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iShares 20+ Year Treasury Bond ETF

1,161 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 428 increasing their positions, 447 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
-42
Holders Change %
-3.49%
% of All Funds
15.77%
Holding in Top 10
127
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+23.3%
% of All Funds
1.73%
New
172
Increased
428
Reduced
447
Closed
179
Calls
$15.8B
Puts
$11.7B
Net Calls
+$4.13B
Net Calls Change
+$2.47B
Name Holding Trade Value Shares
Change
Shares
Change %
XT
426
XTX Topco
Cayman Islands
$3.03M +$715K +7,859 +31%
SC
427
Scotia Capital
Ontario, Canada
$3.01M -$100K -1,102 -3%
WP
428
WealthShield Partners
North Carolina
$3M -$451K -4,949 -13%
SMG
429
Smart Money Group
Texas
$2.98M -$359K -3,947 -11%
WAM
430
Wakefield Asset Management
Colorado
$2.97M +$1.39M +15,275 +88%
IAA
431
Independent Advisor Alliance
North Carolina
$2.97M -$10.2M -111,661 -77%
YWM
432
Yoder Wealth Management
California
$2.95M +$4.55K +50 +0.2%
SHWM
433
Smith & Howard Wealth Management
Georgia
$2.91M +$182K +2,000 +7%
FA
434
FDx Advisors
Illinois
$2.89M -$190K -2,091 -6%
JF
435
Joule Financial
Kentucky
$2.88M +$55.5K +610 +2%
APW
436
Aurora Private Wealth
New Jersey
$2.88M -$75.3K -827 -3%
MFG
437
Midwest Financial Group
Kansas
$2.83M -$322K -3,536 -10%
DAS
438
Diversify Advisory Services
Utah
$2.82M -$529K -5,870 -16%
EWA
439
ERTS Wealth Advisors
Michigan
$2.78M +$19.5K +214 +0.7%
EFG
440
Erickson Financial Group
Pennsylvania
$2.76M -$16K -176 -0.6%
JGC
441
J. Goldman & Co
New York
$2.73M +$2.73M +30,000 New
BWM
442
Brown Wealth Management
Illinois
$2.72M -$2.29M -25,120 -46%
LWL
443
Leo Wealth LLC
Texas
$2.71M +$2.71M +29,716 New
ACP
444
Argyle Capital Partners
California
$2.7M +$408K +4,479 +18%
ML
445
McAdam LLC
Pennsylvania
$2.7M +$644K +7,080 +31%
LFAS
446
Level Four Advisory Services
Texas
$2.7M -$26K -286 -1%
CBA
447
Coastal Bridge Advisors
Connecticut
$2.69M +$2.69M +29,584 New
HWMC
448
Heritage Wealth Management (California)
California
$2.69M -$168K -1,847 -6%
TCM
449
Triumph Capital Management
Colorado
$2.68M +$1.74M +19,136 +186%
TFIPS
450
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.67M +$2.67M +29,300 New