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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 %
KWM
601
Keebeck Wealth Management
Illinois
$828K +$211K +2,395 +34%
SGI
602
Summit Global Investments
Utah
$820K -$617K -6,989 -43%
CC
603
Carlson Capital
Texas
$812K +$812K +9,200 New
PFA
604
Petra Financial Advisors
Colorado
$809K -$8.12K -92 -1%
SWM
605
SeaCrest Wealth Management
New York
$809K +$249K +2,821 +44%
SVWG
606
Shared Vision Wealth Group
United States
$804K -$284K -3,264 -26%
LWA
607
Lantern Wealth Advisors
New York
$792K +$792K +8,974 New
AAM
608
Advisors Asset Management
Colorado
$792K +$50.3K +570 +7%
SFS
609
Security Financial Services
Indiana
$792K +$112K +1,274 +17%
EWA
610
EverSource Wealth Advisors
Alabama
$789K +$553K +6,262 +234%
JWCA
611
J.W. Coons Advisors
Ohio
$786K -$26.5K -300 -3%
KIM
612
Kestra Investment Management
Texas
$785K +$383K +4,275 +96%
VFA
613
Valeo Financial Advisors
Indiana
$777K +$777K +8,807 New
AWM
614
Able Wealth Management
New Jersey
$775K +$449K +5,093 +138%
AGA
615
Arkos Global Advisors
Texas
$768K
GRP
616
Global Retirement Partners
California
$764K +$764K +8,662 New
ONB
617
Old National Bancorp
Indiana
$762K -$5.47K -62 -0.7%
CB
618
Commerce Bank
Missouri
$760K -$371K -4,207 -33%
IIC
619
Integrated Investment Consultants
Michigan
$759K
DA
620
Detalus Advisors
Missouri
$750K -$211K -2,391 -22%
AAS
621
Annex Advisory Services
Wisconsin
$747K -$681K -7,712 -48%
MWM
622
Maridea Wealth Management
New York
$747K -$2.22M -25,124 -75%
LC
623
LCNB Corp
Ohio
$741K -$44.1K -500 -6%
SAMC
624
Spectrum Asset Management (California)
California
$739K
SWG
625
Summit Wealth Group
Vermont
$735K -$2.8M -31,764 -79%