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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
WWM
901
Western Wealth Management
Colorado
$289K -$28K -314 -9%
MWM
902
McNaughton Wealth Management
California
$289K +$282K +3,172 New
PWM
903
Partners Wealth Management
California
$288K
HCA
904
Harbor Capital Advisors
Illinois
$284K -$99.3K -1,116 -26%
O3W
905
Omni 360 Wealth
New Jersey
$283K -$22.9K -257 -8%
SMC
906
Smith, Moore & Co
Missouri
$283K -$97.9K -1,100 -26%
FFG
907
Fortress Financial Group
Minnesota
$282K +$5.61K +63 +2%
IIA
908
IPG Investment Advisors
California
$279K +$273K +3,070 New
AWP
909
Avid Wealth Partners
Texas
$278K -$89.4K -1,004 -25%
MCM
910
Mendel Capital Management
Arkansas
$277K -$15.3K -172 -5%
KWMG
911
King Wealth Management Group
Florida
$277K -$8.19K -92 -3%
MCCA
912
Mill Creek Capital Advisors
Pennsylvania
$274K -$25.8K -290 -9%
SW
913
SkyOak Wealth
Michigan
$273K -$3.29K -37 -1%
CCM
914
Cloud Capital Management
Washington
$273K +$267K +3,001 New
TF
915
Tandem Financial
Colorado
$273K -$12.5K -140 -4%
APA
916
Astoria Portfolio Advisors
New York
$272K +$278K +3,118 New
MLA
917
My Legacy Advisors
Oregon
$272K -$1.17M -13,166 -82%
SFI
918
SPC Financial Inc
Maryland
$271K -$10.3K -116 -4%
CC
919
Copperleaf Capital
North Carolina
$269K -$474K -5,330 -64%
OAM
920
Occidental Asset Management
California
$269K +$263K +2,952 New
HIP
921
HUB Investment Partners
Texas
$268K +$263K +2,949 New
CWM
922
Cedar Wealth Management
California
$266K +$260K +2,926 New
BWP
923
Balboa Wealth Partners
Arizona
$265K +$260K +2,916 New
VA
924
VestGen Advisors
Illinois
$265K +$259K +2,907 New
DA
925
Dover Advisors
Virginia
$264K -$69.1K -776 -21%

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.