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iShares 20+ Year Treasury Bond ETF

1,179 hedge funds and large institutions have $41.8B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 432 increasing their positions, 456 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $15.9B | Put options by funds: $11.8B

22% more funds holding in top 10

Funds holding in top 10: 106129 (+23)

13% more capital invested

Capital invested by funds: $37.1B → $41.8B (+$4.68B)

8.85% more ownership

Funds ownership: 70.98%79.83% (+8.8%)

4% less first-time investments, than exits

New positions opened: 174 | Existing positions closed: 181

5% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 456

3% less funds holding

Funds holding: 1,2181,179 (-39)

Holders
1,179
Holders Change
-39
Holders Change %
-3.2%
% of All Funds
15.81%
Holding in Top 10
129
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+21.7%
% of All Funds
1.73%
New
174
Increased
432
Reduced
456
Closed
181
Calls
$15.9B
Puts
$11.8B
Net Calls
+$4.1B
Net Calls Change
+$2.47B
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
776
Frontier Asset Management
Wyoming
$560K -$28K -314 -5%
FPCP
777
Fort Point Capital Partners
California
$557K -$373K -4,187 -41%
PCS
778
Personal CFO Solutions
New Jersey
$556K +$544K +6,110 New
FRA
779
FFG Retirement Advisors
Colorado
$556K -$3.09M -34,760 -85%
AWP
780
Accretive Wealth Partners
New Jersey
$556K +$154K +1,733 +38%
WIA
781
World Investment Advisors
California
$554K -$400K -4,499 -42%
MIA
782
MMBG Investment Advisors
Florida
$554K
PWP
783
Prasad Wealth Partners
Ohio
$551K +$284K +3,190 +111%
LLWM
784
Life Line Wealth Management
California
$550K +$25.8K +290 +5%
SFGP
785
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$548K -$3.12K -35 -0.6%
Man Group
786
Man Group
United Kingdom
$548K +$536K +6,017 New
FWM
787
Fonville Wealth Management
Virginia
$547K -$97.1K -1,091 -15%
EWA
788
EP Wealth Advisors
California
$545K -$419K -4,708 -44%
TPA
789
Trivium Point Advisory
Connecticut
$544K -$57K -640 -10%
NFC
790
Northstar Financial Companies
Pennsylvania
$540K -$8.01K -90 -1%
OFA
791
Oak Family Advisors
Illinois
$539K +$527K +5,917 New
SAM
792
Synergy Asset Management
Washington
$539K +$359K +4,038 +215%
AHIA
793
Andrew Hill Investment Advisors
Florida
$521K +$510K +5,725 New
VAM
794
Vienna Asset Management
California
$516K -$2.04M -22,933 -80%
EAM
795
Empirical Asset Management
Massachusetts
$512K -$78K -876 -13%
GWM
796
GK Wealth Management
Nevada
$508K +$496K +5,575 New
SR
797
Syntax Research
Florida
$506K +$3.21K +36 +0.7%
BPW
798
Bingham Private Wealth
California
$506K +$55.2K +620 +13%
AA
799
Armis Advisers
Georgia
$501K -$102K -1,143 -17%
BW
800
Balance Wealth
Ohio
$496K +$485K +5,446 New

TLT Hedge Fund Activity: Q1 2025 in Review

1,179 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2025, worth a combined $41.8B — up 13% from $37.1B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of TLT and 174 opened new positions — a net loss of 7 holders — while 456 trimmed existing stakes and 432 added.

The largest buyer was Citigroup, adding an estimated $2.19B. The largest seller was Envestnet Asset Management, cutting an estimated $791M.

  • 1,179 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2025, down from 1,218 in Q4 2024.
  • Funds reported $41.8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 174 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2025 and 181 closed out, a net change of -7 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2025 was Citigroup, an estimated $2.19B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $791M sold.

Based on aggregated 13F filings for Q1 2025.