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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
LWM
1301
Latko Wealth Management
Illinois
-$320K -3,659 Closed
HKIMG
1302
Hutchens & Kramer Investment Management Group
Indiana
-$316K -3,624 Closed
RPGK
1303
Retirement Planning Group (Kansas)
Kansas
-$310K -3,545 Closed
GC
1304
Guidance Capital
Kentucky
-$301K -3,446 Closed
MWA
1305
Merkkuri Wealth Advisors
New York
-$296K -3,385 Closed
WAM
1306
Warberg Asset Management
Illinois
-$262K -3,000 Closed
CC
1307
Commons Capital
Massachusetts
-$259K -2,960 Closed
CL
1308
CSS LLC
Illinois
-$263K -2,960 Closed
RFG
1309
Range Financial Group
Oregon
-$257K -2,942 Closed
PIA
1310
Pinion Investment Advisors
Kansas
-$251K -2,869 Closed
WANY
1311
Wealthspire Advisors (New York)
New York
-$245K -2,810 Closed
BJL
1312
Brighton Jones LLC
Washington
-$240K -2,747 Closed
XF
1313
XML Financial
Maryland
-$235K -2,690 Closed
AIS
1314
American Investment Services
Massachusetts
-$231K -2,643 Closed
CCG
1315
Catalina Capital Group
California
-$228K -2,611 Closed
VPF
1316
Vantage Point Financial
Illinois
-$223K -2,553 Closed
AIP
1317
Almanack Investment Partners
Pennsylvania
-$222K -2,540 Closed
HHGC
1318
Hunting Hill Global Capital
New York
-$221K -2,528 Closed
KAS
1319
KPP Advisory Services
Kentucky
-$218K -2,500 Closed
ATC
1320
Argent Trust Co
Tennessee
-$213K -2,437 Closed
TWCA
1321
Two West Capital Advisors
Kansas
-$210K -2,400 Closed
PG
1322
Prostatis Group
Maryland
-$209K -2,396 Closed
MAG
1323
Members Advisory Group
New York
-$207K -2,355 Closed
OHIS
1324
Oak Harvest Investment Services
Texas
-$206K -2,354 Closed
SFP
1325
Shepherd Financial Partners
Massachusetts
-$205K -2,353 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.