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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
SWG
401
Summit Wealth Group
Vermont
$3.65M -$570K -6,401 -14%
KJWM
402
Kiley Juergens Wealth Management
Washington
$3.65M -$190K -2,133 -5%
IWC
403
Integrated Wealth Concepts
Massachusetts
$3.63M -$5.81M -65,239 -62%
Mercer Global Advisors
404
Mercer Global Advisors
Colorado
$3.61M -$11.9M -133,730 -76%
CFD
405
Creative Financial Designs
Indiana
$3.59M -$175K -1,964 -5%
GKWIM
406
Gerber Kawasaki Wealth & Investment Management
California
$3.59M -$81.8K -919 -2%
SIA
407
Soltis Investment Advisors
Utah
$3.59M +$3.51M +39,399 New
Verition Fund Management
408
Verition Fund Management
Connecticut
$3.58M -$17M -191,065 -83%
LA
409
Latitude Advisors
Florida
$3.53M +$269K +3,022 +8%
CNWM
410
Clay Northam Wealth Management
California
$3.51M +$8.9K +100 +0.3%
SWM
411
Shelton Wealth Management
Texas
$3.5M +$2.86M +32,170 +508%
KCM
412
KM Capital Management
Texas
$3.46M +$1.38M +15,500 +69%
I
413
INVST
Indiana
$3.46M -$5.42M -60,916 -62%
CWA
414
Consilio Wealth Advisors
Washington
$3.42M +$580K +6,515 +21%
KWA
415
Kingswood Wealth Advisors
California
$3.39M +$2.25M +25,313 +212%
TIM
416
Tortoise Investment Management
New York
$3.36M +$1.54M +17,354 +89%
SWR
417
Spahn Wealth & Retirement
Arizona
$3.34M -$12.6K -142 -0.4%
WAS
418
WESPAC Advisors SoCal
California
$3.33M +$411K +4,622 +14%
IPW
419
Intergy Private Wealth
Colorado
$3.27M +$3.83K +43 +0.1%
MHB
420
Midwest Heritage Bank
Iowa
$3.27M +$1.45M +16,335 +84%
MPW
421
MA Private Wealth
California
$3.21M +$2.43M +27,256 +339%
CWM
422
Cahill Wealth Management
Michigan
$3.2M +$407K +4,572 +15%
AWAU
423
Alliance Wealth Advisors (Utah)
Utah
$3.2M +$3.13M +35,123 New
HTI
424
Hikari Tsushin Inc
Japan
$3.15M
SSA
425
Schonfeld Strategic Advisors
New York
$3.11M -$5.09M -57,189 -63%

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.