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iShares 20+ Year Treasury Bond ETF

1,093 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, 418 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)

7.11% more ownership

Funds ownership: 72.48%79.59% (+7.1%)

0% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 417

1% less funds holding

Funds holding: 1,1011,093 (-8)

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
1,093
Holders Change
-8
Holders Change %
-0.73%
% of All Funds
14.35%
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
418
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
GWANC
851
Guardian Wealth Advisors (North Carolina)
North Carolina
$261K +$218K +2,496 +587%
OFA
852
Oak Family Advisors
Illinois
$261K +$255K +2,918 New
MFG
853
Magnus Financial Group
New York
$260K -$59.9K -685 -19%
MCM
854
Mendel Capital Management
Arkansas
$259K +$962 +11 +0.4%
SWM
855
SpringVest Wealth Management
Texas
$259K -$49.2K -562 -16%
SAM
856
Strategy Asset Managers
California
$259K +$253K +2,896 New
EFG
857
Ethos Financial Group
Pennsylvania
$257K -$102K -1,167 -29%
HFA
858
High Falls Advisors
New York
$257K -$42.4K -485 -14%
TWM
859
TSA Wealth Management
Texas
$256K -$89.7K -1,026 -26%
OA
860
Oxbow Advisors
Texas
$256K
GWP
861
Gateway Wealth Partners
Wisconsin
$254K +$350 +4 +0.1%
C
862
Certuity
Florida
$254K +$15.1K +173 +6%
WWM
863
Western Wealth Management
Colorado
$253K -$4.64K -53 -2%
HI
864
Hudock Inc
Pennsylvania
$252K +$247K +2,820 New
MWM
865
Modera Wealth Management
New Jersey
$251K -$71.7K -820 -23%
AWM
866
Avior Wealth Management
Nebraska
$247K -$50.2K -574 -17%
WT
867
Whittier Trust
California
$244K
UW
868
Unique Wealth
Florida
$243K +$238K +2,719 New
NWM
869
Navigation Wealth Management
Colorado
$242K -$4.85M -55,421 -95%
VH
870
Visionary Horizons
Tennessee
$239K +$4.29K +49 +2%
FWA
871
FSC Wealth Advisors
New York
$239K +$31.1K +355 +15%
MFP
872
Meridian Financial Partners
Virginia
$237K -$157K -1,794 -40%
RFN
873
RDA Financial Network
Iowa
$236K +$231K +2,646 New
RP
874
Rice Partnership
Hawaii
$234K +$18.2K +208 +9%
HBW
875
Hazlett, Burt & Watson
West Virginia
$233K