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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
SAS
1101
Spurstone Advisory Services
Connecticut
$15.8K +$15.5K +174 New
SRCM
1102
Signature Resources Capital Management
California
$15.6K
HC
1103
Hurley Capital
New York
$14.7K
EWM
1104
EPG Wealth Management
Georgia
$14.6K
BA
1105
Bellwether Advisors
Nebraska
$14.4K
FFA
1106
Frazier Financial Advisors
Ohio
$13.9K
LCM
1107
Logan Capital Management
Pennsylvania
$12.3K
NC
1108
North Capital
Utah
$12K +$11.8K +132 New
CSPIA
1109
Cary Street Partners Investment Advisory
Virginia
$11.2K -$145K -1,634 -93%
BWL
1110
Bogart Wealth LLC
Virginia
$11.1K +$10.9K +122 New
Loomis, Sayles & Company
1111
Loomis, Sayles & Company
Massachusetts
$11K -$2.4M -26,956 -100%
CFG
1112
CKW Financial Group
Hawaii
$11K
LFASL
1113
Lugano Financial Advisors SA (LFA)
Switzerland
$10.9K
SFA
1114
Semmax Financial Advisors
North Carolina
$10.5K -$346K -3,882 -97%
PC
1115
Promus Capital
Illinois
$10.3K
TSMHT
1116
Thurston Springer Miller Herd & Titak
Indiana
$9.83K -$6.32K -71 -40%
GC
1117
Gould Capital
Washington
$9.47K -$21K -236 -69%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1118
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.1K
WCAMG
1119
Woodard & Company Asset Management Group
North Carolina
$9.1K
MHR
1120
Matthew Hamilton Rosenberg
$9.01K
Russell Investments Group
1121
Russell Investments Group
United Kingdom
$8.94K +$5.43K +61 +165%
NCM
1122
Northwest Capital Management
Oregon
$8.92K
CUAMC
1123
China Universal Asset Management Company
China
$8.83K
OPTFSNA
1124
Old Point Trust & Financial Services N A
Virginia
$8.1K
CMP
1125
Coston McIsaac & Partners
Maine
$8K

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.