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iShares 10-20 Year Treasury Bond ETF

645 hedge funds and large institutions have $11.8B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 244 increasing their positions, 226 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less capital invested

Capital invested by funds: $11.9B → $11.8B (-$133M)

1.06% less ownership

Funds ownership: 96.61%95.55% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

Holders
645
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.1M
Puts
$6.1M
Net Calls
Net Calls Change

Top Buyers

1 +$77.9M
2 +$64.2M
3 +$50.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$46.6M
5
RCI
RS Crum Inc
California
+$32.5M

Top Sellers

1 -$130M
2 -$79.4M
3 -$42.2M
4
Stifel Financial
Stifel Financial
Missouri
-$40.8M
5
US Bancorp
US Bancorp
Minnesota
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
501
James Investment Research
Ohio
$249K
FHA
502
Flagship Harbor Advisors
Massachusetts
$248K
CFG
503
Cassilly Financial Group
Maryland
$242K
EWA
504
Exit Wealth Advisors
Georgia
$241K
SW
505
SMART Wealth
Nebraska
$239K
VA
506
Valmark Advisers
Ohio
$238K
MSWMA
507
Market Street Wealth Management Advisors
Indiana
$235K
HCM
508
Hengehold Capital Management
Ohio
$235K
RF
509
Rossby Financial
Florida
$234K
NB
510
Nicolet Bankshares
Wisconsin
$230K
OFS
511
OneAscent Financial Services
Alabama
$227K
MBT
512
Montecito Bank & Trust
California
$223K
FFBTD
513
First Financial Bank - Trust Division
Ohio
$222K
KFG
514
Kelly Financial Group
Connecticut
$219K
LFG
515
Lockerman Financial Group
California
$219K
APW
516
Austin Private Wealth
Texas
$217K
WIM
517
WealthPlan Investment Management
Nebraska
$216K
EWM
518
Empirical Wealth Management
Washington
$213K
BC
519
BDFS Capital
Delaware
$213K
SPW
520
Signet Private Wealth
Illinois
$210K
RSWM
521
Robertson Stephens Wealth Management
California
$210K
NFG
522
Nations Financial Group
Iowa
$209K
ECM
523
Evergreen Capital Management
Washington
$209K
LG
524
Leuthold Group
Minnesota
$208K
AWA
525
Alta Wealth Advisors
Massachusetts
$206K