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iShares 10-20 Year Treasury Bond ETF

569 hedge funds and large institutions have $11.9B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 311 increasing their positions, 141 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $7.67M | Put options by funds: $3.27M

121% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 141

97% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $10.9B → $11.9B (+$1B)

5% more funds holding

Funds holding: 542569 (+27)

1.54% more ownership

Funds ownership: 95.07%96.61% (+1.5%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
569
Holders Change
+27
Holders Change %
+4.98%
% of All Funds
7.47%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
77
Increased
311
Reduced
141
Closed
39
Calls
$7.67M
Puts
$3.27M
Net Calls
+$4.41M
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.56B +$569M +5,622,960 +29%
LPL Financial
2
LPL Financial
California
$965M +$230M +2,273,823 +32%
FFM
3
Forum Financial Management
Illinois
$825M +$13M +128,948 +2%
Bank of America
4
Bank of America
North Carolina
$818M -$188M -1,854,642 -19%
Morgan Stanley
5
Morgan Stanley
New York
$413M +$53.5M +529,084 +15%
BlackRock
6
BlackRock
New York
$411M +$16.1M +158,738 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$362M +$48.7M +481,326 +16%
Ameriprise
8
Ameriprise
Minnesota
$298M -$7.04M -69,624 -2%
Wells Fargo
9
Wells Fargo
California
$254M -$104M -1,023,773 -29%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$244M +$68.3M +675,451 +40%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$230M -$22M -217,691 -9%
AssetMark Inc
12
AssetMark Inc
California
$208M +$14M +137,990 +7%
Stifel Financial
13
Stifel Financial
Missouri
$205M -$20.4M -201,753 -9%
PAS
14
Park Avenue Securities
New York
$196M +$48.2M +476,349 +33%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$179M +$5.2M +51,394 +3%
MML Investors Services
16
MML Investors Services
Massachusetts
$170M +$40M +395,341 +31%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$159M +$20.2M +199,808 +15%
RIG
18
RiverFront Investment Group
Virginia
$134M +$2.6M +25,699 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$121M +$24.3M +240,521 +26%
RBA
20
Richard Bernstein Advisors
New York
$111M -$64.1M -633,417 -37%
US Bancorp
21
US Bancorp
Minnesota
$110M +$6.91M +68,309 +7%
Truist Financial
22
Truist Financial
North Carolina
$107M +$2.46M +24,318 +2%
NA
23
NewEdge Advisors
Louisiana
$99.2M +$40.7M +402,154 +72%
BEI
24
Benjamin Edwards Inc
Missouri
$96.2M -$23.2M -229,455 -20%
Raymond James Financial
25
Raymond James Financial
Florida
$90.3M -$2.62M -25,910 -3%