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iShares 20+ Year Treasury Bond ETF

1,089 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 127 funds opening new positions, 399 increasing their positions, 448 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

14% less capital invested

Capital invested by funds: $41.7B → $35.7B (-$6.04B)

22% less funds holding in top 10

Funds holding in top 10: 12799 (-28)

33% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 190

Holders
1,089
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5B
Puts
$12.9B
Net Calls
Net Calls Change

Top Sellers

1 -$2.79B
2 -$540M
3 -$308M
4
Citigroup
Citigroup
New York
-$270M
5
Goldman Sachs
Goldman Sachs
New York
-$231M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1201
SWMG LLC
Texas
BW
1202
Balance Wealth
Ohio
EFG
1203
Elios Financial Group
Ohio
PFA
1204
Pettinga Financial Advisors
Indiana
CB
1205
Cadence Bank
Mississippi
FEM
1206
Fulcrum Equity Management
Texas
IWP
1207
Innova Wealth Partners
Pennsylvania
FPW
1208
Fairvoy Private Wealth
Alabama
MA
1209
MCF Advisors
Kentucky
WEG
1210
World Equity Group
Illinois
DFP
1211
Defined Financial Planning
California
SAM
1212
Strategy Asset Managers
California
NAM
1213
NorthCrest Asset Manangement
Minnesota
TI
1214
TrueMark Investments
Illinois
FCA
1215
Fortis Capital Advisors
Kansas
MA
1216
Montag & Associates
Georgia
NCFG
1217
New Century Financial Group
New Jersey
SRWM
1218
Shira Ridge Wealth Management
California
HI
1219
Harper Investing
California
WA
1220
WBH Advisory
Maryland
NWM
1221
Napa Wealth Management
California
MWM
1222
McNaughton Wealth Management
California
O3W
1223
Omni 360 Wealth
New Jersey
FFG
1224
Fortress Financial Group
Minnesota
MCCA
1225
Mill Creek Capital Advisors
Pennsylvania