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iShares 10-20 Year Treasury Bond ETF

533 hedge funds and large institutions have $10.9B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 273 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+17
Holders Change %
+3.29%
% of All Funds
7.14%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.31%
New
78
Increased
273
Reduced
146
Closed
49
Calls
$6.01M
Puts
$1.49M
Net Calls
+$4.52M
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
326
Lockerman Financial Group
California
$702K -$86.4K -850 -11%
TCA
327
Transcend Capital Advisors
New Jersey
$702K -$3.05M -29,975 -81%
AAP
328
Arax Advisory Partners
Colorado
$695K +$162K +1,599 +30%
PFM
329
Peak Financial Management
Massachusetts
$695K -$394K -3,873 -36%
WS
330
Wedbush Securities
California
$684K +$108K +1,064 +19%
TPCW
331
TD Private Client Wealth
New York
$666K -$198K -1,953 -23%
WIM
332
WealthPlan Investment Management
Nebraska
$658K +$658K +6,477 New
CWM
333
Congress Wealth Management
Massachusetts
$645K +$341K +3,352 +112%
AWE
334
Avidian Wealth Enterprises
Texas
$644K +$168K +1,657 +35%
FFBTD
335
First Financial Bank - Trust Division
Ohio
$635K -$289K -2,844 -31%
PIMG
336
Patriot Investment Management Group
Tennessee
$632K +$632K +6,221 New
GI
337
GLOBALT Investments
Georgia
$630K -$77.1K -759 -11%
TF
338
Theory Financial
Colorado
$611K +$153K +1,518 +33%
OP
339
ORG Partners
Indiana
$610K +$457K +4,510 +298%
CFA
340
Camarda Financial Advisors
Florida
$604K +$34.3K +338 +6%
DLCIG
341
D.L. Carlson Investment Group
New Hampshire
$593K -$106K -1,040 -15%
FIM
342
Freedom Investment Management
Connecticut
$581K +$276K +2,716 +91%
WA
343
WBH Advisory
Maryland
$569K +$569K +5,603 New
OC
344
Optima Capital
Oregon
$566K +$566K +5,575 New
Creative Planning
345
Creative Planning
Kansas
$562K -$7.42K -73 -1%
AAS
346
Annex Advisory Services
Wisconsin
$560K -$437K -4,303 -44%
CSPIA
347
Cary Street Partners Investment Advisory
Virginia
$534K +$111K +1,096 +26%
VBFP
348
Valtinson Bruner Financial Planning
Minnesota
$531K -$89.9K -885 -14%
AWM
349
AE Wealth Management
Kansas
$530K +$126K +1,242 +31%
HIM
350
Hanlon Investment Management
New Jersey
$529K +$135K +1,331 +34%