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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
UBS Group
26
UBS Group
Switzerland
$65.3M -$6.98M -68,904 -10%
US Bancorp
27
US Bancorp
Minnesota
$62.4M +$11.5M +113,385 +23%
SA
28
Sanctuary Advisors
Indiana
$58.5M +$32.3M +318,894 +130%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$47.3M +$15M +147,641 +48%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$42.6M +$976K +9,632 +2%
Goldman Sachs
31
Goldman Sachs
New York
$42.3M +$4.03M +39,722 +11%
UCFA
32
United Capital Financial Advisors
Texas
$38.6M +$37.5M +369,854 +15,391%
FIA
33
Foundations Investment Advisors
Arizona
$36.7M +$30.8M +303,405 +599%
BEI
34
Benjamin Edwards Inc
Missouri
$35.8M +$34.7M +342,062 +13,414%
NA
35
NewEdge Advisors
Louisiana
$33.7M +$20.8M +204,748 +171%
Fidelity International
36
Fidelity International
Bermuda
$33.6M +$32.8M +323,986 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$33.5M +$6.63M +65,387 +25%
MCM
38
MAI Capital Management
Ohio
$32.4M +$828K +8,170 +3%
VAS
39
Vestmark Advisory Solutions
Massachusetts
$32M +$1.35M +13,296 +4%
SAF
40
Smith Anglin Financial
Texas
$31.7M -$31.2M -307,318 -50%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$30.6M +$6.29M +62,076 +27%
DWM
42
Dynasty Wealth Management
Florida
$27.9M -$201K -1,986 -0.7%
SPIA
43
Steward Partners Investment Advisory
New York
$25.9M +$4.26M +41,988 +20%
G
44
GenTrust
Florida
$25M +$1.49M +14,705 +6%
CIM
45
Confluence Investment Management
Missouri
$25M +$16.6M +163,684 +213%
HCM
46
Hengehold Capital Management
Ohio
$23.4M +$3.5M +34,533 +18%
JC
47
JB Capital
Connecticut
$23.2M +$22.7M +223,502 New
CM
48
Castleark Management
Illinois
$22.4M
JBA
49
Johnson Bixby & Associates
Washington
$22.3M -$460K -4,542 -2%
CW
50
CreativeOne Wealth
Kansas
$22M +$19.6M +192,892 +987%

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.