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iShares 20+ Year Treasury Bond ETF

1,161 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 428 increasing their positions, 447 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
-42
Holders Change %
-3.49%
% of All Funds
15.77%
Holding in Top 10
127
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+23.3%
% of All Funds
1.73%
New
172
Increased
428
Reduced
447
Closed
179
Calls
$15.8B
Puts
$11.7B
Net Calls
+$4.13B
Net Calls Change
+$2.47B
Name Holding Trade Value Shares
Change
Shares
Change %
IFA
301
Interactive Financial Advisors
Illinois
$6.55M +$604K +6,640 +10%
Betterment LLC
302
Betterment LLC
New York
$6.5M +$1.33M +14,565 +26%
WAM
303
WNY Asset Management
New York
$6.47M -$1.08M -11,836 -14%
SSWM
304
Smith Salley Wealth Management
North Carolina
$6.39M +$2.51M +27,565 +65%
FA
305
Fermata Advisors
California
$6.29M +$109K +1,197 +2%
BS
306
Banco Santander
Spain
$6.24M +$1.81M +19,885 +41%
MCP
307
Militia Capital Partners
Nevada
$6.2M +$6.2M +68,100 New
MWPCG
308
Measured Wealth Private Client Group
New Hampshire
$6.2M +$440K +4,837 +8%
EF
309
Empowered Funds
Pennsylvania
$6.15M +$748K +8,213 +14%
GWM
310
Geneos Wealth Management
Colorado
$6.12M +$1.49M +16,332 +32%
RCM
311
Ridgepath Capital Management
Tennessee
$6.08M +$6.08M +66,801 New
NYLIM
312
New York Life Investment Management
New York
$6.08M -$3.41M -37,439 -36%
AFS
313
AFG Fiduciary Services
Massachusetts
$6.07M +$2.14M +24,067 +54%
GI
314
GLOBALT Investments
Georgia
$6.01M -$761K -8,360 -11%
PCA
315
Pallas Capital Advisors
Massachusetts
$6.01M +$130K +1,423 +2%
GWSA
316
Global Wealth Strategies & Associates
Colorado
$6M +$622K +6,835 +12%
Vontobel Holding
317
Vontobel Holding
Switzerland
$5.94M +$1.35M +14,778 +29%
AIA
318
Alternative Investment Advisors
Florida
$5.94M -$340K -3,731 -5%
AI
319
Amplify Investments
Illinois
$5.9M +$5.9M +66,281 New
TPW
320
Tiller Private Wealth
Pennsylvania
$5.88M -$435K -4,782 -7%
APWA
321
Atlas Private Wealth Advisors
New Jersey
$5.87M +$2.46M +27,019 +72%
MBTD
322
Mechanics Bank - Trust Department
California
$5.83M -$739K -8,119 -11%
ODFS
323
O'Donnell Financial Services
California
$5.81M -$1.58M -17,318 -21%
PA
324
PSI Advisors
Florida
$5.79M -$50.9K -559 -0.9%
AC
325
Amitell Capital
Singapore
$5.73M +$2.87M +31,500 +100%