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iShares 10-20 Year Treasury Bond ETF

542 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, 280 increasing their positions, 146 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $1.49M

92% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 146

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

16% more capital invested

Capital invested by funds: $9.44B → $10.9B (+$1.51B)

4% more funds holding

Funds holding: 522542 (+20)

2.04% more ownership

Funds ownership: 93.03%95.07% (+2%)

Holders
542
Holders Change
+20
Holders Change %
+3.83%
% of All Funds
7.14%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.3%
New
78
Increased
280
Reduced
146
Closed
50
Calls
$6.01M
Puts
$1.49M
Net Calls
+$4.52M
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.95B +$489M +4,871,085 +34%
Bank of America
2
Bank of America
North Carolina
$995M +$14.4M +143,628 +1%
FFM
3
Forum Financial Management
Illinois
$801M +$23M +229,219 +3%
LPL Financial
4
LPL Financial
California
$721M +$174M +1,729,553 +32%
BlackRock
5
BlackRock
New York
$390M +$105M +1,041,803 +37%
Wells Fargo
6
Wells Fargo
California
$354M +$19.6M +194,930 +6%
Morgan Stanley
7
Morgan Stanley
New York
$354M +$67.9M +676,570 +24%
JP Morgan Chase
8
JP Morgan Chase
New York
$308M +$64.7M +645,045 +27%
Ameriprise
9
Ameriprise
Minnesota
$306M +$404K +4,024 +0.1%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$249M +$36.3M +361,368 +17%
Stifel Financial
11
Stifel Financial
Missouri
$222M +$104M +1,034,502 +90%
AssetMark Inc
12
AssetMark Inc
California
$192M +$7.34M +73,146 +4%
RBA
13
Richard Bernstein Advisors
New York
$173M -$6M -59,756 -3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$172M +$37.7M +376,115 +29%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$171M +$30.6M +305,042 +22%
PAS
16
Park Avenue Securities
New York
$145M +$36.7M +366,095 +35%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$137M +$16.9M +167,921 +14%
RIG
18
RiverFront Investment Group
Virginia
$129M +$658K +6,555 +0.5%
MML Investors Services
19
MML Investors Services
Massachusetts
$128M +$29.1M +289,799 +30%
BEI
20
Benjamin Edwards Inc
Missouri
$118M +$82.2M +819,189 +238%
Truist Financial
21
Truist Financial
North Carolina
$103M -$20.4M -203,587 -17%
US Bancorp
22
US Bancorp
Minnesota
$101M +$39.8M +396,519 +66%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$95M +$27M +268,920 +40%
Raymond James Financial
24
Raymond James Financial
Florida
$91.8M +$1.45M +14,408 +2%
DWM
25
Destination Wealth Management
California
$80.4M +$1.19M +11,893 +2%

TLH Hedge Fund Activity: Q2 2025 in Review

542 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2025, worth a combined $10.9B — up 16% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new TLH positions and 50 closed out — a net gain of 28 holders — while 280 added to existing stakes and 146 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $489M. The largest seller was Itau Unibanco Holding S.A., cutting an estimated $43M.

  • 542 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2025, up from 522 in Q1 2025.
  • Funds reported $10.9B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 78 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2025 and 50 closed out, a net change of +28 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $489M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2025 was Itau Unibanco Holding S.A., an estimated $43M sold.

Based on aggregated 13F filings for Q2 2025.