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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
GVAG
301
Great Valley Advisor Group
Delaware
$874K -$248K -2,444 -22%
RWS
302
Retirement Wealth Solutions
Wisconsin
$874K +$557K +5,491 +187%
AA
303
AlphaQ Advisors
Florida
$872K +$852K +8,403 New
PP
304
Prudential plc
United Kingdom
$851K -$10.1K -100 -1%
NAS
305
Nicolet Advisory Services
Wisconsin
$850K -$14.7M -144,543 -94%
KFAA
306
Klaas Financial Asset Advisors
Illinois
$824K +$39K +385 +5%
IA
307
IFG Advisory
Georgia
$817K +$366K +3,615 +85%
LFG
308
Lockerman Financial Group
California
$805K +$67K +661 +9%
WF
309
Wayfinding Financial
Washington
$788K -$129K -1,277 -14%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$788K -$53.4K -527 -6%
FFN
311
Focus Financial Network
Minnesota
$781K -$264K -2,604 -26%
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
$777K +$417K +4,117 +122%
VC
313
Vicus Capital
Pennsylvania
$774K +$59.5K +587 +9%
WAL
314
W Advisors LLC
Tennessee
$759K +$493K +4,866 +199%
DC
315
Davenport & Co
Virginia
$755K +$490K +4,834 +197%
BAM
316
BOS Asset Management
Illinois
$754K +$737K +7,268 New
LA
317
Lane & Associates
New Jersey
$744K +$411K +4,055 +130%
JF
318
Jump Financial
Illinois
$739K +$722K +7,120 New
VA
319
Valmark Advisers
Ohio
$738K +$721K +7,112 New
SFG
320
Sovereign Financial Group
Connecticut
$735K +$718K +7,086 New
GI
321
GLOBALT Investments
Georgia
$722K -$76K -750 -10%
CA
322
CoreCap Advisors
Michigan
$719K +$518K +5,111 +281%
DLCIG
323
D.L. Carlson Investment Group
New Hampshire
$713K
CBA
324
Coastal Bridge Advisors
Connecticut
$702K +$685K +6,762 New
AWM
325
Alterna Wealth Management
Texas
$678K +$456K +4,495 +221%

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.