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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
CGPCS
501
Capital Group Private Client Services
California
$2.03M +$13.2K +148 +0.7%
GSIAS
502
Garden State Investment Advisory Services
New Jersey
$2.03M +$1.26M +14,166 +174%
MA
503
MBA Advisors
Pennsylvania
$2.03M +$325K +3,648 +20%
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$1.99M +$79.3K +891 +4%
SWA
505
Stratos Wealth Advisors
Ohio
$1.96M -$15.5M -174,536 -89%
RFWA
506
RPg Family Wealth Advisory
Massachusetts
$1.95M -$341K -3,833 -15%
FIB
507
First Interstate Bank
Montana
$1.92M -$216K -2,425 -10%
AAS
508
Ameritas Advisory Services
Nebraska
$1.92M -$374K -4,201 -16%
NL
509
NKCFO LLC
Illinois
$1.91M +$1.87M +21,000 New
BCP
510
Blackhawk Capital Partners
Wisconsin
$1.9M +$1.86M +20,906 New
WIM
511
WealthPlan Investment Management
Nebraska
$1.9M -$286K -3,218 -13%
SCA
512
Snowden Capital Advisors
New York
$1.9M -$406K -4,564 -18%
VFA
513
Values First Advisors
Tennessee
$1.89M +$166K +1,862 +10%
4A
514
4Wealth Advisors
Illinois
$1.88M +$577K +6,486 +46%
JPLA
515
Joseph P. Lucia & Associates
New York
$1.88M -$17.9K -201 -1%
ACA
516
Affinity Capital Advisors
California
$1.87M +$671K +7,540 +54%
MFS
517
Miller Financial Services
Michigan
$1.86M -$1.17M -13,180 -39%
WB
518
WesBanco Bank
West Virginia
$1.86M
CWP
519
Capital Wealth Planning
Florida
$1.86M +$1.82M +20,415 New
PP
520
Pacifica Partners
Canada
$1.85M -$33.1K -372 -2%
GVAG
521
Great Valley Advisor Group
Delaware
$1.85M -$1.65M -18,512 -48%
CIBC Private Wealth Group
522
CIBC Private Wealth Group
Georgia
$1.84M +$19.6K +220 +1%
BFM
523
Boothbay Fund Management
New York
$1.84M +$1.29M +14,490 +254%
LSPW
524
Lake Street Private Wealth
Illinois
$1.84M +$235K +2,639 +15%
IA
525
Intellus Advisors
Florida
$1.82M +$1.78M +20,000 New

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.