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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
FWM
826
Fonville Wealth Management
Virginia
$279K -$253K -2,893 -48%
CCM
827
Cox Capital Management
Massachusetts
$279K +$32.7K +374 +14%
CFG
828
Cooper Financial Group
California
$278K -$34.8K -398 -11%
SP
829
Sequent Planning
Nebraska
$277K +$2.62K +30 +1%
PG
830
Prostatis Group
Maryland
$277K -$7K -80 -3%
CCM
831
Crew Capital Management
Ohio
$275K -$15.5K -177 -5%
FW
832
FullCircle Wealth
Texas
$275K -$2.89K -33 -1%
AWA
833
Acorn Wealth Advisors
Michigan
$274K +$268K +3,066 New
MWM
834
Mascagni Wealth Management
Mississippi
$272K -$110K -1,255 -29%
IP
835
Intellectus Partners
California
$272K -$86.9K -994 -25%
CCM
836
Cloud Capital Management
Washington
$272K +$1.84K +21 +0.7%
RAG
837
RIA Advisory Group
Iowa
$272K -$20.6K -236 -7%
CTC
838
Central Trust Company
Missouri
$271K -$9.36K -107 -3%
LPT
839
Legacy Private Trust
Wisconsin
$270K +$265K +3,025 New
WIA
840
World Investment Advisors
California
$270K +$437 +5 +0.2%
GSWM
841
Golden State Wealth Management
California
$269K -$108K -1,237 -29%
SW
842
SkyOak Wealth
Michigan
$268K
CWIG
843
Chung Wu Investment Group
Texas
$268K +$262K +3,000 New
KWMG
844
King Wealth Management Group
Florida
$268K -$175 -2 -0.1%
PWPS
845
Pinnacle Wealth Planning Services
Ohio
$265K -$83.1K -950 -24%
GF
846
Gries Financial
Ohio
$264K -$134K -1,534 -34%
CIA
847
Compass Ion Advisors
Pennsylvania
$264K
AIA
848
AssuredPartners Investment Advisors
Florida
$264K +$258K +2,950 New
TSS
849
Two Sigma Securities
New York
$263K +$257K +2,941 New
Empower Advisory Group
850
Empower Advisory Group
Colorado
$262K +$256K +2,929 New