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iShares 10-20 Year Treasury Bond ETF

569 hedge funds and large institutions have $11.9B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 311 increasing their positions, 141 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $7.67M | Put options by funds: $3.27M

121% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 141

97% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $10.9B → $11.9B (+$1B)

5% more funds holding

Funds holding: 542569 (+27)

1.54% more ownership

Funds ownership: 95.07%96.61% (+1.5%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
569
Holders Change
+27
Holders Change %
+4.98%
% of All Funds
7.47%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
77
Increased
311
Reduced
141
Closed
39
Calls
$7.67M
Puts
$3.27M
Net Calls
+$4.41M
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
201
Independent Financial Group
California
$2.75M +$428K +4,233 +19%
TNBTD
202
Trustmark National Bank Trust Department
Mississippi
$2.74M -$699K -6,909 -21%
GM
203
GeoWealth Management
Illinois
$2.69M +$1.1M +10,855 +71%
EL
204
EQ LLC
Washington
$2.68M +$240K +2,368 +10%
KG
205
Kilter Group
New York
$2.67M +$400K +3,951 +18%
WIA
206
World Investment Advisors
California
$2.66M +$443K +4,376 +20%
VWA
207
Visionary Wealth Advisors
Illinois
$2.62M -$425K -4,203 -14%
CWA
208
Clarus Wealth Advisors
Arizona
$2.62M +$131K +1,295 +5%
SPAS
209
Spectrum Planning & Advisory Services
California
$2.57M -$189K -1,864 -7%
AR
210
Apeiron RIA
Texas
$2.54M +$129K +1,276 +6%
FAM
211
Forte Asset Management
New York
$2.53M -$82.9K -820 -3%
DAS
212
Diversify Advisory Services
Utah
$2.5M +$762K +7,536 +45%
HGWM
213
Horst & Graben Wealth Management
Oregon
$2.44M +$60K +593 +3%
Cerity Partners
214
Cerity Partners
New York
$2.42M -$241K -2,387 -9%
ATPW
215
Ashton Thomas Private Wealth
Arizona
$2.37M +$356K +3,518 +18%
HCA
216
Heck Capital Advisors
Wisconsin
$2.36M +$616K +6,092 +36%
VW
217
Veridan Wealth
Oregon
$2.36M +$2.31M +22,867 New
USCWA
218
U.S. Capital Wealth Advisors
Texas
$2.33M -$2.96M -29,283 -56%
AHC
219
Anderson Hoagland & Co
Missouri
$2.32M -$104K -1,024 -4%
TI
220
Tidal Investments
Wisconsin
$2.31M +$2.28M +22,552 New
BRWA
221
B. Riley Wealth Advisors
Florida
$2.29M +$224K +2,210 +11%
SPC
222
Sigma Planning Corp
Michigan
$2.24M +$62.2K +615 +3%
SIS
223
Strategic Investment Solutions
Illinois
$2.24M -$399K -3,940 -15%
EWA
224
Etesian Wealth Advisors
Oregon
$2.22M +$846K +8,366 +64%
WWG
225
West Wealth Group
California
$2.2M +$265K +2,620 +14%