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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
KWM
501
Kiker Wealth Management
Georgia
$4.57K
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$4.46K +$3.55K +35 +438%
ITIM
503
Indiana Trust & Investment Management
Indiana
$4.25K
SWA
504
SOA Wealth Advisors
New York
$4.15K -$2.13K -21 -34%
IRC
505
Investors Research Corp
Georgia
$3.94K
CTWM
506
Cherry Tree Wealth Management
Minnesota
$2.9K
NC
507
North Capital
Utah
$2.41K +$2.33K +23 New
NEWAS
508
N.E.W. Advisory Services
Wisconsin
$2.39K +$2.33K +23 New
CFS
509
CGC Financial Services
Oregon
$1.97K
FFA
510
Founders Financial Alliance
North Carolina
$1.87K
AT
511
Arlington Trust
Alabama
$1.66K
KGP
512
Keystone Global Partners
Colorado
$1.66K +$1.62K +16 New
MWA
513
Medallion Wealth Advisors
Connecticut
$1.46K
TAM
514
Tucker Asset Management
Colorado
$1.45K -$17.4K -172 -92%
LFG
515
Larson Financial Group
Missouri
$1.25K +$1.22K +12 New
TFA
516
Transamerica Financial Advisors
Florida
$1K
GI
517
GAMMA Investing
California
$726 +$710 +7 New
GEA
518
Glen Eagle Advisors
New Jersey
$519
PWMG
519
Prestige Wealth Management Group
New Jersey
$519
AWM
520
AllSquare Wealth Management
New York
$311
SWIM
521
Smallwood Wealth Investment Management
New Jersey
$311 +$304 +3 New
HHGA
522
Halbert Hargrove Global Advisors
California
$208
CAWM
523
Capital A Wealth Management
Pennsylvania
$104 +$101 +1 New
DFG
524
Demars Financial Group
Washington
-$70.8M -7,045,441 Closed
Jane Street
525
Jane Street
New York
-$53.6M -538,648 Closed

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.