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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
JBA
51
Johnson Bixby & Associates
Washington
$22.1M +$293K +2,921 +1%
MWM
52
Modern Wealth Management
Kansas
$22M +$13.4M +133,455 +161%
G
53
GenTrust
Florida
$21.7M -$2.75M -27,390 -11%
IWM
54
IHT Wealth Management
Illinois
$21.6M +$3.23M +32,188 +18%
AI
55
Atria Investments
North Carolina
$19.4M +$3.03M +30,166 +19%
KFS
56
Kelly Financial Services
Massachusetts
$17.6M +$5.89M +58,694 +51%
IWA
57
Icon Wealth Advisors
Texas
$17.4M +$4.33M +43,146 +34%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$17.3M -$183K -1,826 -1%
TF
59
Trek Financial
Arizona
$17.2M +$3.79M +37,731 +29%
GIM
60
Goelzer Investment Management
Indiana
$16.2M +$184K +1,835 +1%
HPG
61
Harvest Portfolios Group
Ontario, Canada
$15.9M -$849K -8,457 -5%
Financial Engines Advisors
62
Financial Engines Advisors
California
$15.7M +$414K +4,122 +3%
SW
63
SteelPeak Wealth
California
$15.5M +$4.72M +47,040 +45%
AAS
64
Avantax Advisory Services
Texas
$14.8M +$4.18M +41,684 +40%
KP
65
Keel Point
Alabama
$14.4M +$2.31K +23 +0%
SHJ
66
Sharkey, Howes & Javer
Colorado
$14.2M +$4.13M +41,193 +42%
HFA
67
High Falls Advisors
New York
$14M +$3.65M +36,342 +36%
BCI
68
Brinker Capital Investments
Pennsylvania
$12.9M +$6.34M +63,180 +99%
SHIM
69
Stone House Investment Management
Pennsylvania
$12.6M +$3.57M +35,567 +40%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$12.5M -$2.74M -27,298 -18%
EH
71
Equitable Holdings
New York
$12.4M +$4.3M +42,897 +54%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$12.1M -$387K -3,857 -3%
SFO
73
Stokes Family Office
Louisiana
$11.2M +$3.52M +35,090 +47%
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$11.2M -$6.58M -65,569 -37%
SB
75
Strategic Blueprint
Georgia
$11M +$3.83M +38,163 +54%

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.