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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
SHJ
76
Sharkey, Howes & Javer
Colorado
$10.2M +$9.99M +98,529 New
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$10M -$31.3M -308,347 -76%
ACA
78
Affinity Capital Advisors
California
$9.72M +$1.37M +13,530 +16%
FFA
79
Farther Finance Advisors
California
$9.61M +$6.43M +63,478 +220%
BGWM
80
Bridge Generations Wealth Management
Florida
$9.58M -$11.9M -117,823 -56%
FHC
81
First Heartland Consultants
Missouri
$9.56M +$9.34M +92,123 New
AI
82
Arvest Investments
Arkansas
$9.52M +$208K +2,056 +2%
SHIM
83
Stone House Investment Management
Pennsylvania
$9.16M +$7.71M +76,032 +623%
BOC
84
Blue Oak Capital
California
$8.88M -$294K -2,904 -3%
APP
85
Avantax Planning Partners
Iowa
$8.72M +$4.57M +45,103 +116%
MWM
86
Modern Wealth Management
Kansas
$8.58M +$2.38M +23,481 +40%
NWAG
87
Net Worth Advisory Group
Utah
$8.57M +$122K +1,199 +1%
MIFH
88
Migdal Insurance & Financial Holdings
Israel
$8.45M +$2.14M +21,139 +35%
EH
89
Equitable Holdings
New York
$8.22M +$6.67M +65,844 +490%
OWA
90
Octavia Wealth Advisors
Ohio
$8.15M +$7.96M +78,532 New
PWP
91
Prasad Wealth Partners
Ohio
$8.06M +$7.88M +77,703 New
SL
92
Systelligence LLC
Minnesota
$7.97M -$1.45M -14,292 -16%
PCA
93
Prosperity Capital Advisors
Ohio
$7.94M +$7.74M +76,336 New
SAI
94
Savvy Advisors Inc
New York
$7.94M +$5.93M +58,469 +324%
PAG
95
Private Advisor Group
New Jersey
$7.9M -$6.43M -63,414 -45%
SFO
96
Stokes Family Office
Louisiana
$7.78M +$7.6M +74,963 New
AF
97
Arrow Financial
New York
$7.48M -$952K -9,394 -12%
BTI
98
Blue Trust Inc
Georgia
$7.45M +$7.06M +69,679 +3,320%
HFS
99
Hughes Financial Services
Virginia
$7.37M +$238K +2,349 +3%
SB
100
Strategic Blueprint
Georgia
$7.31M +$4.85M +47,872 +212%

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.