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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
PPC
451
Park Place Capital
Alabama
$107K +$14.2K +140 +16%
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$96.8K +$87.1K +859 +877%
WFA
453
Wells Financial Advisors
Massachusetts
$86.6K +$84.6K +835 New
BFO
454
Biltmore Family Office
North Carolina
$81.4K
CIAS
455
Capital Investment Advisory Services
North Carolina
$80.7K +$78.9K +778 New
API
456
Asset Planning Inc
California
$80K +$1.72K +17 +2%
NB
457
NBT Bank
New York
$79.3K -$3.55K -35 -4%
GFPC
458
Global Financial Private Client
Florida
$75.5K +$73.8K +728 New
CPG
459
Cornerstone Planning Group
New Jersey
$67.2K +$65.4K +645 +2,688%
SC
460
SouthState Corp
Florida
$57.1K +$38.8K +383 +229%
IBOK
461
Independence Bank of Kentucky
Kentucky
$55.4K -$6.49K -64 -11%
FCAS
462
First Command Advisory Services
Texas
$46.7K
HT
463
Headlands Technologies
Illinois
$45K -$443K -4,370 -91%
WSFS
464
Wilmington Savings Fund Society
Delaware
$36.9K +$28.7K +283 +388%
NP
465
NorthRock Partners
Minnesota
$35.8K +$30.1K +297 +619%
DJSG
466
D.J. St. Germain
Massachusetts
$34.3K
CA
467
Clearstead Advisors
Ohio
$33.7K -$6.08K -60 -16%
1NWS
468
1 North Wealth Services
Maryland
$33.2K -$8.05M -79,442 -100%
MSWM
469
Mowery & Schoenfeld Wealth Management
Illinois
$30.9K +$30.2K +298 New
PA
470
PSI Advisors
Florida
$30.7K +$30K +296 New
WTC
471
WhitTier Trust Company
Nevada
$28.9K -$4.36K -43 -13%
FGAM
472
Financial Gravity Asset Management
Texas
$26.5K +$25.8K +255 New
UB
473
UMB Bank
Missouri
$26.4K -$8.21K -81 -24%
TC
474
Truvestments Capital
Florida
$21.2K +$20.7K +204 New
NWMP
475
Noble Wealth Management PBC
Colorado
$21.1K

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.