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iShares 10-20 Year Treasury Bond ETF

645 hedge funds and large institutions have $11.8B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 244 increasing their positions, 226 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less capital invested

Capital invested by funds: $11.9B → $11.8B (-$133M)

1.06% less ownership

Funds ownership: 96.61%95.55% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

Holders
645
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.1M
Puts
$6.1M
Net Calls
Net Calls Change

Top Buyers

1 +$77.9M
2 +$64.2M
3 +$50.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$46.6M
5
RCI
RS Crum Inc
California
+$32.5M

Top Sellers

1 -$130M
2 -$79.4M
3 -$42.2M
4
Stifel Financial
Stifel Financial
Missouri
-$40.8M
5
US Bancorp
US Bancorp
Minnesota
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
201
Hoxton Planning & Management
West Virginia
$2.8M
UW
202
Unique Wealth
Florida
$2.78M
WA
203
WBH Advisory
Maryland
$2.77M
IA
204
Insight Advisors
Pennsylvania
$2.69M
CWA
205
Clarus Wealth Advisors
Arizona
$2.69M
ATPW
206
Ashton Thomas Private Wealth
Arizona
$2.67M
WWG
207
West Wealth Group
California
$2.63M
AHC
208
Anderson Hoagland & Co
Missouri
$2.59M
AR
209
Apeiron RIA
Texas
$2.57M
Bank Julius Baer & Co
210
Bank Julius Baer & Co
Switzerland
$2.56M
HCA
211
Heck Capital Advisors
Wisconsin
$2.55M
TNBTD
212
Trustmark National Bank Trust Department
Mississippi
$2.54M
FLA
213
Financial Life Advisors
Texas
$2.53M
FAM
214
Forte Asset Management
New York
$2.5M
MWM
215
Mosley Wealth Management
California
$2.5M
MHC
216
May Hill Capital
Massachusetts
$2.49M
SCM
217
Saxony Capital Management
Missouri
$2.44M
DWA
218
Davis Wealth Advisors
New Hampshire
$2.43M
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$2.39M
SL
220
Sentinus LLC
Illinois
$2.39M
HGWM
221
Horst & Graben Wealth Management
Oregon
$2.38M
VW
222
Veridan Wealth
Oregon
$2.37M
AWP
223
Avid Wealth Partners
Texas
$2.32M
EFG
224
Ehrlich Financial Group
California
$2.28M
CFAM
225
Center For Asset Management
Florida
$2.28M