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iShares 10-20 Year Treasury Bond ETF

533 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, 273 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+17
Holders Change %
+3.29%
% of All Funds
7.15%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.31%
New
78
Increased
273
Reduced
146
Closed
49
Calls
$6.01M
Puts
$1.49M
Net Calls
+$4.52M
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
51
Modern Wealth Management
Kansas
$22M +$13.6M +134,281 +162%
G
52
GenTrust
Florida
$21.7M -$2.78M -27,390 -11%
IWM
53
IHT Wealth Management
Illinois
$21.6M +$3.27M +32,188 +18%
AI
54
Atria Investments
North Carolina
$19.4M +$3.06M +30,166 +19%
KFS
55
Kelly Financial Services
Massachusetts
$17.6M +$5.96M +58,694 +51%
IWA
56
Icon Wealth Advisors
Texas
$17.4M +$4.38M +43,146 +34%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$17.3M -$183K -1,826 -1%
TF
58
Trek Financial
Arizona
$17.2M +$3.83M +37,731 +29%
GIM
59
Goelzer Investment Management
Indiana
$16.2M +$186K +1,835 +1%
HPG
60
Harvest Portfolios Group
Ontario, Canada
$15.9M -$859K -8,457 -5%
Financial Engines Advisors
61
Financial Engines Advisors
California
$15.7M +$419K +4,122 +3%
SW
62
SteelPeak Wealth
California
$15.5M +$4.78M +47,040 +45%
AAS
63
Avantax Advisory Services
Texas
$14.8M +$4.24M +41,684 +40%
KP
64
Keel Point
Alabama
$14.4M +$2.34K +23 +0%
SHJ
65
Sharkey, Howes & Javer
Colorado
$14.2M +$4.19M +41,193 +42%
HFA
66
High Falls Advisors
New York
$14M +$3.69M +36,342 +36%
BCI
67
Brinker Capital Investments
Pennsylvania
$12.9M +$6.42M +63,180 +99%
SHIM
68
Stone House Investment Management
Pennsylvania
$12.6M +$3.61M +35,567 +40%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$12.5M -$2.77M -27,298 -18%
EH
70
Equitable Holdings
New York
$12.4M +$4.36M +42,897 +54%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$12.1M -$392K -3,857 -3%
SFO
72
Stokes Family Office
Louisiana
$11.2M +$3.57M +35,090 +47%
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
$11.2M -$6.66M -65,569 -37%
SB
74
Strategic Blueprint
Georgia
$11M +$3.88M +38,163 +54%
ACA
75
Affinity Capital Advisors
California
$11M +$1.08M +10,642 +11%