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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 %
Lido Advisors
201
Lido Advisors
California
$9.47M +$1.14M +12,954 +14%
AF
202
Alerus Financial
North Dakota
$9.37M +$426K +4,826 +5%
HNW
203
High Note Wealth
Minnesota
$9.37M -$6.28M -71,217 -40%
Wealthfront Advisers
204
Wealthfront Advisers
California
$9.35M +$1.22M +13,794 +15%
SA
205
Sovran Advisors
California
$9.35M -$196K -2,277 -2%
AFG
206
Atomi Financial Group
New York
$9.24M +$619K +7,016 +7%
SWP
207
Stratos Wealth Partners
Ohio
$9.24M -$122K -1,383 -1%
BBA
208
Braun-Bostich & Associates
Pennsylvania
$9.22M +$1.95M +22,089 +27%
AWM
209
Axxcess Wealth Management
California
$9.19M +$1.94M +21,999 +27%
PWM
210
Perigon Wealth Management
California
$9.17M -$883K -10,011 -9%
HWA
211
Heartwood Wealth Advisors
Virginia
$9.13M +$65K +736 +0.7%
HNB
212
Huntington National Bank
Ohio
$9.11M -$8.65M
KFAA
213
Klaas Financial Asset Advisors
Illinois
$9.08M +$232K +2,626 +3%
EMAM
214
Encompass More Asset Management
California
$9.03M -$3.45M -39,109 -28%
PP
215
Paloma Partners
Connecticut
$8.83M -$4.94M -55,936 -36%
GIA
216
Gladstone Institutional Advisory
Florida
$8.78M -$2.52M -28,575 -22%
FNC
217
First National Corp
Massachusetts
$8.49M -$5.84M -66,160 -41%
BCM
218
Basswood Capital Management
New York
$8.49M
Hudson Bay Capital Management
219
Hudson Bay Capital Management
Connecticut
$8.42M -$14.1M -159,346 -63%
TIM
220
Timelo Investment Management
Ontario, Canada
$8.38M +$441K +5,000 +6%
MA
221
Mutual Advisors
Nebraska
$8.34M -$503K -5,815 -6%
CM
222
Castleark Management
Illinois
$8.34M -$21.8M -247,120 -72%
BCI
223
Brinker Capital Investments
Pennsylvania
$8.31M -$2.92M -33,069 -26%
SI
224
Stephens Inc
Arkansas
$8.26M -$650K -7,367 -7%
FSC
225
Full Sail Capital
Oklahoma
$8.25M +$382K +4,327 +5%