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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

532 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, 273 increasing their positions, 145 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+17
Holders Change %
+3.3%
% 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
0.31%
New
78
Increased
273
Reduced
145
Closed
49
Calls
$6.01M
Puts
$1.49M
Net Calls
+$4.52M
Net Calls Change
-$697K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.95B
2
LPL Financial
LPL Financial
California
$721M
3
BlackRock
BlackRock
New York
$390M
4
Stifel Financial
Stifel Financial
Missouri
$222M
5
BEI
Benjamin Edwards Inc
Missouri
$118M

Top Sellers

1
IUHSA
Itau Unibanco Holding S.A.
Brazil
$67.4M
2
Goldman Sachs
Goldman Sachs
New York
$290K
3
Fidelity International
Fidelity International
Bermuda
$0
4
HCM
Hengehold Capital Management
Ohio
$362K
5
Truist Financial
Truist Financial
North Carolina
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.95B +$495M +4,871,085 +34%
Bank of America
2
Bank of America
North Carolina
$995M +$14.6M +143,628 +1%
FFM
3
Forum Financial Management
Illinois
$801M +$23.3M +229,219 +3%
LPL Financial
4
LPL Financial
California
$721M +$176M +1,729,553 +32%
BlackRock
5
BlackRock
New York
$390M +$106M +1,041,803 +37%
Wells Fargo
6
Wells Fargo
California
$354M +$19.8M +194,930 +6%
Morgan Stanley
7
Morgan Stanley
New York
$354M +$68.7M +676,570 +24%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$308M +$65.5M +645,045 +27%
Ameriprise
9
Ameriprise
Minnesota
$306M +$409K +4,024 +0.1%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$249M +$36.7M +361,368 +17%
Stifel Financial
11
Stifel Financial
Missouri
$222M +$105M +1,034,502 +90%
AssetMark Inc
12
AssetMark Inc
California
$192M +$7.43M +73,146 +4%
RBA
13
Richard Bernstein Advisors
New York
$173M -$6.07M -59,756 -3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$172M +$38.2M +376,115 +29%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$171M +$31M +305,042 +22%
PAS
16
Park Avenue Securities
New York
$145M +$37.2M +366,095 +35%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$137M +$17.1M +167,921 +14%
RIG
18
RiverFront Investment Group
Virginia
$129M +$666K +6,555 +0.5%
MML Investors Services
19
MML Investors Services
Massachusetts
$128M +$29.4M +289,799 +30%
BEI
20
Benjamin Edwards Inc
Missouri
$118M +$83.2M +819,189 +238%
Truist Financial
21
Truist Financial
North Carolina
$103M -$20.7M -203,587 -17%
US Bancorp
22
US Bancorp
Minnesota
$101M +$40.3M +396,519 +66%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$95M +$27.3M +268,920 +40%
Raymond James Financial
24
Raymond James Financial
Florida
$91.8M +$1.46M +14,408 +2%
DWM
25
Destination Wealth Management
California
$80.4M +$1.21M +11,893 +2%
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