We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

1,179 hedge funds and large institutions have $41.8B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 432 increasing their positions, 456 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $15.9B | Put options by funds: $11.8B

22% more funds holding in top 10

Funds holding in top 10: 106129 (+23)

13% more capital invested

Capital invested by funds: $37.1B → $41.8B (+$4.68B)

8.85% more ownership

Funds ownership: 70.98%79.83% (+8.8%)

4% less first-time investments, than exits

New positions opened: 174 | Existing positions closed: 181

5% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 456

3% less funds holding

Funds holding: 1,2181,179 (-39)

Holders
1,179
Holders Change
-39
Holders Change %
-3.2%
% of All Funds
15.81%
Holding in Top 10
129
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+21.7%
% of All Funds
1.73%
New
174
Increased
432
Reduced
456
Closed
181
Calls
$15.9B
Puts
$11.8B
Net Calls
+$4.1B
Net Calls Change
+$2.47B
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
276
ShoreHaven Wealth Partners
New Jersey
$7.75M +$231K +2,599 +3%
DC
277
Davenport & Co
Virginia
$7.75M +$109K +1,219 +1%
Credit Agricole
278
Credit Agricole
France
$7.64M +$728K +8,174 +11%
FGA
279
Fortis Group Advisors
New Jersey
$7.59M +$7.15M +80,326 +2,585%
CNBT
280
Canandaigua National Bank & Trust
New York
$7.53M -$334K -3,757 -4%
BBA
281
Braun-Bostich & Associates
Pennsylvania
$7.5M -$1.2M -13,502 -14%
AWM
282
Axxcess Wealth Management
California
$7.48M +$674K +7,570 +10%
CFO
283
Custos Family Office
Texas
$7.35M +$10.1K +113 +0.1%
BRG
284
Bay Rivers Group
Virginia
$7.33M +$99.3K +1,116 +1%
HCA
285
Heck Capital Advisors
Wisconsin
$7.27M +$1.97M +22,131 +38%
PIA
286
Perennial Investment Advisors
California
$7.19M +$6.54M +73,469 +1,335%
First Trust Advisors
287
First Trust Advisors
Illinois
$7.17M +$618K +6,938 +10%
AIM
288
Archer Investment Management
Texas
$7.11M +$999K +11,224 +17%
WA
289
Waverly Advisors
Alabama
$7.1M -$1.52M -17,045 -18%
NFG
290
Northeast Financial Group
Pennsylvania
$7.07M +$520K +5,846 +8%
OC
291
Oppenheimer & Co
New York
$7.07M +$303K +3,405 +5%
BIG
292
Brookwood Investment Group
Arizona
$7.05M +$6.9M +77,492 New
LA
293
LPF Advisors
Florida
$7.04M +$87.8K +986 +1%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$7.03M +$1.99M +22,411 +41%
FM
295
Foster & Motley
Ohio
$7.01M +$152K +1,711 +2%
SO
296
Sierra Ocean
California
$7M +$484K +5,434 +8%
B
297
Birchbrook
Maine
$6.97M +$320K +3,598 +5%
NL
298
NVWM LLC
Pennsylvania
$6.84M +$1.04M +11,729 +19%
RSF
299
Rik Saylor Financial
Ohio
$6.79M +$4.08M +45,875 +160%
CCS
300
Concentric Capital Strategies
Connecticut
$6.77M +$6.62M +74,389 New

TLT Hedge Fund Activity: Q1 2025 in Review

1,179 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2025, worth a combined $41.8B — up 13% from $37.1B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of TLT and 174 opened new positions — a net loss of 7 holders — while 456 trimmed existing stakes and 432 added.

The largest buyer was Citigroup, adding an estimated $2.19B. The largest seller was Envestnet Asset Management, cutting an estimated $791M.

  • 1,179 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2025, down from 1,218 in Q4 2024.
  • Funds reported $41.8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 174 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2025 and 181 closed out, a net change of -7 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2025 was Citigroup, an estimated $2.19B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $791M sold.

Based on aggregated 13F filings for Q1 2025.