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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
OWCM
1251
One Wealth Capital Management
Arizona
-$870K -9,957 Closed
MCM
1252
M1 Capital Management
Michigan
-$857K -9,808 Closed
LWA
1253
Lifelong Wealth Advisors
Minnesota
-$848K -9,707 Closed
LA
1254
LexAurum Advisors
Kansas
-$823K -9,424 Closed
CSS
1255
Cubist Systematic Strategies
Connecticut
-$796K -8,938 Closed
FW
1256
FullCircle Wealth
Texas
-$788K -8,887 Closed
CFS
1257
Commonwealth Financial Services
West Virginia
-$747K -8,558 Closed
GWP
1258
Gateway Wealth Partners
Wisconsin
-$734K -8,409 Closed
CWA
1259
Clearview Wealth Advisors
Oregon
-$710K -8,131 Closed
BWMG
1260
Barnes Wealth Management Group
California
-$702K -8,033 Closed
DCM
1261
Dudley Capital Management
Virginia
-$698K -7,992 Closed
BWA
1262
Bestgate Wealth Advisors
Maryland
-$687K -7,871 Closed
WP
1263
WealthPLAN Partners
Nebraska
-$673K -7,702 Closed
VWA
1264
Visionary Wealth Advisors
Illinois
-$669K -7,655 Closed
DL
1265
DOHJ LLC
Washington
-$664K -7,607 Closed
PCM
1266
Ping Capital Management
New York
-$655K -7,500 Closed
PFGIA
1267
Patriot Financial Group Insurance Agency
Massachusetts
-$647K -7,407 Closed
RFP
1268
RCS Financial Planning
Maryland
-$588K -6,733 Closed
MYIA
1269
Mount Yale Investment Advisors
Colorado
-$586K -6,712 Closed
BIG
1270
Bush Investment Group
Georgia
-$561K -6,428 Closed
BOC
1271
Blue Oak Capital
California
-$542K -6,203 Closed
WAL
1272
W Advisors LLC
Tennessee
-$536K -6,140 Closed
BPA
1273
Beacon Pointe Advisors
California
-$494K -5,661 Closed
CWG
1274
Crown Wealth Group
North Carolina
-$480K -5,500 Closed
SPI
1275
Sutton Place Investors
New York
-$477K -5,467 Closed

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.