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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 %
EFG
201
Ehrlich Financial Group
California
$2.28M +$83.8K +825 +4%
AWM
202
Apollon Wealth Management
South Carolina
$2.27M +$612K +6,021 +37%
KG
203
Kilter Group
New York
$2.24M +$724K +7,127 +48%
MWA
204
MN Wealth Advisors
Kansas
$2.23M -$943K -9,277 -30%
QWP
205
Quotient Wealth Partners
Texas
$2.2M -$2.75M -27,030 -55%
QPWM
206
Quadrant Private Wealth Management
Pennsylvania
$2.2M +$664K +6,534 +43%
BBA
207
Braun-Bostich & Associates
Pennsylvania
$2.18M +$16K +157 +0.7%
WIA
208
World Investment Advisors
California
$2.18M -$769K -7,569 -26%
SPC
209
Sigma Planning Corp
Michigan
$2.15M +$175K +1,720 +9%
CCFM
210
Clear Creek Financial Management
Washington
$2.14M -$30.6K -301 -1%
FLA
211
Financial Life Advisors
Texas
$2.1M -$2.04M -20,052 -49%
RSWM
212
Robertson Stephens Wealth Management
California
$2.09M +$439K +4,317 +27%
HPM
213
Hoxton Planning & Management
West Virginia
$2.08M +$365K +3,594 +21%
SWP
214
ShoreHaven Wealth Partners
New Jersey
$2.07M +$628K +6,179 +44%
CIA
215
Concurrent Investment Advisors
Florida
$2.07M +$681K +6,702 +49%
CFAM
216
Center For Asset Management
Florida
$2.05M -$504K -5,047 -20%
BRWA
217
B. Riley Wealth Advisors
Florida
$2.04M +$2.04M +20,040 New
TPWA
218
Twin Peaks Wealth Advisors
California
$2.01M +$633K +6,288 +46%
SL
219
Sentinus LLC
Illinois
$2.01M +$600K +5,909 +43%
ATPW
220
Ashton Thomas Private Wealth
Arizona
$1.98M +$798K +7,853 +67%
AIA
221
Alternative Investment Advisors
Florida
$1.98M -$119K -1,169 -6%
KWM
222
Keebeck Wealth Management
Illinois
$1.95M -$1.44M -14,207 -43%
HBW
223
Hazlett, Burt & Watson
West Virginia
$1.94M +$257K +2,530 +15%
EWA
224
EP Wealth Advisors
California
$1.92M +$1.92M +18,871 New
MPW
225
MGO Private Wealth
California
$1.88M +$344K +3,385 +22%