TLT icon

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 %
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$14.7M -$1.06M -12,196 -7%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$14.6M +$3.72M +42,531 +34%
SW
153
Simplicity Wealth
New Jersey
$14.3M +$13.2M +149,014 +1,169%
GSWM
154
Greenup Street Wealth Management
Michigan
$14.1M -$546K -6,190 -4%
PFS
155
Prospera Financial Services
Texas
$14.1M -$1.14M -12,914 -7%
SA
156
Sicart Associates
New York
$13.9M -$925K -10,477 -6%
GBWM
157
Granite Bay Wealth Management
New Hampshire
$13.7M +$1.99M +22,538 +17%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$13.7M -$4.26M -48,229 -24%
WFI
159
West Family Investments
California
$13.5M +$1.39M +12,542 +11%
ECM
160
ExodusPoint Capital Management
New York
$13.5M +$5.85M +66,235 +76%
AI
161
Atria Investments
North Carolina
$13.5M +$909K +10,304 +7%
OAM
162
Occidental Asset Management
California
$13.3M +$13M +147,864 +5,009%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$13.1M -$2.12M -24,022 -14%
FWA
164
FORM Wealth Advisors
Wisconsin
$13.1M +$4.28M +48,550 +48%
CCA
165
Cadent Capital Advisors
Oklahoma
$12.8M -$104K -1,180 -0.8%
CF
166
Clarity Financial
Texas
$12.7M +$542K +6,138 +4%
PIA
167
Perennial Investment Advisors
California
$12.5M +$5.5M +62,292 +79%
ACM
168
Avos Capital Management
Washington
$12.3M +$3.67M +41,610 +43%
WMA
169
Wealth Management Associates
New Jersey
$12.2M +$147K +1,669 +1%
Fisher Asset Management
170
Fisher Asset Management
Washington
$12.2M -$1.86M -21,051 -13%
QOP
171
Quinn Opportunity Partners
Virginia
$12.2M -$10.9M -123,000 -47%
GCM
172
Granby Capital Management
Florida
$12.2M
SPIA
173
Steward Partners Investment Advisory
New York
$12.1M +$2.3M +26,075 +23%
Tudor Investment Corp
174
Tudor Investment Corp
Connecticut
$12M +$12M +135,436 New
DWM
175
Dakota Wealth Management
Florida
$11.8M +$3.17M +35,894 +37%