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iShares 10-20 Year Treasury Bond ETF

516 hedge funds and large institutions have $9.38B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+37
Holders Change %
+7.72%
% of All Funds
7.01%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.26%
New
105
Increased
243
Reduced
129
Closed
53
Calls
$7.68M
Puts
$2.46M
Net Calls
+$5.22M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$65.3M -$7.15M -68,904 -10%
US Bancorp
27
US Bancorp
Minnesota
$62.4M +$11.8M +113,385 +23%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$47.3M +$15.3M +147,641 +48%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$42.6M +$999K +9,632 +2%
Goldman Sachs
30
Goldman Sachs
New York
$42.3M +$4.12M +39,722 +11%
UCFA
31
United Capital Financial Advisors
Texas
$38.6M +$38.4M +369,854 +15,391%
FIA
32
Foundations Investment Advisors
Arizona
$36.7M +$31.5M +303,405 +599%
BEI
33
Benjamin Edwards Inc
Missouri
$35.8M +$35.5M +342,062 +13,414%
NA
34
NewEdge Advisors
Louisiana
$33.7M +$21.2M +204,748 +171%
Fidelity International
35
Fidelity International
Bermuda
$33.6M +$33.6M +323,986 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$33.5M +$6.78M +65,387 +25%
MCM
37
MAI Capital Management
Ohio
$32.4M +$848K +8,170 +3%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$32M +$1.38M +13,296 +4%
SAF
39
Smith Anglin Financial
Texas
$31.7M -$31.9M -307,318 -50%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$30.6M +$6.44M +62,076 +27%
DWM
41
Dynasty Wealth Management
Florida
$27.9M -$206K -1,986 -0.7%
SPIA
42
Steward Partners Investment Advisory
New York
$25.9M +$4.36M +41,988 +20%
G
43
GenTrust
Florida
$25M +$1.53M +14,705 +6%
CIM
44
Confluence Investment Management
Missouri
$25M +$17M +163,684 +213%
HCM
45
Hengehold Capital Management
Ohio
$23.4M +$3.58M +34,533 +18%
JC
46
JB Capital
Connecticut
$23.2M +$23.2M +223,502 New
CM
47
Castleark Management
Illinois
$22.4M
JBA
48
Johnson Bixby & Associates
Washington
$22.3M -$471K -4,542 -2%
CW
49
CreativeOne Wealth
Kansas
$22M +$20M +192,892 +987%
SWP
50
Sagespring Wealth Partners
Tennessee
$20.6M -$1.27M -12,224 -6%