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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 %
CI
426
CPR Investments
Michigan
$2.24M -$2.88M -32,587 -56%
WIM
427
WealthPlan Investment Management
Nebraska
$2.23M +$384K +4,355 +21%
JPLA
428
Joseph P. Lucia & Associates
New York
$2.22M +$398K +4,505 +22%
BI
429
Ballast Inc
Kentucky
$2.22M +$2.22M +25,146 New
TCA
430
Transcend Capital Advisors
New Jersey
$2.21M -$140K -1,583 -6%
SWM
431
Silverlake Wealth Management
Vermont
$2.19M +$2.19M +24,788 New
MWA
432
Moser Wealth Advisors
Washington
$2.19M -$29.1K -330 -1%
TAM
433
Titleist Asset Management
Texas
$2.16M +$185K +2,092 +9%
IIM
434
Illumine Investment Management
Washington
$2.16M -$25.4K -288 -1%
KWA
435
Kingswood Wealth Advisors
California
$2.15M -$1.14M -12,905 -35%
RA
436
RFG Advisory
Alabama
$2.14M -$1.87M -21,245 -47%
SR
437
Syntax Research
Florida
$2.14M +$1.65M +18,670 +336%
MFS
438
Miller Financial Services
Michigan
$2.13M +$325K +3,688 +18%
PCA
439
Providence Capital Advisors
North Carolina
$2.13M +$71.1K +806 +3%
IAN
440
Integrated Advisors Network
Texas
$2.1M -$170K -1,930 -8%
YWM
441
Yukon Wealth Management
Kansas
$2.06M -$52.1K -590 -2%
CPP
442
Capasso Planning Partners
South Carolina
$2.06M +$333K +3,771 +19%
FAM
443
Formidable Asset Management
Ohio
$2.05M
ACM
444
Alethea Capital Management
Washington
$2.04M
PIA
445
Panoramic Investment Advisors
Colorado
$2.02M -$29.3K -332 -1%
CGPCS
446
Capital Group Private Client Services
California
$1.99M +$21.8K +247 +1%
SB
447
Strategic Blueprint
Georgia
$1.97M -$2.65M -30,029 -57%
IF
448
Intrua Financial
Texas
$1.97M +$509K +5,773 +35%
DWS
449
Dynamic Wealth Strategies
California
$1.95M +$1.95M +22,079 New
KP
450
Keel Point
Alabama
$1.94M -$57.2K -648 -3%