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iShares 10-20 Year Treasury Bond ETF

516 hedge funds and large institutions have $9.38B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+37
Holders Change %
+7.72%
% of All Funds
7.01%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.26%
New
105
Increased
243
Reduced
129
Closed
53
Calls
$7.68M
Puts
$2.46M
Net Calls
+$5.22M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Shares
Change %
VPP
226
Vertex Planning Partners
Illinois
$1.7M +$1.7M +16,346 New
AWM
227
Apollon Wealth Management
South Carolina
$1.7M +$1.48M +14,237 +676%
RSWM
228
Robertson Stephens Wealth Management
California
$1.69M +$876K +8,443 +108%
ODFS
229
O'Donnell Financial Services
California
$1.68M +$1.68M +16,236 New
HCA
230
Heck Capital Advisors
Wisconsin
$1.68M -$2.95M -28,394 -64%
WWG
231
West Wealth Group
California
$1.67M -$135K -1,293 -7%
UB
232
Umpqua Bank
Oregon
$1.61M -$819K -7,896 -34%
MPW
233
MGO Private Wealth
California
$1.57M +$160K +1,541 +11%
QPWM
234
Quadrant Private Wealth Management
Pennsylvania
$1.57M -$671K -6,466 -30%
VCP
235
Verus Capital Partners
Arizona
$1.55M +$1.05M +10,095 +207%
KG
236
Kilter Group
New York
$1.54M +$1.54M +14,885 New
GM
237
GeoWealth Management
Illinois
$1.52M +$484K +4,665 +47%
SWM
238
Spire Wealth Management
Virginia
$1.51M +$53K +511 +4%
LPT
239
Legacy Private Trust
Wisconsin
$1.49M -$1.97M -18,985 -57%
SWP
240
ShoreHaven Wealth Partners
New Jersey
$1.47M -$494K -4,764 -25%
CL
241
Choreo LLC
Illinois
$1.45M -$540K -5,205 -27%
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$1.45M -$344K -3,314 -19%
KWM
243
Kingsview Wealth Management
Oregon
$1.44M +$297K +2,864 +26%
SL
244
Sentinus LLC
Illinois
$1.43M +$1.43M +13,828 New
JSL
245
JT Stratford LLC
Georgia
$1.43M +$177K +1,710 +14%
BPA
246
Beacon Pointe Advisors
California
$1.42M -$1.08M -10,369 -43%
CIA
247
Concurrent Investment Advisors
Florida
$1.41M +$1.41M +13,631 New
EB
248
Eastern Bank
Massachusetts
$1.39M -$15.5M -149,640 -92%
TPWA
249
Twin Peaks Wealth Advisors
California
$1.38M +$1.38M +13,695 New
VWA
250
Visionary Wealth Advisors
Illinois
$1.37M +$1.37M +13,199 New