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iShares 10-20 Year Treasury Bond ETF

542 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, 280 increasing their positions, 146 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $1.49M

92% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 146

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

16% more capital invested

Capital invested by funds: $9.44B → $10.9B (+$1.51B)

4% more funds holding

Funds holding: 522542 (+20)

2.04% more ownership

Funds ownership: 93.03%95.07% (+2%)

Holders
542
Holders Change
+20
Holders Change %
+3.83%
% 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
0.3%
New
78
Increased
280
Reduced
146
Closed
50
Calls
$6.01M
Puts
$1.49M
Net Calls
+$4.52M
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
326
Focus Financial Network
Minnesota
$726K -$37.5K -374 -5%
PWM
327
Perigon Wealth Management
California
$726K +$111K +1,102 +18%
VA
328
Valmark Advisers
Ohio
$725K +$2.11K +21 +0.3%
CA
329
CoreCap Advisors
Michigan
$711K +$6.92K +69 +1%
SFG
330
Sovereign Financial Group
Connecticut
$707K -$12.7K -127 -2%
LFG
331
Lockerman Financial Group
California
$702K -$85.3K -850 -11%
TCA
332
Transcend Capital Advisors
New Jersey
$702K -$3.01M -29,975 -81%
AAP
333
Arax Advisory Partners
Colorado
$695K +$160K +1,599 +30%
PFM
334
Peak Financial Management
Massachusetts
$695K -$389K -3,873 -36%
WS
335
Wedbush Securities
California
$684K +$107K +1,064 +19%
TPCW
336
TD Private Client Wealth
New York
$666K -$196K -1,953 -23%
WIM
337
WealthPlan Investment Management
Nebraska
$658K +$650K +6,477 New
CWM
338
Congress Wealth Management
Massachusetts
$645K +$336K +3,352 +112%
AWE
339
Avidian Wealth Enterprises
Texas
$644K +$166K +1,657 +35%
FFBTD
340
First Financial Bank - Trust Division
Ohio
$635K -$285K -2,844 -31%
PIMG
341
Patriot Investment Management Group
Tennessee
$632K +$624K +6,221 New
GI
342
GLOBALT Investments
Georgia
$630K -$76.2K -759 -11%
TF
343
Theory Financial
Colorado
$611K +$152K +1,518 +33%
OP
344
ORG Partners
Indiana
$610K +$453K +4,510 +298%
CFA
345
Camarda Financial Advisors
Florida
$604K +$33.9K +338 +6%
DLCIG
346
D.L. Carlson Investment Group
New Hampshire
$593K -$104K -1,040 -15%
FIM
347
Freedom Investment Management
Connecticut
$581K +$273K +2,716 +91%
WA
348
WBH Advisory
Maryland
$569K +$562K +5,603 New
OC
349
Optima Capital
Oregon
$566K +$559K +5,575 New
Creative Planning
350
Creative Planning
Kansas
$562K -$7.33K -73 -1%

TLH Hedge Fund Activity: Q2 2025 in Review

542 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2025, worth a combined $10.9B — up 16% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new TLH positions and 50 closed out — a net gain of 28 holders — while 280 added to existing stakes and 146 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $489M. The largest seller was Itau Unibanco Holding S.A., cutting an estimated $43M.

  • 542 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2025, up from 522 in Q1 2025.
  • Funds reported $10.9B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 78 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2025 and 50 closed out, a net change of +28 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $489M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2025 was Itau Unibanco Holding S.A., an estimated $43M sold.

Based on aggregated 13F filings for Q2 2025.