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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 %
BFG
751
Beacon Financial Group
Texas
$406K +$168K +1,902 +70%
AAM
752
American Asset Management
Florida
$403K +$108K +1,226 +37%
PIM
753
Pinnacle Investment Management
Hong Kong
$397K -$4.9M -55,500 -93%
GF
754
Gries Financial
Ohio
$396K -$169K -1,919 -30%
MFP
755
Meridian Financial Partners
Virginia
$393K -$233K -2,636 -37%
MFA
756
Mayflower Financial Advisors
Massachusetts
$392K -$722K -8,179 -65%
CWM
757
Congress Wealth Management
Massachusetts
$390K +$25K +283 +7%
TWP
758
Triad Wealth Partners
Kansas
$390K +$186K +2,110 +91%
PP
759
Patten & Patten
Tennessee
$390K -$32.1K -364 -8%
TA
760
TruWealth Advisors
Louisiana
$389K +$144K +1,629 +59%
CWA
761
Core Wealth Advisors
Florida
$388K +$388K +4,393 New
KFS
762
Kelly Financial Services
Massachusetts
$382K +$54K +612 +16%
PB
763
Pinnacle Bancorp
Nebraska
$381K
RPCA
764
Running Point Capital Advisors
California
$380K +$30.9K +350 +9%
MWM
765
Mascagni Wealth Management
Mississippi
$380K +$90.9K +1,030 +31%
BPWM
766
BCS Private Wealth Management
New Jersey
$377K +$377K +4,275 New
GSWM
767
Golden State Wealth Management
California
$375K -$186K -2,108 -33%
CFA
768
Cahill Financial Advisors
Minnesota
$371K +$14.9K +169 +4%
SF
769
Synovus Financial
Georgia
$361K -$5.74K -65 -2%
UAG
770
United Advisor Group
Ohio
$361K -$399K -4,516 -52%
EFG
771
Ethos Financial Group
Pennsylvania
$357K -$410K -4,646 -53%
EGA
772
Eagle Global Advisors
Texas
$357K
IP
773
Intellectus Partners
California
$356K +$48.7K +552 +16%
AWE
774
Avidian Wealth Enterprises
Texas
$355K -$102K -1,157 -22%
PTC
775
Private Trust Company
Ohio
$353K -$230K -2,606 -39%