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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
CWP
651
Core Wealth Partners
California
$615K +$91.8K +1,050 +18%
DBRC
652
D.B. Root & Company
Pennsylvania
$615K
WIM
653
Westside Investment Management
California
$610K +$13.5K +154 +2%
BFM
654
Boothbay Fund Management
New York
$609K +$35K +400 +6%
DWA
655
Delos Wealth Advisors
Texas
$607K +$455K +5,204 +327%
PFGIA
656
Patriot Financial Group Insurance Agency
Massachusetts
$606K +$593K +6,784 New
MW
657
Maia Wealth
Colorado
$605K -$4.9K -56 -0.8%
PL
658
Plancorp LLC
Missouri
$593K +$581K +6,638 New
MWM
659
MY Wealth Management
Maryland
$593K -$21.6K -247 -4%
WA
660
Westfuller Advisors
New York
$593K +$8.75K +100 +2%
CAWM
661
Capital Advisors Wealth Management
Washington
$593K -$59.2K -677 -9%
FIB
662
First Interstate Bank
Montana
$592K -$88.4K -1,011 -13%
TWP
663
Triad Wealth Partners
Kansas
$591K +$192K +2,192 +50%
LAM
664
Lewis Asset Management
California
$591K -$1.75K -20 -0.3%
D
665
Dentgroup
Louisiana
$591K -$149K -1,703 -20%
BFO
666
Biltmore Family Office
North Carolina
$589K
GWM
667
Greenwich Wealth Management
Connecticut
$587K -$622K -7,108 -52%
FWP
668
Forefront Wealth Partners
Texas
$578K +$565K +6,464 New
EC
669
Estate Counselors
Wisconsin
$576K
BWS
670
Buck Wealth Strategies
Colorado
$571K -$9.8K -112 -2%
KFSC
671
Keystone Financial Services (Colorado)
Colorado
$568K -$28K -320 -5%
ECA
672
Elevated Capital Advisors
Utah
$565K
SAW
673
Signal Advisors Wealth
Michigan
$565K -$5.81M -66,444 -91%
LLWM
674
Life Line Wealth Management
California
$564K +$9.8K +112 +2%
AWP
675
Accretive Wealth Partners
New Jersey
$560K -$8.66K -99 -2%