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iShares 20+ Year Treasury Bond ETF

1,080 hedge funds and large institutions have $35.7B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 396 increasing their positions, 444 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,080
Holders Change
-81
Holders Change %
-6.98%
% of All Funds
14.48%
Holding in Top 10
98
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-22.83%
% of All Funds
1.31%
New
125
Increased
396
Reduced
444
Closed
187
Calls
$14.5B
Puts
$12.9B
Net Calls
+$1.59B
Net Calls Change
-$2.54B
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
401
Midwest Financial Group
Kansas
$2.78M +$31.6K +358 +1%
HWMC
402
Heritage Wealth Management (California)
California
$2.7M +$87K +986 +3%
4FG
403
4Thought Financial Group
New York
$2.66M -$2.69M -30,516 -50%
EFG
404
Erickson Financial Group
Pennsylvania
$2.65M -$19.9K -225 -0.7%
YWM
405
Yoder Wealth Management
California
$2.63M -$237K -2,685 -8%
BWM
406
Brown Wealth Management
Illinois
$2.62M -$18.6K -211 -0.7%
CCM
407
Crabel Capital Management
California
$2.62M +$401K +4,546 +18%
TFIPS
408
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.61M +$26.5K +300 +1%
SWMG
409
Signature Wealth Management Group
Georgia
$2.56M +$78.5K +890 +3%
DAS
410
Dynamic Advisor Solutions
Arizona
$2.56M -$1.49M -16,870 -37%
A
411
AlphaQuest
New York
$2.54M +$2.54M +28,813 New
SHF
412
Safe Harbor Fiduciary
Florida
$2.54M +$384K +4,350 +18%
CSWG
413
Cardinal Strategic Wealth Guidance
Kentucky
$2.54M +$200K +2,261 +9%
CBA
414
Coastal Bridge Advisors
Connecticut
$2.52M -$94.8K -1,074 -4%
CC
415
Cadinha & Co
Hawaii
$2.5M +$2.27M +25,672 +953%
TIAM2
416
Tru Independence Asset Management 2
Oregon
$2.5M +$116K +1,316 +5%
GWMR
417
GC Wealth Management RIA
Massachusetts
$2.45M +$204K +2,314 +9%
SWTS
418
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.45M -$11.1K -126 -0.5%
CIAS
419
CFS Investment Advisory Services
New Jersey
$2.44M +$984K +11,149 +68%
TF
420
Trek Financial
Arizona
$2.42M -$2.63M -29,771 -52%
SMG
421
Smart Money Group
Texas
$2.41M -$479K -5,428 -17%
SLFPAM
422
St. Louis Financial Planners Asset Management
Missouri
$2.38M +$2.38M +27,013 New
GAM
423
Gotham Asset Management
New York
$2.36M
LW
424
Lauer Wealth
Indiana
$2.27M +$2.06M +23,590 +984%
KJHP
425
K.J. Harrison & Partners
Ontario, Canada
$2.25M