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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
CCWM
376
Cassaday & Co Wealth Management
Virginia
$2.69M -$5.33M -60,930 -67%
PIA
377
Panoramic Investment Advisors
Colorado
$2.68M +$618K +7,068 +31%
YWM
378
Yoder Wealth Management
California
$2.67M +$9.53K +109 +0.4%
CSWG
379
Cardinal Strategic Wealth Guidance
Kentucky
$2.66M +$86.6K +990 +3%
HWMC
380
Heritage Wealth Management (California)
California
$2.66M -$73.6K -842 -3%
TFIPS
381
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.64M
MWM
382
Modern Wealth Management
Kansas
$2.64M -$2.12M -24,207 -45%
EFG
383
Erickson Financial Group
Pennsylvania
$2.62M -$63.4K -725 -2%
CI
384
CPR Investments
Michigan
$2.6M +$319K +3,647 +14%
SWMG
385
Signature Wealth Management Group
Georgia
$2.59M -$4.11K -47 -0.2%
SWTS
386
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.58M +$97.4K +1,114 +4%
ACP
387
Argyle Capital Partners
California
$2.57M -$253K -2,893 -9%
TCA
388
Transcend Capital Advisors
New Jersey
$2.56M +$317K +3,621 +14%
CC
389
Cadinha & Co
Hawaii
$2.55M +$18.5K +211 +0.7%
KCM
390
KM Capital Management
Texas
$2.55M +$782K +8,938 +46%
SLFPAM
391
St. Louis Financial Planners Asset Management
Missouri
$2.55M +$129K +1,471 +5%
TIAM2
392
Tru Independence Asset Management 2
Oregon
$2.54M +$6.82K +78 +0.3%
WA
393
Waverly Advisors
Alabama
$2.54M -$4.17M -47,717 -63%
MYIA
394
Mount Yale Investment Advisors
Colorado
$2.53M +$2.48M +28,350 +945,000%
TWP
395
Tempus Wealth Planning
California
$2.53M +$1.26M +14,381 +103%
SWA
396
Stratos Wealth Advisors
Ohio
$2.46M -$3.25M -37,184 -57%
DAS
397
Dynamic Advisor Solutions
Arizona
$2.45M -$141K -1,607 -6%
AI
398
Arvest Investments
Arkansas
$2.44M -$5.06M -57,866 -68%
HT
399
HAP Trading
New York
$2.44M +$2.39M +27,285 New
GWMR
400
GC Wealth Management RIA
Massachusetts
$2.42M -$58.3K -667 -2%