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iShares 20+ Year Treasury Bond ETF

1,094 hedge funds and large institutions have $38.3B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 419 increasing their positions, 417 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 115

7% more capital invested

Capital invested by funds: $35.7B → $38.3B (+$2.61B)

7.12% more ownership

Funds ownership: 72.48%79.6% (+7.1%)

0% more repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 417

1% less funds holding

Funds holding: 1,1011,094 (-7)

5% less call options, than puts

Call options by funds: $13.2B | Put options by funds: $13.9B

19% less funds holding in top 10

Funds holding in top 10: 9879 (-19)

Holders
1,094
Holders Change
-7
Holders Change %
-0.64%
% of All Funds
14.36%
Holding in Top 10
79
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-19.39%
% of All Funds
1.04%
New
135
Increased
419
Reduced
417
Closed
115
Calls
$13.2B
Puts
$13.9B
Net Calls
-$724M
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
601
Lantern Wealth Advisors
New York
$808K +$5.95K +68 +0.8%
IHL
602
Investment House LLC
California
$789K -$3.83M -43,838 -83%
CPW
603
Catalyst Private Wealth
California
$787K -$708K -8,095 -48%
SWM
604
Shepherd Wealth Management
Ohio
$785K +$208K +2,380 +37%
SFS
605
Security Financial Services
Indiana
$783K -$18.1K -207 -2%
FBC
606
Fairfield, Bush & Co
Connecticut
$779K +$763K +8,718 New
SAS
607
Sage Advisory Services
Texas
$778K -$230K -2,635 -23%
CB
608
Commerce Bank
Missouri
$770K
DF
609
Dunhill Financial
United Kingdom
$767K -$634K -7,246 Closed
OAP
610
One Advisory Partners
Kansas
$755K +$248K +2,840 +52%
SAMC
611
Spectrum Asset Management (California)
California
$748K
AWE
612
Avidian Wealth Enterprises
Texas
$738K +$371K +4,238 +105%
SWG
613
Summit Wealth Group
Vermont
$738K -$6.04K -69 -0.8%
KWM
614
Keebeck Wealth Management
Illinois
$735K -$101K -1,154 -12%
EFMH
615
E Fund Management (HK)
Hong Kong
$734K
CIA
616
Choate Investment Advisors
Massachusetts
$728K +$668K +7,632 +1,488%
TA
617
Tactive Advisors
Florida
$727K -$3.12M -35,683 -81%
HL
618
HeadInvest LLC
Maine
$724K -$223K -2,555 -24%
ICM
619
Islay Capital Management
Texas
$721K -$2.62K -30 -0.4%
FFN
620
Focus Financial Network
Minnesota
$713K -$167K -1,913 -19%
HGA
621
Hobbs Group Advisors
South Carolina
$705K -$478K -5,469 -41%
SVWG
622
Shared Vision Wealth Group
United States
$700K -$144K -1,643 -18%
MAM
623
MMA Asset Management
Pennsylvania
$698K -$655K -7,490 -49%
BF
624
BOK Financial
Oklahoma
$697K -$45.6K -521 -6%
DA
625
Detalus Advisors
Missouri
$693K -$65.5K -749 -9%