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iShares 10-20 Year Treasury Bond ETF

535 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, 274 increasing their positions, 146 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.01M
Puts
$1.49M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
326
Sovereign Financial Group
Connecticut
$707K
LFG
327
Lockerman Financial Group
California
$702K
TCA
328
Transcend Capital Advisors
New Jersey
$702K
AAP
329
Arax Advisory Partners
Colorado
$695K
PFM
330
Peak Financial Management
Massachusetts
$695K
WS
331
Wedbush Securities
California
$684K
TPCW
332
TD Private Client Wealth
New York
$666K
WIM
333
WealthPlan Investment Management
Nebraska
$658K
CWM
334
Congress Wealth Management
Massachusetts
$645K
AWE
335
Avidian Wealth Enterprises
Texas
$644K
FFBTD
336
First Financial Bank - Trust Division
Ohio
$635K
PIMG
337
Patriot Investment Management Group
Tennessee
$632K
GI
338
GLOBALT Investments
Georgia
$630K
TF
339
Theory Financial
Colorado
$611K
OP
340
ORG Partners
Indiana
$610K
CFA
341
Camarda Financial Advisors
Florida
$604K
DLCIG
342
D.L. Carlson Investment Group
New Hampshire
$593K
FIM
343
Freedom Investment Management
Connecticut
$581K
WA
344
WBH Advisory
Maryland
$569K
OC
345
Optima Capital
Oregon
$566K
Creative Planning
346
Creative Planning
Kansas
$562K
AAS
347
Annex Advisory Services
Wisconsin
$560K
CSPIA
348
Cary Street Partners Investment Advisory
Virginia
$534K
VBFP
349
Valtinson Bruner Financial Planning
Minnesota
$531K
AWM
350
AE Wealth Management
Kansas
$530K