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iShares 10-20 Year Treasury Bond ETF

533 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, 273 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+17
Holders Change %
+3.29%
% of All Funds
7.15%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.31%
New
78
Increased
273
Reduced
146
Closed
49
Calls
$6.01M
Puts
$1.49M
Net Calls
+$4.52M
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Shares
Change %
RA
151
RFG Advisory
Alabama
$4.22M +$757K +7,455 +22%
GRP
152
Global Retirement Partners
California
$4.19M +$4.19M +41,228 New
MWM
153
McNaughton Wealth Management
California
$4.18M +$1.35M +13,289 +48%
LFASL
154
Lugano Financial Advisors SA (LFA)
Switzerland
$4.1M -$99.9K -990 -2%
MOS
155
MGO One Seven
Ohio
$4.08M +$138K +1,354 +3%
GAG
156
Goodman Advisory Group
Massachusetts
$4.01M +$4.01M +39,512 New
FHA
157
First Horizon Advisors
Tennessee
$3.99M +$1.1M +10,815 +38%
FHC
158
First Heartland Consultants
Missouri
$3.97M -$5.39M -53,022 -58%
SL
159
SWMG LLC
Texas
$3.92M -$296K -2,970 -7%
SA
160
Sovran Advisors
California
$3.79M +$688K +6,924 +22%
CSIA
161
Conrad Siegel Investment Advisors
Pennsylvania
$3.78M +$26.8K +264 +0.7%
SAM
162
Smartleaf Asset Management
Massachusetts
$3.66M -$219K -2,172 -6%
CFG
163
Carr Financial Group
Massachusetts
$3.61M -$209K -2,055 -5%
MFG
164
Merit Financial Group
Georgia
$3.59M +$1.38M +13,539 +62%
VPP
165
Vertex Planning Partners
Illinois
$3.55M +$1.88M +18,549 +113%
OWCM
166
One Wealth Capital Management
Arizona
$3.48M +$605K +5,951 +21%
FA
167
Fedenia Advisers
Wisconsin
$3.47M +$666K +6,553 +24%
WWA
168
WCG Wealth Advisors
Nevada
$3.45M +$174K +1,709 +5%
SW
169
SVB Wealth
Massachusetts
$3.43M +$3.43M +33,741 New
Baird Financial Group
170
Baird Financial Group
Wisconsin
$3.42M +$881K +8,669 +35%
TNBTD
171
Trustmark National Bank Trust Department
Mississippi
$3.4M -$83.5K -822 -2%
EPW
172
Endeavor Private Wealth
Kansas
$3.32M +$1.22M +11,969 +58%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$3.31M -$3.14M -30,891 -49%
ASN
174
Advisory Services Network
Georgia
$3.2M +$575K +5,722 +22%
AWP
175
Avid Wealth Partners
Texas
$3.2M +$481K +4,731 +18%