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iShares 10-20 Year Treasury Bond ETF

542 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, 280 increasing their positions, 146 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $1.49M

92% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 146

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

16% more capital invested

Capital invested by funds: $9.44B → $10.9B (+$1.51B)

4% more funds holding

Funds holding: 522542 (+20)

2.04% more ownership

Funds ownership: 93.03%95.07% (+2%)

Holders
542
Holders Change
+20
Holders Change %
+3.83%
% of All Funds
7.14%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.3%
New
78
Increased
280
Reduced
146
Closed
50
Calls
$6.01M
Puts
$1.49M
Net Calls
+$4.52M
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
151
Principal Securities
Iowa
$4.37M +$3.26M +32,500 +310%
WP
152
WealthShield Partners
North Carolina
$4.32M +$1M +9,995 +31%
CA
153
Cresta Advisors
Texas
$4.25M -$61.3K -611 -1%
RA
154
RFG Advisory
Alabama
$4.22M +$748K +7,455 +22%
GRP
155
Global Retirement Partners
California
$4.19M +$4.14M +41,228 New
MWM
156
McNaughton Wealth Management
California
$4.18M +$1.33M +13,289 +48%
LFASL
157
Lugano Financial Advisors SA (LFA)
Switzerland
$4.1M -$99.3K -990 -2%
MOS
158
MGO One Seven
Ohio
$4.08M +$136K +1,354 +3%
GAG
159
Goodman Advisory Group
Massachusetts
$4.01M +$3.97M +39,512 New
FHA
160
First Horizon Advisors
Tennessee
$3.99M +$1.09M +10,815 +38%
FHC
161
First Heartland Consultants
Missouri
$3.97M -$5.32M -53,022 -58%
SL
162
SWMG LLC
Texas
$3.92M -$298K -2,970 -7%
SA
163
Sovran Advisors
California
$3.79M +$695K +6,924 +22%
CSIA
164
Conrad Siegel Investment Advisors
Pennsylvania
$3.78M +$26.5K +264 +0.7%
SAM
165
Smartleaf Asset Management
Massachusetts
$3.66M -$218K -2,172 -6%
CFG
166
Carr Financial Group
Massachusetts
$3.61M -$206K -2,055 -5%
MFG
167
Merit Financial Group
Georgia
$3.59M +$1.36M +13,539 +62%
VPP
168
Vertex Planning Partners
Illinois
$3.55M +$1.86M +18,549 +113%
OWCM
169
One Wealth Capital Management
Arizona
$3.48M +$597K +5,951 +21%
FA
170
Fedenia Advisers
Wisconsin
$3.47M +$658K +6,553 +24%
WWA
171
WCG Wealth Advisors
Nevada
$3.45M +$172K +1,709 +5%
SW
172
SVB Wealth
Massachusetts
$3.43M +$3.39M +33,741 New
Baird Financial Group
173
Baird Financial Group
Wisconsin
$3.42M +$870K +8,669 +35%
TNBTD
174
Trustmark National Bank Trust Department
Mississippi
$3.4M -$82.5K -822 -2%
EPW
175
Endeavor Private Wealth
Kansas
$3.32M +$1.2M +11,969 +58%

TLH Hedge Fund Activity: Q2 2025 in Review

542 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2025, worth a combined $10.9B — up 16% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new TLH positions and 50 closed out — a net gain of 28 holders — while 280 added to existing stakes and 146 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $489M. The largest seller was Itau Unibanco Holding S.A., cutting an estimated $43M.

  • 542 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2025, up from 522 in Q1 2025.
  • Funds reported $10.9B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 78 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2025 and 50 closed out, a net change of +28 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $489M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2025 was Itau Unibanco Holding S.A., an estimated $43M sold.

Based on aggregated 13F filings for Q2 2025.