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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
FLA
151
Financial Life Advisors
Texas
$4.23M -$6.83M -67,423 -62%
CAM
152
Cobblestone Asset Management
Virginia
$4.1M +$4M +39,503 New
MOS
153
MGO One Seven
Ohio
$4.03M +$2.94M +29,013 +295%
SAM
154
Smartleaf Asset Management
Massachusetts
$3.97M +$579K +5,710 +17%
CFG
155
Carr Financial Group
Massachusetts
$3.9M +$2.71M +26,699 +245%
CSIA
156
Conrad Siegel Investment Advisors
Pennsylvania
$3.84M -$12.1K -119 -0.3%
TCA
157
Transcend Capital Advisors
New Jersey
$3.83M +$162K +1,599 +5%
Legacy Financial Group (Iowa)
158
Legacy Financial Group (Iowa)
Iowa
$3.79M +$3.7M +36,544 New
USCWA
159
U.S. Capital Wealth Advisors
Texas
$3.76M +$1.34M +13,177 +57%
SWM
160
SigFig Wealth Management
California
$3.75M +$3.33M +32,854 +942%
TVM
161
True Vision MN
Minnesota
$3.73M +$2.9M +28,632 +390%
SWC
162
Spectrum Wealth Counsel
Indiana
$3.72M +$3.33M +32,822 +1,092%
PFA
163
Pettinga Financial Advisors
Indiana
$3.7M +$3.61M +35,657 New
SF
164
SWP Financial
California
$3.65M +$3.57M +35,203 New
SVWG
165
Shared Vision Wealth Group
United States
$3.59M +$2.62M +25,833 +295%
TNBTD
166
Trustmark National Bank Trust Department
Mississippi
$3.56M -$2.53K -25 -0.1%
RA
167
RFG Advisory
Alabama
$3.54M +$2.24M +22,083 +184%
KWM
168
Keebeck Wealth Management
Illinois
$3.46M +$2.42M +23,881 +251%
SW
169
Simplicity Wealth
New Jersey
$3.45M +$3.37M +33,260 New
KAS
170
Kestra Advisory Services
Texas
$3.4M +$752K +7,419 +29%
WP
171
WealthShield Partners
North Carolina
$3.38M +$1.84M +18,168 +126%
WWA
172
WCG Wealth Advisors
Nevada
$3.34M +$3.27M +32,232 New
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$3.33M -$2.85M -28,068 -47%
MA
174
Modus Advisors
Minnesota
$3.33M -$145K -1,430 -4%
WPW
175
Watershed Private Wealth
Illinois
$3.31M +$2.26M +22,257 +232%

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.