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iShares 10-20 Year Treasury Bond ETF

516 hedge funds and large institutions have $9.38B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+37
Holders Change %
+7.72%
% of All Funds
7.01%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.26%
New
105
Increased
243
Reduced
129
Closed
53
Calls
$7.68M
Puts
$2.46M
Net Calls
+$5.22M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.49B +$1.14B +11,000,335 +329%
Bank of America
2
Bank of America
North Carolina
$1B +$56.1M +540,665 +6%
FFM
3
Forum Financial Management
Illinois
$794M +$14M +134,743 +2%
LPL Financial
4
LPL Financial
California
$556M +$327M +3,151,863 +143%
Wells Fargo
5
Wells Fargo
California
$342M -$77.6M -748,152 -19%
Ameriprise
6
Ameriprise
Minnesota
$313M +$6.3M +60,645 +2%
Morgan Stanley
7
Morgan Stanley
New York
$291M +$75.6M +728,548 +35%
BlackRock
8
BlackRock
New York
$290M +$282M +2,719,857 +3,686%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$248M +$67.1M +646,950 +37%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$217M +$121M +1,167,427 +127%
AssetMark Inc
11
AssetMark Inc
California
$188M +$10.8M +104,098 +6%
RBA
12
Richard Bernstein Advisors
New York
$183M +$10.9M +105,005 +6%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$143M +$122M +1,172,866 +559%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$137M +$67.8M +653,725 +98%
RIG
15
RiverFront Investment Group
Virginia
$131M +$87M +838,083 +196%
Truist Financial
16
Truist Financial
North Carolina
$126M +$10.5M +100,723 +9%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$122M +$73.1M +704,616 +150%
Stifel Financial
18
Stifel Financial
Missouri
$120M +$72.5M +698,767 +154%
IUHSA
19
Itau Unibanco Holding S.A.
Brazil
$113M +$113M +1,092,068 New
PAS
20
Park Avenue Securities
New York
$110M +$88.7M +854,645 +417%
MML Investors Services
21
MML Investors Services
Massachusetts
$101M +$61.3M +590,614 +156%
Raymond James Financial
22
Raymond James Financial
Florida
$92.2M +$25.4M +245,236 +38%
DWM
23
Destination Wealth Management
California
$80.9M +$5.66M +54,522 +8%
FCBT
24
First Citizens Bank & Trust
North Carolina
$75.6M +$1.97M +19,012 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$69.1M +$49.5M +477,141 +252%