We are live on ! Find out more
TLH icon

iShares 10-20 Year Treasury Bond ETF

569 hedge funds and large institutions have $11.9B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 311 increasing their positions, 141 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $7.67M | Put options by funds: $3.27M

121% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 141

97% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $10.9B → $11.9B (+$1B)

5% more funds holding

Funds holding: 542569 (+27)

1.54% more ownership

Funds ownership: 95.07%96.61% (+1.5%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
569
Holders Change
+27
Holders Change %
+4.98%
% of All Funds
7.47%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
77
Increased
311
Reduced
141
Closed
39
Calls
$7.67M
Puts
$3.27M
Net Calls
+$4.41M
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
326
Perigon Wealth Management
California
$789K +$52.6K +520 +7%
Bank of Montreal
327
Bank of Montreal
Ontario, Canada
$789K -$12.6K -125 -2%
RFM
328
Royal Fund Management
Florida
$781K -$3.65M -36,068 -83%
WFS
329
WealthGarden F.S.
California
$768K +$363K +3,588 +96%
RF
330
RHS Financial
California
$768K +$261K +2,578 +53%
ATC
331
Argent Trust Co
Tennessee
$757K +$743K +7,349 New
CAM
332
Concorde Asset Management
Michigan
$747K +$731K +7,231 New
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$724K -$299K -2,957 -30%
EB
334
Eastern Bank
Massachusetts
$718K -$94.4K -933 -12%
FFN
335
Focus Financial Network
Minnesota
$716K -$19.7K -195 -3%
CCA
336
Checchi Capital Advisers
California
$704K -$35.8K -354 -5%
LFG
337
Lockerman Financial Group
California
$686K -$24.6K -243 -4%
TPCW
338
TD Private Client Wealth
New York
$671K -$4.15K -41 -0.6%
AWE
339
Avidian Wealth Enterprises
Texas
$669K +$15.7K +155 +2%
AFW
340
Avantra Family Wealth
Pennsylvania
$659K +$189K +1,866 +41%
LA
341
Lifeworks Advisors
Michigan
$657K +$194K +1,921 +43%
HIM
342
Hanlon Investment Management
New Jersey
$656K +$117K +1,156 +22%
HI
343
Harbour Investments
Wisconsin
$652K +$117K +1,160 +22%
PIMG
344
Patriot Investment Management Group
Tennessee
$648K +$6.98K +69 +1%
AWA
345
Arkadios Wealth Advisors
Georgia
$628K +$131K +1,296 +27%
CFA
346
Camarda Financial Advisors
Florida
$626K +$13.5K +133 +2%
GI
347
GLOBALT Investments
Georgia
$600K -$37.7K -373 -6%
CL
348
Choreo LLC
Illinois
$581K -$186K -1,840 -25%
SAW
349
Signal Advisors Wealth
Michigan
$578K +$53K +524 +10%
WEG
350
World Equity Group
Illinois
$565K +$211K +2,082 +61%