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iShares 20+ Year Treasury Bond ETF

1,143 hedge funds and large institutions have $38.2B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 428 increasing their positions, 409 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 122

20% more call options, than puts

Call options by funds: $15.2B | Put options by funds: $12.6B

13% more funds holding in top 10

Funds holding in top 10: 7989 (+10)

5% more funds holding

Funds holding: 1,0931,143 (+50)

5% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 409

0.11% more ownership

Funds ownership: 79.59%79.7% (+0.11%)

0% less capital invested

Capital invested by funds: $38.3B → $38.2B (-$130M)

Holders
1,143
Holders Change
+50
Holders Change %
+4.57%
% of All Funds
13.91%
Holding in Top 10
89
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+12.66%
% of All Funds
1.08%
New
196
Increased
428
Reduced
409
Closed
122
Calls
$15.2B
Puts
$12.6B
Net Calls
+$2.57B
Net Calls Change
+$3.3B
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
576
Summit Financial Consulting
Michigan
$1.05M -$79K -883 -7%
MAM
577
Milestone Asset Management
Pennsylvania
$1.05M +$1.07M +12,022 New
CWA
578
Centerline Wealth Advisors
Kentucky
$1.05M -$5.54M -61,972 -84%
IF
579
Intrua Financial
Texas
$1.04M -$1.78M -19,941 -62%
PA
580
Procyon Advisors
Connecticut
$1.04M +$1.07M +11,959 New
PCMU
581
Paragon Capital Management (Utah)
Utah
$1.04M -$3.85K -43 -0.4%
CWM
582
CIBC World Markets
New York
$1.04M +$1.06M +11,900 New
RWA
583
Rooted Wealth Advisors
Illinois
$1.04M +$250K +2,794 +30%
KWM
584
Keebeck Wealth Management
Illinois
$1.03M +$323K +3,609 +44%
CTA
585
Chesley Taft & Associates
Illinois
$1.03M +$46.9K +524 +5%
BB
586
Burford Brothers
Texas
$1.03M -$7.06K -79 -0.7%
BIG
587
Brookwood Investment Group
Arizona
$1.03M +$45.2K +505 +4%
CH
588
CDKV Holdings
Colorado
$1.02M +$1.05M +11,759 New
EWA
589
Emergent Wealth Advisors
New York
$1.02M -$129K -1,442 -11%
WA
590
Waystone Advisors
Washington
$1.02M +$1.04M +11,677 New
CFG
591
Cooper Financial Group
California
$1.02M +$764K +8,542 +275%
DT
592
DV Trading
Illinois
$1.02M +$1.04M +11,651 New
WWA
593
WCG Wealth Advisors
Nevada
$1.01M +$1.03M +11,551 New
DADC
594
D.A. Davidson & Co
Montana
$1M -$154K -1,720 -13%
CAM
595
Cresset Asset Management
Illinois
$983K -$113K -1,259 -10%
NW
596
NewEdge Wealth
Pennsylvania
$983K +$56.4K +631 +6%
CL
597
Choreo LLC
Illinois
$980K +$658K +7,363 +194%
KeyBank National Association
598
KeyBank National Association
Ohio
$977K -$154K -1,726 -13%
MC
599
Moors & Cabot
Massachusetts
$974K +$26.3K +294 +3%
MHS
600
M Holdings Securities
Oregon
$973K +$998K +11,164 New