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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
EPW
101
Evergreen Private Wealth
Colorado
$7.3M +$147K +1,448 +2%
OAP
102
One Advisory Partners
Kansas
$7.07M +$6.04M +59,563 +691%
SC
103
Scotia Capital
Ontario, Canada
$7.05M +$309K +3,052 +5%
LWM
104
Liberty Wealth Management
California
$6.94M +$5.31M +52,340 +356%
CLGM
105
Capitolis Liquid Global Markets
New York
$6.66M +$6.51M +64,200 New
BCI
106
Brinker Capital Investments
Pennsylvania
$6.64M +$4.51M +44,504 +228%
OPS
107
Orion Portfolio Solutions
Nebraska
$6.64M +$4.51M +44,504 +228%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$6.58M +$2.15M +21,230 +50%
Cerity Partners
109
Cerity Partners
New York
$6.56M -$3.1M -30,577 -33%
OIA
110
OneDigital Investment Advisors
Kansas
$6.56M -$985K -9,718 -13%
CCM
111
Coldstream Capital Management
Washington
$6.4M -$1.77M -17,497 -22%
RCS
112
Retirement Capital Strategies
California
$6.38M +$6.23M +61,475 New
TWP
113
Triad Wealth Partners
Kansas
$6.29M +$6.15M +60,629 New
PPWP
114
Premier Path Wealth Partners
New Jersey
$6.08M +$634K +6,259 +12%
RIA
115
Regal Investment Advisors
Michigan
$5.94M +$2.22M +21,907 +62%
WA
116
Wealthstar Advisors
Texas
$5.73M +$5.6M +55,201 New
Jones Financial Companies
117
Jones Financial Companies
Missouri
$5.69M +$1.43M +14,131 +34%
NSLI
118
Nan Shan Life Insurance
Taiwan
$5.68M
BFG
119
Beacon Financial Group
Texas
$5.57M +$4.97M +48,997 +1,047%
T
120
Tidemark
California
$5.4M +$5.27M +51,971 +72,182%
BWM
121
BCGM Wealth Management
Indiana
$5.3M +$4.74M +46,768 +1,079%
IWC
122
Integrated Wealth Concepts
Massachusetts
$5.28M -$1.99M -19,598 -28%
SFI
123
SPC Financial Inc
Maryland
$5.26M +$227K +2,237 +5%
GWM
124
Geneos Wealth Management
Colorado
$5.16M +$3.26M +32,125 +183%
AFA
125
AllGen Financial Advisors
Florida
$5.15M -$58.1K -573 -1%

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.