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iShares 10-20 Year Treasury Bond ETF

542 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, 280 increasing their positions, 146 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $1.49M

92% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 146

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

16% more capital invested

Capital invested by funds: $9.44B → $10.9B (+$1.51B)

4% more funds holding

Funds holding: 522542 (+20)

2.04% more ownership

Funds ownership: 93.03%95.07% (+2%)

Holders
542
Holders Change
+20
Holders Change %
+3.83%
% of All Funds
7.14%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.3%
New
78
Increased
280
Reduced
146
Closed
50
Calls
$6.01M
Puts
$1.49M
Net Calls
+$4.52M
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
26
Cerity Partners OCIO
New York
$77.7M +$76.7M +764,694 New
SA
27
Sanctuary Advisors
Indiana
$71.1M +$13.6M +135,441 +24%
IUHSA
28
Itau Unibanco Holding S.A.
Brazil
$67.4M -$43M -428,608 -39%
FCBT
29
First Citizens Bank & Trust
North Carolina
$64.7M -$9.28M -92,478 -13%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$62M +$15.5M +154,105 +34%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$58.3M +$16.4M +163,666 +40%
UBS Group
32
UBS Group
Switzerland
$57.6M -$6.26M -62,427 -10%
CIM
33
Confluence Investment Management
Missouri
$57.1M +$32.3M +321,566 +134%
NA
34
NewEdge Advisors
Louisiana
$57M +$23.7M +236,428 +73%
UCFA
35
United Capital Financial Advisors
Texas
$52.1M +$14.1M +140,839 +38%
FIA
36
Foundations Investment Advisors
Arizona
$51.1M +$15M +149,305 +42%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$45.2M +$13.6M +135,667 +44%
HighTower Advisors
38
HighTower Advisors
Illinois
$42.6M +$29.6M +295,211 +238%
SAF
39
Smith Anglin Financial
Texas
$41M +$9.84M +98,022 +32%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$38.2M +$5.35M +53,283 +17%
SWP
41
Sagespring Wealth Partners
Tennessee
$36.4M +$16M +159,439 +80%
Osaic Holdings
42
Osaic Holdings
Arizona
$35.5M +$19.3M +192,662 +125%
JC
43
JB Capital
Connecticut
$32.7M +$9.86M +98,204 +44%
MCM
44
MAI Capital Management
Ohio
$32.2M +$493K +4,915 +2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$31.4M +$1.42M +14,161 +5%
SPIA
46
Steward Partners Investment Advisory
New York
$28.5M +$3.13M +31,173 +13%
DWM
47
Dynasty Wealth Management
Florida
$27.5M +$166K +1,652 +0.6%
CM
48
Castleark Management
Illinois
$26.3M +$4.3M +42,840 +20%
WG
49
Watchman Group
Texas
$24.7M +$24.4M +243,578 New
CW
50
CreativeOne Wealth
Kansas
$24.2M +$2.63M +26,210 +12%

TLH Hedge Fund Activity: Q2 2025 in Review

542 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2025, worth a combined $10.9B — up 16% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new TLH positions and 50 closed out — a net gain of 28 holders — while 280 added to existing stakes and 146 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $489M. The largest seller was Itau Unibanco Holding S.A., cutting an estimated $43M.

  • 542 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2025, up from 522 in Q1 2025.
  • Funds reported $10.9B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 78 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2025 and 50 closed out, a net change of +28 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $489M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2025 was Itau Unibanco Holding S.A., an estimated $43M sold.

Based on aggregated 13F filings for Q2 2025.