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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $38.3B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 418 increasing their positions, 417 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 115

7% more capital invested

Capital invested by funds: $35.7B → $38.3B (+$2.61B)

7.12% more ownership

Funds ownership: 72.48%79.59% (+7.1%)

0% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 417

1% less funds holding

Funds holding: 1,1001,093 (-7)

5% less call options, than puts

Call options by funds: $13.2B | Put options by funds: $13.9B

19% less funds holding in top 10

Funds holding in top 10: 9879 (-19)

Holders
1,093
Holders Change
-7
Holders Change %
-0.64%
% of All Funds
14.35%
Holding in Top 10
79
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-19.39%
% of All Funds
1.04%
New
135
Increased
418
Reduced
417
Closed
115
Calls
$13.2B
Puts
$13.9B
Net Calls
-$724M
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
301
FNY Investment Advisers
New York
$4.46M +$2.71M +30,966 +163%
Cerity Partners
302
Cerity Partners
New York
$4.45M +$73.2K +837 +2%
VBFP
303
Valtinson Bruner Financial Planning
Minnesota
$4.41M -$110K -1,252 -2%
BWG
304
Boomfish Wealth Group
Georgia
$4.35M +$78.4K +896 +2%
Vontobel Holding
305
Vontobel Holding
Switzerland
$4.35M +$570K +6,517 +15%
VCM
306
Virtue Capital Management
Tennessee
$4.3M +$1.19M +13,639 +86%
GM
307
GeoWealth Management
Illinois
$4.21M +$755K +8,633 +22%
GRP
308
Global Retirement Partners
California
$4.17M +$3.33M +38,043 +439%
GCM
309
Genus Capital Management
British Columbia, Canada
$4.17M +$4.08M +46,627 New
N
310
Natixis
France
$4.16M -$2.34M -26,800 -37%
MWM
311
Meridian Wealth Management
Kentucky
$4.14M +$19K +217 +0.5%
PCS
312
Private Client Services
Kentucky
$4.11M +$223K +2,552 +6%
CWMG
313
Compass Wealth Management (Georgia)
Georgia
$4.08M -$6.38K -73 -0.2%
4FG
314
4Thought Financial Group
New York
$4.07M +$1.34M +15,377 +51%
SPC
315
Sigma Planning Corp
Michigan
$4.05M +$39K +446 +1%
First Trust Advisors
316
First Trust Advisors
Illinois
$4.01M -$2.92M -33,418 -43%
WGC
317
Watts Gwilliam & Co
Arizona
$3.96M -$87.5K -1,000 -2%
APWA
318
Atlas Private Wealth Advisors
New Jersey
$3.93M -$1.76M -20,094 -31%
BWCS
319
Beirne Wealth Consulting Services
Connecticut
$3.82M +$94.5K +1,080 +3%
TIM
320
Tortoise Investment Management
New York
$3.81M -$312K -3,565 -8%
TFA
321
Transamerica Financial Advisors
Florida
$3.8M +$3.66M +41,888 +6,142%
RVM
322
Robinson Value Management
Texas
$3.8M +$25K +286 +0.7%
CA
323
CoreCap Advisors
Michigan
$3.79M -$72.6K -830 -2%
AWM
324
Apollon Wealth Management
South Carolina
$3.79M +$169K +1,929 +5%
Man Group
325
Man Group
United Kingdom
$3.75M -$11M -125,959 -75%