1.49M -$1.92M -18,985 -57%
SWP
241
ShoreHaven Wealth Partners
New Jersey
$1.47M -$483K -4,764 -25%
CL
242
Choreo LLC
Illinois
$1.45M -$528K -5,205 -27%
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$1.45M -$336K -3,314 -19%
KWM
244
Kingsview Wealth Management
Oregon
$1.44M +$290K +2,864 +26%
SL
245
Sentinus LLC
Illinois
$1.43M +$1.4M +13,828 New
JSL
246
JT Stratford LLC
Georgia
$1.43M +$173K +1,710 +14%
BPA
247
Beacon Pointe Advisors
California
$1.42M -$1.05M -10,369 -43%
CIA
248
Concurrent Investment Advisors
Florida
$1.41M +$1.38M +13,631 New
EB
249
Eastern Bank
Massachusetts
$1.39M -$15.2M -149,640 -92%
TPWA
250
Twin Peaks Wealth Advisors
California
$1.38M +$1.39M +13,695 New

TLH Hedge Fund Activity: Q1 2025 in Review

522 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2025, worth a combined $9.44B — up 48% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new TLH positions and 54 closed out — a net gain of 53 holders — while 245 added to existing stakes and 130 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.12B. The largest seller was Wells Fargo, cutting an estimated $75.8M.

  • 522 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2025, up from 482 in Q4 2024.
  • Funds reported $9.44B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2025, up 48% quarter-over-quarter.
  • 107 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2025 and 54 closed out, a net change of +53 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $1.12B added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2025 was Wells Fargo, an estimated $75.8M sold.

Based on aggregated 13F filings for Q1 2025.