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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
BWG
376
Boomfish Wealth Group
Georgia
$4.3M +$26.4K +297 +0.6%
SCP
377
Silverleafe Capital Partners
Tennessee
$4.26M +$4.16M +46,747 New
PCS
378
Private Client Services
Kentucky
$4.25M +$211K +2,365 +5%
AWA
379
Arkadios Wealth Advisors
Georgia
$4.24M -$168K -1,885 -4%
SXL
380
Summit X LLC
Missouri
$4.18M -$2.34M -26,251 -36%
DAS
381
Dynamic Advisor Solutions
Arizona
$4.17M -$4.42M -49,686 -52%
RA
382
RFG Advisory
Alabama
$4.14M +$45.9K +516 +1%
MWM
383
Meridian Wealth Management
Kentucky
$4.11M +$209K +2,353 +5%
SB
384
SIG Brokerage
New York
$4.09M +$4M +44,974 New
AG
385
Ascent Group
Virginia
$4.03M +$41.7K +469 +1%
EL
386
EQ LLC
Washington
$4.01M +$3.93M +44,106 New
AP
387
Aspect Partners
Virginia
$4M +$60K +674 +2%
GM
388
GeoWealth Management
Illinois
$3.97M +$3.03M +33,984 +355%
FAIM
389
Financial Advocates Investment Management
Washington
$3.96M +$194K +2,180 +5%
BIP
390
Blue Investment Partners
California
$3.92M +$3.84M +43,115 New
JIR
391
James Investment Research
Ohio
$3.9M -$90.1K -1,012 -2%
TFA
392
Transamerica Financial Advisors
Florida
$3.89M +$3.72M +41,760 +4,490%
GL
393
Graypoint LLC
New York
$3.89M +$274K +3,083 +8%
BWCS
394
Beirne Wealth Consulting Services
Connecticut
$3.8M +$46.1K +518 +1%
RVM
395
Robinson Value Management
Texas
$3.77M +$3.69M +41,458 +4,145,800%
LC
396
Luminist Capital
Michigan
$3.76M +$213K +2,390 +6%
BCA
397
Bay Colony Advisors
Massachusetts
$3.74M +$3.37M +37,807 +1,023%
MIG
398
Mariner Investment Group
New York
$3.73M -$2.4M -27,000 -40%
OPWM
399
Oxinas Partners Wealth Management
Indiana
$3.69M +$3.6M +40,483 New
WSFS
400
Wilmington Savings Fund Society
Delaware
$3.66M -$62.8K -706 -2%

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.