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
CW
351
CreativeOne Wealth
Kansas
$5.11M -$12.5M -140,003 -71%
PPA
352
Pilgrim Partners Asia
Singapore
$5.09M -$52.5K -590 -1%
Balyasny Asset Management
353
Balyasny Asset Management
Illinois
$5.07M -$62M -696,685 -93%
GCM
354
Genus Capital Management
British Columbia, Canada
$5.01M +$4.9M +55,082 New
CWA
355
Centerline Wealth Advisors
Kentucky
$4.98M +$255K +2,866 +6%
NPAN
356
Northeast Planning Associates NH
New Hampshire
$4.89M +$51.2K +575 +1%
IFG
357
Independent Financial Group
California
$4.87M +$595K +6,680 +14%
EFM
358
Eley Financial Management
Vermont
$4.86M -$38.4K -431 -0.8%
PWAC
359
Private Wealth Advisors (California)
California
$4.84M +$278K +3,127 +6%
WGC
360
Watts Gwilliam & Co
Arizona
$4.8M -$105K -1,182 -2%
SB
361
Strategic Blueprint
Georgia
$4.77M -$2.31M -25,976 -33%
HZ
362
Hixon Zuercher
Ohio
$4.77M +$873K +9,808 +23%
MWM
363
Modern Wealth Management
Kansas
$4.73M -$1.91M -21,458 -29%
SFS
364
Sowell Financial Services
Arkansas
$4.64M -$169K -1,901 -4%
CWMGP
365
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.63M +$3.64M +40,863 +409%
Franklin Resources
366
Franklin Resources
California
$4.61M +$393K +4,414 +10%
SPC
367
Sigma Planning Corp
Michigan
$4.6M +$272K +3,060 +6%
RCS
368
Retirement Capital Strategies
California
$4.59M +$4.48M +50,381 New
CV
369
Counterweight Ventures
North Carolina
$4.53M +$82.3K +925 +2%
CI
370
Cavalier Investments
Georgia
$4.51M +$30.3K +340 +0.7%
SCM
371
Sollinda Capital Management
Florida
$4.48M +$4.38M +49,181 New
AF
372
Allworth Financial
California
$4.46M -$987K -11,083 -18%
WS
373
Wedbush Securities
California
$4.44M -$122K -1,372 -3%
IA
374
IFP Advisors
Florida
$4.38M +$919K +10,329 +27%
BWM
375
Bulltick Wealth Management
Florida
$4.34M +$1.07M +12,023 +34%

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.