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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $38.3B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 418 increasing their positions, 417 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 115

7% more capital invested

Capital invested by funds: $35.7B → $38.3B (+$2.61B)

7.12% more ownership

Funds ownership: 72.48%79.59% (+7.1%)

0% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 417

1% less funds holding

Funds holding: 1,1001,093 (-7)

5% less call options, than puts

Call options by funds: $13.2B | Put options by funds: $13.9B

19% less funds holding in top 10

Funds holding in top 10: 9879 (-19)

Holders
1,093
Holders Change
-7
Holders Change %
-0.64%
% of All Funds
14.35%
Holding in Top 10
79
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-19.39%
% of All Funds
1.04%
New
135
Increased
418
Reduced
417
Closed
115
Calls
$13.2B
Puts
$13.9B
Net Calls
-$724M
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
126
CI Investments Inc
Ontario, Canada
$16.2M -$197M -2,247,360 -93%
SHJ
127
Sharkey, Howes & Javer
Colorado
$16.1M +$6.4M +73,164 +68%
GBWM
128
Granite Bay Wealth Management
New Hampshire
$15.8M +$1.84M +21,067 +14%
SIA
129
Strategic Investment Advisors
Michigan
$15.7M +$26.5K +303 New
VAS
130
Vestmark Advisory Solutions
Massachusetts
$15.3M -$20.8M -238,241 -58%
TIAA Trust, National Association
131
TIAA Trust, National Association
North Carolina
$15.2M -$6.09M -69,616 -29%
BCM
132
Brookstone Capital Management
Illinois
$15.1M +$130K +1,486 +0.9%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$15M -$114K -1,301 -0.8%
EMAM
134
Encompass More Asset Management
California
$14.8M +$5.51M +62,960 +62%
OAM
135
Occidental Asset Management
California
$14.7M +$1.22M +13,948 +9%
SAM
136
Stansberry Asset Management
Texas
$14.4M -$4.53M -51,747 -24%
WI
137
WJ Interests
Texas
$14.4M +$14M +160,592 New
FEG
138
Fund Evaluation Group
Ohio
$14.3M +$3.27M +37,334 +30%
TA
139
TCM Advisors
West Virginia
$14.2M
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$14.2M +$905K +10,344 +7%
SA
141
Sicart Associates
New York
$14.2M +$135K +1,545 +1%
ACM
142
Avos Capital Management
Washington
$14.1M +$1.61M +18,459 +13%
PFS
143
Prospera Financial Services
Texas
$14M -$273K -3,119 -2%
EW
144
Evoke Wealth
California
$13.9M -$3.85M -44,052 -22%
WFI
145
West Family Investments
California
$13.8M
VVP
146
Venture Visionary Partners
Ohio
$13.5M +$1.84M +20,992 +16%
GSWM
147
Greenup Street Wealth Management
Michigan
$13.5M -$796K -9,098 -6%
Bank of Nova Scotia
148
Bank of Nova Scotia
Ontario, Canada
$13.4M +$8.47M +96,801 +180%
ODIJL
149
One Day In July LLC
Vermont
$13.3M +$2.15M +24,534 +20%
BEI
150
Benjamin Edwards Inc
Missouri
$13.2M -$2.28M -26,049 -15%