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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
AI
151
Atria Investments
North Carolina
$13M -$595K -6,797 -4%
DWM
152
Dakota Wealth Management
Florida
$13M +$1.05M +12,007 +9%
SPIA
153
Steward Partners Investment Advisory
New York
$12.9M +$642K +7,336 +5%
Financial Engines Advisors
154
Financial Engines Advisors
California
$12.7M +$8.02M +91,674 +183%
CC
155
Cultivar Capital
Texas
$12.6M +$831K +9,503 +7%
Wolverine Trading
156
Wolverine Trading
Illinois
$12.6M +$8.62M +98,547 +236%
GCM
157
Granby Capital Management
Florida
$12.3M
CCMG
158
Clark Capital Management Group
Pennsylvania
$12.1M +$11.9M +135,621 New
CF
159
Clarity Financial
Texas
$12.1M -$748K -8,556 -6%
LI
160
LifeWealth Investments
Florida
$12M +$281K +3,207 +2%
Focus Partners Wealth
161
Focus Partners Wealth
Massachusetts
$11.7M +$5.44M +62,191 +90%
HGWM
162
Horst & Graben Wealth Management
Oregon
$11.7M +$127K +1,453 +1%
WMA
163
Wealth Management Associates
New Jersey
$11.5M -$839K -9,597 -7%
Fisher Asset Management
164
Fisher Asset Management
Washington
$11.5M -$820K -9,375 -7%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$11.4M +$8.41M +96,192 +288%
EH
166
Equitable Holdings
New York
$11.4M +$591K +6,753 +6%
PA
167
Persium Advisors
Georgia
$11.3M +$864K +9,881 +9%
IA
168
IFP Advisors
Florida
$11.2M -$8.76M -100,117 -44%
QPWM
169
Quadrant Private Wealth Management
Pennsylvania
$11.2M +$729K +8,332 +7%
PCM
170
Penserra Capital Management
California
$11.1M
PIA
171
Perennial Investment Advisors
California
$11.1M -$1.48M -16,915 -12%
RWPA
172
Richard W. Paul & Associates
Michigan
$11.1M +$240K +2,739 +2%
PAG
173
Private Advisor Group
New Jersey
$10.7M -$18.8M -215,155 -64%
QOP
174
Quinn Opportunity Partners
Virginia
$10.6M -$1.66M -19,000 -14%
AWM
175
Axxcess Wealth Management
California
$10.5M +$1.21M +13,810 +13%