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iShares 10-20 Year Treasury Bond ETF

626 hedge funds and large institutions have $11.8B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 244 increasing their positions, 222 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less capital invested

Capital invested by funds: $11.9B → $11.8B (-$162M)

1.24% less ownership

Funds ownership: 96.59%95.35% (-1.2%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
626
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.1M
Puts
$6.1M
Net Calls
Net Calls Change

Top Buyers

1 +$77.9M
2 +$64.2M
3 +$50.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$46.6M
5
RCI
RS Crum Inc
California
+$32.5M

Top Sellers

1 -$130M
2 -$79.4M
3 -$42.2M
4
Stifel Financial
Stifel Financial
Missouri
-$40.8M
5
US Bancorp
US Bancorp
Minnesota
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
ShoreHaven Wealth Partners
New Jersey
$1.79M
QPWM
252
Quadrant Private Wealth Management
Pennsylvania
$1.78M
AIM
253
Advyzon Investment Management
Illinois
$1.78M
JWA
254
JFS Wealth Advisors
Pennsylvania
$1.77M
SPC
255
Sigma Planning Corp
Michigan
$1.76M
RFM
256
Royal Fund Management
Florida
$1.74M
JSL
257
JT Stratford LLC
Georgia
$1.71M
PI
258
PFG Investments
New York
$1.69M
LIM
259
Leavell Investment Management
Alabama
$1.68M
FA
260
Fermata Advisors
California
$1.63M
NS
261
NBC Securities
Alabama
$1.6M
RIS
262
Richmond Investment Services
Wisconsin
$1.58M
RWS
263
Retirement Wealth Solutions
Wisconsin
$1.57M
Pathstone Holdings
264
Pathstone Holdings
New Jersey
$1.57M
AWM
265
AE Wealth Management
Kansas
$1.56M
APC
266
Aspire Private Capital
North Carolina
$1.56M
PCIA
267
Prime Capital Investment Advisors
Kansas
$1.56M
FHC
268
First Heartland Consultants
Missouri
$1.55M
BBWP
269
Beacon Bridge Wealth Partners
Pennsylvania
$1.51M
PFA
270
Pettinga Financial Advisors
Indiana
$1.51M
BWMG
271
Barnes Wealth Management Group
California
$1.5M
IAS
272
Integrity Advisory Solutions
Texas
$1.5M
USCWA
273
U.S. Capital Wealth Advisors
Texas
$1.5M
VWA
274
Visionary Wealth Advisors
Illinois
$1.48M
VWM
275
Venturi Wealth Management
Texas
$1.46M