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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
HCA
201
Heck Capital Advisors
Wisconsin
$8.73M +$1.31M +14,938 +18%
PWM
202
Perigon Wealth Management
California
$8.71M -$567K -6,479 -6%
BCI
203
Brinker Capital Investments
Pennsylvania
$8.63M +$208K +2,375 +3%
SI
204
Stephens Inc
Arkansas
$8.6M +$226K +2,589 +3%
BCM
205
Basswood Capital Management
New York
$8.59M
BWM
206
Bulltick Wealth Management
Florida
$8.47M +$2.1M +24,012 +34%
CM
207
Castleark Management
Illinois
$8.45M
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$8.32M +$1.66M +18,972 +26%
Betterment LLC
209
Betterment LLC
New York
$8.25M +$1.55M +17,769 +24%
AFG
210
Atomi Financial Group
New York
$8.25M -$1.09M -12,449 -12%
CFG
211
Citizens Financial Group
Rhode Island
$8.09M +$154K +1,762 +2%
NFG
212
Northeast Financial Group
Pennsylvania
$8.07M +$527K +6,027 +7%
PAS
213
Park Avenue Securities
New York
$7.97M +$1.07M +12,217 +16%
DC
214
Davenport & Co
Virginia
$7.87M +$605K +6,921 +9%
FSC
215
Full Sail Capital
Oklahoma
$7.86M -$486K -5,557 -6%
RWM
216
Rezny Wealth Management
Florida
$7.69M
CCA
217
Checchi Capital Advisers
California
$7.66M -$62.8K -718 -0.8%
Principal Financial Group
218
Principal Financial Group
Iowa
$7.64M -$559K -6,392 -7%
SWA
219
SFMG Wealth Advisors
Texas
$7.61M -$2.07M -23,665 -22%
SO
220
Sierra Ocean
California
$7.55M +$401K +4,586 +6%
Neuberger Berman Group
221
Neuberger Berman Group
New York
$7.54M -$6.16M -70,444 -46%
CI
222
Cavalier Investments
Georgia
$7.38M +$5.64M +64,433 +354%
CFS
223
Commonwealth Financial Services
West Virginia
$7.37M +$472K +5,401 +7%
Creative Planning
224
Creative Planning
Kansas
$7.34M -$99.2K -1,134 -1%
HH
225
Hilltop Holdings
Texas
$7.28M +$2.55M +29,166 +56%