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iShares 10-20 Year Treasury Bond ETF

637 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 132 funds opening new positions, 245 increasing their positions, 223 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 (-$140M)

1.11% less ownership

Funds ownership: 96.59%95.47% (-1.1%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
SW
501
SMART Wealth
Nebraska
$239K
VA
502
Valmark Advisers
Ohio
$238K
MSWMA
503
Market Street Wealth Management Advisors
Indiana
$235K
HCM
504
Hengehold Capital Management
Ohio
$235K
RF
505
Rossby Financial
Florida
$234K
NB
506
Nicolet Bankshares
Wisconsin
$230K
OFS
507
OneAscent Financial Services
Alabama
$227K
MBT
508
Montecito Bank & Trust
California
$223K
FFBTD
509
First Financial Bank - Trust Division
Ohio
$222K
KFG
510
Kelly Financial Group
Connecticut
$219K
LFG
511
Lockerman Financial Group
California
$219K
APW
512
Austin Private Wealth
Texas
$217K
WIM
513
WealthPlan Investment Management
Nebraska
$216K
EWM
514
Empirical Wealth Management
Washington
$213K
BC
515
BDFS Capital
Delaware
$213K
SPW
516
Signet Private Wealth
Illinois
$210K
RSWM
517
Robertson Stephens Wealth Management
California
$210K
NFG
518
Nations Financial Group
Iowa
$209K
ECM
519
Evergreen Capital Management
Washington
$209K
LG
520
Leuthold Group
Minnesota
$208K
AWA
521
Alta Wealth Advisors
Massachusetts
$206K
T
522
Tidemark
California
$203K
BHPW
523
Beverly Hills Private Wealth
California
$202K
AF
524
Advisornet Financial
Minnesota
$199K
ACA
525
Aptus Capital Advisors
Alabama
$196K