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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
CPA
801
Cardiff Park Advisors
California
$312K +$75K +858 +33%
CWP
802
Cyndeo Wealth Partners
Florida
$312K -$28K -320 -8%
FPL
803
Fortress Private Ledger
North Carolina
$310K +$3.59K +41 +1%
MGIA
804
Moneta Group Investment Advisors
Missouri
$310K +$303K +3,463 New
AQR Capital Management
805
AQR Capital Management
Connecticut
$304K +$81.6K +933 +38%
BWM
806
BCGM Wealth Management
Indiana
$304K -$161K -1,839 -35%
CCA
807
Cadent Capital Advisors
Oklahoma
$300K -$12.4M -141,379 -98%
NWA
808
Navis Wealth Advisors
New York
$299K -$175K -2,000 -37%
HCA
809
Harbor Capital Advisors
Illinois
$298K +$72.9K +834 +33%
IPA
810
Investment Planning Advisors
Georgia
$298K +$292K +3,334 New
RSWM
811
Robertson Stephens Wealth Management
California
$296K -$827K -9,452 -74%
RCP
812
Rothschild Capital Partners
New York
$294K +$51.2K +585 +22%
EFG
813
Embree Financial Group
Illinois
$291K +$285K +3,261 New
CHAM
814
Clear Harbor Asset Management
Connecticut
$291K -$638K -7,299 -69%
BWM
815
BAM Wealth Management
Colorado
$289K +$283K +3,234 New
KA
816
Kovack Advisors
Florida
$288K -$31.3K -358 -10%
HWM
817
HB Wealth Management
Georgia
$288K -$144K -1,646 -34%
SMC
818
Smith, Moore & Co
Missouri
$287K -$8.75K -100 -3%
PWM
819
Partners Wealth Management
California
$286K +$3.76K +43 +1%
BCV
820
Banque Cantonale Vaudoise
Switzerland
$286K +$8.48K +97 +3%
CWM
821
Cedar Wealth Management
California
$286K +$175 +2 +0.1%
SCM
822
Saxony Capital Management
Missouri
$284K -$13.3K -152 -5%
CWS
823
Cypress Wealth Services
California
$283K -$23.7K -271 -8%
BFG
824
Beacon Financial Group
Texas
$282K -$127K -1,450 -32%
SFI
825
SPC Financial Inc
Maryland
$280K +$4.37K +50 +2%