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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 %
AWM
1251
Abound Wealth Management
Tennessee
-$42.7K -469 Closed
CWC
1252
Carolinas Wealth Consulting
North Carolina
-$40.3K -443 Closed
FPF
1253
First Pacific Financial
Washington
-$38.4K -422 Closed
BAM
1254
Byrne Asset Management
New Jersey
-$26.2K -288 Closed
OWA
1255
Opal Wealth Advisors
New York
-$20.2K -222 Closed
WF
1256
Wayfinding Financial
Washington
-$19K -215 Closed
DF
1257
DecisionPoint Financial
Arizona
-$19.4K -213 Closed
AF
1258
Aviso Financial
Ontario, Canada
-$16.6K -182 Closed
SAS
1259
Spurstone Advisory Services
Connecticut
-$15.8K -174 Closed
NCM
1260
Northwest Capital Management
Oregon
-$8.92K -98 Closed
CUAMC
1261
China Universal Asset Management Company
China
-$8.83K -97 Closed
BSB
1262
Bangor Savings Bank
Maine
-$6.28K -69 Closed
BWM
1263
Bernard Wealth Management
Michigan
-$4.55K -50 Closed
ANBT
1264
American National Bank & Trust
Texas
-$4.46K -49 Closed
SC
1265
Stephens Consulting
Michigan
-$3.28K -36 Closed
Bessemer Group
1266
Bessemer Group
New Jersey
-$2K -24 Closed
CFFP
1267
Center for Financial Planning
Michigan
-$2K -22 Closed
CWP
1268
Concord Wealth Partners
Virginia
-$1.82K -20 Closed
RCA
1269
Runnymede Capital Advisors
Ohio
-$1.64K -18 Closed
MBFW
1270
Morton Brown Family Wealth
Pennsylvania
-$1.18K -13 Closed
GCM
1271
GKV Capital Management
California
-$819 -9 Closed
WPA
1272
West Paces Advisors
Georgia
-$546 -6 Closed
RMP
1273
Richards, Merrill & Peterson
Washington
-$273 -3 Closed