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iShares 20+ Year Treasury Bond ETF

1,078 hedge funds and large institutions have $35.7B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 396 increasing their positions, 442 reducing their positions, and 188 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,078
Holders Change
-83
Holders Change %
-7.15%
% of All Funds
14.46%
Holding in Top 10
97
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-23.02%
% of All Funds
1.3%
New
125
Increased
396
Reduced
442
Closed
188
Calls
$14.5B
Puts
$12.9B
Net Calls
+$1.59B
Net Calls Change
-$2.54B
Name Holding Trade Value Shares
Change
Shares
Change %
TI
1201
TrueMark Investments
Illinois
-$321K -3,528 Closed
FCA
1202
Fortis Capital Advisors
Kansas
-$311K -3,418 Closed
MA
1203
Montag & Associates
Georgia
-$311K -3,417 Closed
NCFG
1204
New Century Financial Group
New Jersey
-$309K -3,393 Closed
SRWM
1205
Shira Ridge Wealth Management
California
-$300K -3,295 Closed
HI
1206
Harper Investing
California
-$296K -3,254 Closed
WA
1207
WBH Advisory
Maryland
-$295K -3,237 Closed
NWM
1208
Napa Wealth Management
California
-$290K -3,190 Closed
MWM
1209
McNaughton Wealth Management
California
-$289K -3,172 Closed
O3W
1210
Omni 360 Wealth
New Jersey
-$283K -3,112 Closed
FFG
1211
Fortress Financial Group
Minnesota
-$282K -3,099 Closed
MCCA
1212
Mill Creek Capital Advisors
Pennsylvania
-$274K -3,005 Closed
MLA
1213
My Legacy Advisors
Oregon
-$272K -2,986 Closed
HIP
1214
HUB Investment Partners
Texas
-$268K -2,949 Closed
VA
1215
VestGen Advisors
Illinois
-$265K -2,907 Closed
DA
1216
Dover Advisors
Virginia
-$264K -2,896 Closed
ACM
1217
Avalon Capital Management
California
-$257K -2,823 Closed
LTL
1218
Lowery Thomas LLC
California
-$255K -2,807 Closed
CA
1219
Cambridge Associates
Massachusetts
-$250K -2,749 Closed
BFA
1220
Beacon Financial Advisory
Ohio
-$233K -2,555 Closed
RFN
1221
RDA Financial Network
Iowa
-$232K -2,553 Closed
LSIA
1222
LaSalle St. Investment Advisors
Illinois
-$230K -2,532 Closed
RW
1223
Ridgeline Wealth
Arizona
-$230K -2,531 Closed
LIP
1224
Lighthouse Investment Partners
Florida
-$227K -2,499 Closed
HCA
1225
Harbour Capital Advisors
Virginia
-$228K -2,481 Closed