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iShares 10-20 Year Treasury Bond ETF

522 hedge funds and large institutions have $9.44B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 245 increasing their positions, 130 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $7.68M | Put options by funds: $2.46M

98% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 54

88% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 130

48% more capital invested

Capital invested by funds: $6.39B → $9.44B (+$3.05B)

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

8% more funds holding

Funds holding: 482522 (+40)

4.43% less ownership

Funds ownership: 97.47%93.03% (-4.4%)

Holders
522
Holders Change
+40
Holders Change %
+8.3%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
107
Increased
245
Reduced
130
Closed
54
Calls
$7.68M
Puts
$2.46M
Net Calls
+$5.22M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.49B +$1.12B +11,000,335 +329%
Bank of America
2
Bank of America
North Carolina
$1B +$54.8M +540,665 +6%
FFM
3
Forum Financial Management
Illinois
$794M +$13.7M +134,743 +2%
LPL Financial
4
LPL Financial
California
$556M +$319M +3,151,863 +143%
Wells Fargo
5
Wells Fargo
California
$342M -$75.8M -748,152 -19%
Ameriprise
6
Ameriprise
Minnesota
$313M +$6.15M +60,645 +2%
Morgan Stanley
7
Morgan Stanley
New York
$291M +$73.8M +728,548 +35%
BlackRock
8
BlackRock
New York
$290M +$276M +2,719,857 +3,686%
JP Morgan Chase
9
JP Morgan Chase
New York
$248M +$65.6M +646,950 +37%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$217M +$118M +1,167,427 +127%
AssetMark Inc
11
AssetMark Inc
California
$188M +$10.6M +104,098 +6%
RBA
12
Richard Bernstein Advisors
New York
$183M +$10.6M +105,005 +6%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$143M +$119M +1,172,866 +559%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$137M +$66.3M +653,725 +98%
RIG
15
RiverFront Investment Group
Virginia
$131M +$84.9M +838,083 +196%
Truist Financial
16
Truist Financial
North Carolina
$126M +$10.2M +100,723 +9%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$122M +$71.4M +704,616 +150%
Stifel Financial
18
Stifel Financial
Missouri
$120M +$70.8M +698,767 +154%
IUHSA
19
Itau Unibanco Holding S.A.
Brazil
$113M +$111M +1,092,068 New
PAS
20
Park Avenue Securities
New York
$110M +$86.6M +854,645 +417%
MML Investors Services
21
MML Investors Services
Massachusetts
$101M +$59.9M +590,614 +156%
Raymond James Financial
22
Raymond James Financial
Florida
$92.2M +$24.9M +245,236 +38%
DWM
23
Destination Wealth Management
California
$80.9M +$5.53M +54,522 +8%
FCBT
24
First Citizens Bank & Trust
North Carolina
$75.6M +$1.93M +19,012 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$69.1M +$48.4M +477,141 +252%

TLH Hedge Fund Activity: Q1 2025 in Review

522 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2025, worth a combined $9.44B — up 48% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new TLH positions and 54 closed out — a net gain of 53 holders — while 245 added to existing stakes and 130 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.12B. The largest seller was Wells Fargo, cutting an estimated $75.8M.

  • 522 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2025, up from 482 in Q4 2024.
  • Funds reported $9.44B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2025, up 48% quarter-over-quarter.
  • 107 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2025 and 54 closed out, a net change of +53 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $1.12B added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2025 was Wells Fargo, an estimated $75.8M sold.

Based on aggregated 13F filings for Q1 2025.