TLH icon

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
CIA
126
Concurrent Investment Advisors
Florida
$6.46M
SWM
127
SigFig Wealth Management
California
$6.45M
MMA
128
Miracle Mile Advisors
California
$6.37M
SL
129
Systelligence LLC
Minnesota
$6.28M
PFS
130
Prospera Financial Services
Texas
$6.27M
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$6.19M
PPWP
132
Premier Path Wealth Partners
New Jersey
$6.14M
BWM
133
BCGM Wealth Management
Indiana
$6.13M
SCM
134
Sheridan Capital Management
California
$6.11M
CWAI
135
Core Wealth Advisors (Indiana)
Indiana
$6.09M
WPW
136
Watershed Private Wealth
Illinois
$6.08M
State Farm Mutual Automobile Insurance
137
State Farm Mutual Automobile Insurance
Illinois
$5.99M
BFG
138
Beacon Financial Group
Texas
$5.94M
AC
139
AlphaCore Capital
California
$5.93M
WWA
140
WCG Wealth Advisors
Nevada
$5.87M
EFG
141
Elevated Financial Group
Indiana
$5.87M
TVM
142
True Vision MN
Minnesota
$5.79M
SVWG
143
Shared Vision Wealth Group
United States
$5.76M
AFG
144
ABLE Financial Group
Arizona
$5.71M
AWA
145
A4 Wealth Advisors
North Carolina
$5.69M
NSLI
146
Nan Shan Life Insurance
Taiwan
$5.56M
VHAM
147
Van Hulzen Asset Management
California
$5.42M
AAP
148
Arax Advisory Partners
Colorado
$5.24M
SA
149
Sovran Advisors
California
$5.17M
WP
150
WealthShield Partners
North Carolina
$5.15M